For this year I'm having clients and customers pay me through QB payments. Everything happens and flows automatically as you mentioned, BUT ... I have noticed that after the bank feed is matched to the QB payment, the check book register still shows that deposit as being in the Undeposited Funds. But the chart of accounts show nothing in the Undeposited Funds. What's up with that? I expected the deposit to change from Undeposited Funds to Accounts Receivable once it matched to the bank feed...
I am using QB desktop. I tested credit card payments using myself as a customer and my own credit card. I thought it went through because I saw the $5.00 charge listed on my credit card transactions. However, I have not yet seen the payment in my business bank account! I think I gave my bank account information in QB desktop for payments. I have customers who would like to pay by card but so far have not figured this out. Also, I purchased a QB credit card reader which I thought I could use with the desktop, and that has a lower charge than manually entering in the card information.
Hi, Jill! Not to worry. If you still haven't seen this initial transaction deposit, you can get in touch with our QuickBooks Payments Technical Support Team using the following link: help.quickbooks.intuit.com/prechats/offerings/Messaging-Payments-Desktop/23041/view and they can take a look at what may be causing the delay from there. Then afterwards they can work towards a resolution with you and help answer any other questions you have while you're getting started using the payments system. ^Faith
Thank you so much for a wonderful, clear presentation. I used QuickBooks Desktop ever since it came out, many years, and hated to see it replaced by QuickBooks Online. The transformation has been very time-consuming. Your wonderful explanation made using QuickBooks Online a delight.
You mentioned at the beginning that QB Payments works with ecommerce platform as shopify, can you please explain how to do that ? any videos or article explaining how to use QB payment as payment gateaway for my online shopify store ? Appreciated.
We'd be happy to point you in the right direction! To connect your payments account to your online store, you would need a connection ticket. To set one up, we recommend reaching out to our merchant services phone support team as they will need to walk you through the steps on how to set one up correctly. They can be reached by dialing 800-446-8848.
Is there any way to integrate or connect Quickbooks online with an existing website? if so, please send detailed information or direct me to a video that can instruct me. Thank you in advance for your time and efforts, and love your videos.
Hi there. I'll be happy to direct you. First, can you tell if you're trying to connect QuickBooks Online or QB Desktop and the name of the website you're trying to connect? ^Denise
Hello there. I'm doing a follow-up to see if you still need assistance. Feel free to reach back out, I'm here to help you get back to business. ^Denise
To accept paper checks, you would need a QuickBooks Checking account and a Payments account. You can learn more on that here (quickbooks.intuit.com/learn-support/en-us/help-article/bank-deposits/use-mobile-check-deposit-quickbooks-cash/L47i85yw8_US_en_US).
I am ready to sign up for payments but you mentioned that there is a limit of $5000 per month . I am expecting donations (paid from invoices) to far exceed this limit in the first few months . What are my options ?
There is a limit of $50,000 per transaction. Your options are to split the payment or you can manually record the payment on your merchant account while processing the payment outside of QuickBooks. Hope this helps. -Kristina
Hey there! Thanks for reaching out. This website will show you what can be seamlessly integrated with your payments: quickbooks.intuit.com/payments/ecommerce/. All the best! -Kyle
Great video. Watching this video in 2024 does all the information still apply? Also does this exact same setup work if you have a solopreneur account instead of a QuickBooks online account. If so, are there any limitations with a solopreneur account?
That's a great question. Everything still applies in this video. However, Solopreneur's payment process is solely Online Payments like QuickBooks Self-Employed. So, you wouldn't have access to do in-person payments, swipe a credit card, or do recurring transactions. I'll link more on Solopreneur features and how they compare to other QuickBooks products for you here: (quickbooks.intuit.com/learn-support/en-us/help-article/compare-products/introduction-quickbooks-solopreneur/L8TodvTOE_US_en_US?uid=m04b615u). I hope this helps. -Karey
Hello there! Sure! If you'd like to get started with a QuickBooks Payments account with QuickBooks Online, you can choose to only allow credit card payments on invoices. Then if at any time you'd prefer to have a customer just make a cash or check payment, you can record those the invoice, and from the invoice itself you can uncheck the box for online payments, and recieve payment by cash or check! For more info, feel free to visit: quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/record-invoice-payments-quickbooks-online/L4ZadDW7F_US_en_US. ^Faith
You stated that there is a $5000 cap per month when you sign up for ACH payments form our customers. I have tried chatting and have been given a chat link that has not been operable for 2 weeks now. When I call I just keep getting the run around. What can I do to get my limit increased.
