Thank you very much for this video. I did read through the comments below and I will say that I personally am so glad you walked me through this step by step. Thank you again, and keep helping us out! Cheers.
Will do! And we are so glad you found this helpful. Thank you for watching! If you want more resources, answers, tips, and tricks straight to your email inbox, subscribe to our newsletter for more: link.fitsmallbusiness.com/join/65m/signup-cross-promo 📧✨
I’ve been waiting over a week for a large Quickbooks payment to process from my client. No idea how long it will take. This is unacceptable that they would keep me in the dark. I may have to ask them to stop payment. I would think twice before using Quickbooks as a payment solution. This is the very stressful and the company has NO response other than apologies and vague estimates of how long it is supposed to take. This should be illegal.
You may prepare a sales receipt when the customer is paying immediately upon receiving the good or service, while prepare an invoice to bill a customer for a service/good that has already been delivered, but not paid for. 🧾
Hi! 👋 For more information on credit card transactions, you may check out this article for the tutorial process: fitsmallbusiness.com/free-quickbooks-online-tutorials/
If it takes a couple of days for the money to show up in the attached account, do you get an amortization number right away or some sort of record that the payment is being processed? , or does that show up later too. I'm asking because I just entered a customers card number and hit save. It said processing for 2 seconds then disappeared and now there is no recored that I did that. QB support said just to weight a week or so and if I don't get an email or something, it didn't go threw. Seems vague. I'm hoping random guy on RUclips has better answers. :) Thanks for your video.
If you've issued them an invoice, be sure to record their credit card payment using the "Receive Payment" feature under Customers on the New menu. This will offset the payment against the invoice and not double-book income. If you haven't issued an invoice, then you may use the "Sales Receipt" to record the credit card payment as income.
What I don't understand is when it comes to credit cards they have that enter card detail button but when it comes to a debit card there is no button to fill out the card information
You may choose "Debit Card" information from the dropdown box for "Payment Method" and then click the button underneath it called "Enter credit card details". It opens a screen called Credit Card Information, but allows you to enter either a Credit or debit card number. Hope this helps. 💳
This should be titled, how to do several things that are not processing credit card transactions and at the end we will eventually show you how to do it. Skip to last section, 3:49 for the information you are looking for. So frustrating.
Thank you very much for this video. I did read through the comments below and I will say that I personally am so glad you walked me through this step by step. Thank you again, and keep helping us out! Cheers.
Will do! And we are so glad you found this helpful. Thank you for watching!
If you want more resources, answers, tips, and tricks straight to your email inbox, subscribe to our newsletter for more: link.fitsmallbusiness.com/join/65m/signup-cross-promo
📧✨
I’ve been waiting over a week for a large Quickbooks payment to process from my client. No idea how long it will take. This is unacceptable that they would keep me in the dark. I may have to ask them to stop payment. I would think twice before using Quickbooks as a payment solution. This is the very stressful and the company has NO response other than apologies and vague estimates of how long it is supposed to take. This should be illegal.
Thank you. When should I do an invoice vs just a sales receipt?
You may prepare a sales receipt when the customer is paying immediately upon receiving the good or service, while prepare an invoice to bill a customer for a service/good that has already been delivered, but not paid for. 🧾
How to make your customer paid for the CC transaction?
Am I understanding correctly? You can process a manual credit card payment in a sales receipt but not an invoice?
Hi! 👋 For more information on credit card transactions, you may check out this article for the tutorial process: fitsmallbusiness.com/free-quickbooks-online-tutorials/
What are the fees for linking a business checking account for credit card transactions?
Hi! You may check out this link for payments and banking rates: quickbooks.intuit.com/payments/payment-rates/
If it takes a couple of days for the money to show up in the attached account, do you get an amortization number right away or some sort of record that the payment is being processed? , or does that show up later too. I'm asking because I just entered a customers card number and hit save. It said processing for 2 seconds then disappeared and now there is no recored that I did that. QB support said just to weight a week or so and if I don't get an email or something, it didn't go threw. Seems vague. I'm hoping random guy on RUclips has better answers. :) Thanks for your video.
But how do you record the payment against their invoice? Seems like you’ll be recording the payment twice.
If you've issued them an invoice, be sure to record their credit card payment using the "Receive Payment" feature under Customers on the New menu. This will offset the payment against the invoice and not double-book income. If you haven't issued an invoice, then you may use the "Sales Receipt" to record the credit card payment as income.
What I don't understand is when it comes to credit cards they have that enter card detail button but when it comes to a debit card there is no button to fill out the card information
You may choose "Debit Card" information from the dropdown box for "Payment Method" and then click the button underneath it called "Enter credit card details". It opens a screen called Credit Card Information, but allows you to enter either a Credit or debit card number. Hope this helps. 💳
You need a pop filter.
This should be titled, how to do several things that are not processing credit card transactions and at the end we will eventually show you how to do it. Skip to last section, 3:49 for the information you are looking for. So frustrating.
Sounds like you should pay someone for the advise you need
I think you’re responding to the wrong comment because this makes no sense.