20 likes | 30 Views
In this article, you may know How to Set up QuickBooks Payments. Method to set up QuickBooks payment in account. For more Info, visit on BusinessSeattle.us. QuickBooks payments module is used by the merchants who provide goods and services to the customers or clients. This helps them in receiving the payments in an easy way. But, before making it easy you have to know how to set up QuickBooks payments. Below, you get the solution to get it organized for sending the payment reminders automatically and receive the payments from the customers. https://tinyurl.com/y7e3hy2h
E N D
How to Set up QuickBooks Payments & How to Use- BusinessSeattle.us 18009413691 QuickBooks payments module is used by the merchants who provide goods and services to the customers or clients. This helps them in receiving the payments in an easy way. But, before making it easy you have to know how to set up QuickBooks payments. Below, you get the solution to get it organized for sending the payment reminders automatically and receive the payments from the customers. Method to set up the QuickBooks payment in your account The steps to do so are as follows that you have to follow accordingly First of all, do sign up in the QuickBooks 1.Open the QuickBooks and then click on the Gear Icon 2.From the options click on the Account and Settings 3.Now select the Payments option that is shown in the left side navigation 4.Press the Set up Payments button to start the setup. Now mention all the information about your business . In this, fill the asked information that is important that includes the details of the bank in which you are going to send the payments in the customer’s or employee’s account. Enter the information that is about yourself so that you became the verified user before using the QuickBooks Payments Now select the bank account in which you are going to deposit and record the transaction. This bank account is the routing number for earlier Directly get the payment using your invoice . You can easily get the payment for your invoices that also have the Pay now option 1.For selecting the invoice, click on the “+” that is add or create a new invoice button
2.Create the invoice and in this also select the payment types that you accept while getting paid 3.Now click on the Save and Send button that saves and email the invoice to the customer at the same time 4.The customer opens the invoice and sees the button name Pay Now and by clicking on that they are redirected to the payment page to pay for the invoice easily. For Receiving the payments from the customers . Click on the + sign button and select the Receive Payment option Now provide the customer’s credit card details . Firstly click on the option Enter credit card details and provide the number of the customer’s credit card 1.Create the sales receipt if you get the payment at the time of sale 2.For creating sales receipt, select the “+” button and then click on the Sales Receipt 3.After that, select the payment method that is the credit card. To set up the payments that are recurring . In this, you can set the reminder for the same amount of payment charge automatically from the customer in the interval of time on a regular basis 1.From the “+” button open the Sales Receipt 2.Enter the new customer or choose from the existing one 3.Now click on the Product or services provide to the customer and choose the credit card as the mode of payment 4.After that, select the option Make Recurring 5.Type the name for this and then schedule it by selecting the schedule as the type 6.Now provide the time of interval for charging the customer via QuickBooks 7.Then enter the date of Start to charge automatically and also the occurrence of this payment 8.After all this, click on the option Save Template to save all this things 9.Now for making all this legal, send the authorization form to your customer to sign it and give them permission to charge payment automatically for the mention time period. How to connect with the QuickBooks team? Above, you get the best way described for how to set up QuickBooks payments. So do it accordingly and if you have any queries or want to know something else then connect with the QuickBooks customer helpdesk to get answers for all your queries. The team is available 24/7 hours to help you out. https://tinyurl.com/y7e3hy2h