Hey there, Teresa. In order to get an ach/credit card payment limit, my payments team would need to submit a case for you if you qualify for it. My team can be reached by dialing 800-397-0707.
Hello, Ankit! Typically, when processing payments through QuickBooks Payments/Merchant Services, a zip code is required. However, some customers have been able to integrate a 3rd party App with QB to process international/global payments from customers. Please visit: quickbooks.intuit.com/learn-support/en-us/payments/how-can-my-international-clients-pay-by-credit-card-now-as/00/976749# for more info! ^Faith
Thank you for reaching out here! If you need to change the method in which you pay your QuickBooks Payments/Merchant Services fees, please login to your Merchant Account (merchantcenter.intuit.com) and click the 'Help(?)' icon to get in touch with our Payments Support. Then from there they can walk you through getting this changed within the account. ^Faith
My boomer customer hates electronic payment methods; for some reason, everything has to be old sch> print >scan >upload >name>save >attach > sent /email, and I hate it, but, well, we gotta pay the bills.
Alicia is one of the best trainers in this space. Do more content with her!
Alicia, thank you for your excellent presentation. God bless you. You have made me understand this topic very well.
For this year I'm having clients and customers pay me through QB payments. Everything happens and flows automatically as you mentioned, BUT ... I have noticed that after the bank feed is matched to the QB payment, the check book register still shows that deposit as being in the Undeposited Funds. But the chart of accounts show nothing in the Undeposited Funds. What's up with that? I expected the deposit to change from Undeposited Funds to Accounts Receivable once it matched to the bank feed...
Great video, but I use Quickbooks Desktop...is this information basically the same for QB Desktop vs QB Online?
you are great at explaining this .thank you!!
I am using QB desktop. I tested credit card payments using myself as a customer and my own credit card. I thought it went through because I saw the $5.00 charge listed on my credit card transactions. However, I have not yet seen the payment in my business bank account! I think I gave my bank account information in QB desktop for payments. I have customers who would like to pay by card but so far have not figured this out. Also, I purchased a QB credit card reader which I thought I could use with the desktop, and that has a lower charge than manually entering in the card information.
Hi, Jill!
Not to worry. If you still haven't seen this initial transaction deposit, you can get in touch with our QuickBooks Payments Technical Support Team using the following link: help.quickbooks.intuit.com/prechats/offerings/Messaging-Payments-Desktop/23041/view and they can take a look at what may be causing the delay from there. Then afterwards they can work towards a resolution with you and help answer any other questions you have while you're getting started using the payments system.
^Faith
Thank you so much for a wonderful, clear presentation. I used QuickBooks Desktop ever since it came out, many years, and hated to see it replaced by QuickBooks Online. The transformation has been very time-consuming. Your wonderful explanation made using QuickBooks Online a delight.
You mentioned at the beginning that QB Payments works with ecommerce platform as shopify, can you please explain how to do that ? any videos or article explaining how to use QB payment as payment gateaway for my online shopify store ? Appreciated.
We'd be happy to point you in the right direction! To connect your payments account to your online store, you would need a connection ticket. To set one up, we recommend reaching out to our merchant services phone support team as they will need to walk you through the steps on how to set one up correctly. They can be reached by dialing 800-446-8848.
Does QB Payments be set up on a Wix ecommerce site?
Rather, CAN QB Payments be set up on a Wix ecommerce site? 😁
Is there any way to integrate or connect Quickbooks online with an existing website? if so, please send detailed information or direct me to a video that can instruct me. Thank you in advance for your time and efforts, and love your videos.
Hi there. I'll be happy to direct you. First, can you tell if you're trying to connect QuickBooks Online or QB Desktop and the name of the website you're trying to connect? ^Denise
Hello there. I'm doing a follow-up to see if you still need assistance. Feel free to reach back out, I'm here to help you get back to business. ^Denise
Are there any options with QBO to make a mobile deposit with a paper check?
To accept paper checks, you would need a QuickBooks Checking account and a Payments account. You can learn more on that here (quickbooks.intuit.com/learn-support/en-us/help-article/bank-deposits/use-mobile-check-deposit-quickbooks-cash/L47i85yw8_US_en_US).
im not resident , so i dont have SSN number but i have the ITIN number, could that work as the SSN for verification?
Does this work in South Africa for QB Online users?
Hey there, michelleireland7897. Currently QuickBooks Payments is only available in the USA. I hope you have a great day. -Kyle
I am ready to sign up for payments but you mentioned that there is a limit of $5000 per month . I am expecting donations (paid from invoices) to far exceed this limit in the first few months . What are my options ?
There is a limit of $50,000 per transaction. Your options are to split the payment or you can manually record the payment on your merchant account while processing the payment outside of QuickBooks. Hope this helps. -Kristina
Can I connect Quickbooks to my website for customers to pay?? Please direct me to a video or would love your feedback on this
Hey there! Thanks for reaching out. This website will show you what can be seamlessly integrated with your payments: quickbooks.intuit.com/payments/ecommerce/. All the best! -Kyle
Great video. Watching this video in 2024 does all the information still apply? Also does this exact same setup work if you have a solopreneur account instead of a QuickBooks online account. If so, are there any limitations with a solopreneur account?
That's a great question. Everything still applies in this video. However, Solopreneur's payment process is solely Online Payments like QuickBooks Self-Employed. So, you wouldn't have access to do in-person payments, swipe a credit card, or do recurring transactions. I'll link more on Solopreneur features and how they compare to other QuickBooks products for you here: (quickbooks.intuit.com/learn-support/en-us/help-article/compare-products/introduction-quickbooks-solopreneur/L8TodvTOE_US_en_US?uid=m04b615u). I hope this helps. -Karey
Can i use quickbooks to accept credit and my normal bank to receive checks and cash?
Hello there!
Sure! If you'd like to get started with a QuickBooks Payments account with QuickBooks Online, you can choose to only allow credit card payments on invoices. Then if at any time you'd prefer to have a customer just make a cash or check payment, you can record those the invoice, and from the invoice itself you can uncheck the box for online payments, and recieve payment by cash or check!
For more info, feel free to visit: quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/record-invoice-payments-quickbooks-online/L4ZadDW7F_US_en_US.
^Faith
You stated that there is a $5000 cap per month when you sign up for ACH payments form our customers. I have tried chatting and have been given a chat link that has not been operable for 2 weeks now. When I call I just keep getting the run around. What can I do to get my limit increased.
Hey there, Teresa. In order to get an ach/credit card payment limit, my payments team would need to submit a case for you if you qualify for it. My team can be reached by dialing 800-397-0707.
Thanks for sharing.
Can i get payments from international customers?
Hello, Ankit!
Typically, when processing payments through QuickBooks Payments/Merchant Services, a zip code is required. However, some customers have been able to integrate a 3rd party App with QB to process international/global payments from customers. Please visit: quickbooks.intuit.com/learn-support/en-us/payments/how-can-my-international-clients-pay-by-credit-card-now-as/00/976749# for more info!
^Faith
how do I pay the monthly fee?
I don't see it in settings
Thank you for reaching out here!
If you need to change the method in which you pay your QuickBooks Payments/Merchant Services fees, please login to your Merchant Account (merchantcenter.intuit.com) and click the 'Help(?)' icon to get in touch with our Payments Support. Then from there they can walk you through getting this changed within the account.
^Faith
My boomer customer hates electronic payment methods; for some reason, everything has to be old sch> print >scan >upload >name>save >attach > sent /email, and I hate it, but, well, we gotta pay the bills.