HOW TO SET UP AND AUTOMATE QUICKBOOKS PAYMENT

Posted by aman on November 4th, 2017

Our QuickBooks support US team is here to another article describing the details for How to Set up & Automate QuickBooks Payments. QuickBooks Payment makes it easy for your customer to pay you with credit case or bank transfers we will show you how to set up QuickBooks Payment and even automate payment.so you never miss a transaction let’s start by going to your company setting. You can also get in tough with our QuickBooks online support chat  team to solve your any QB issues.

Company Setting

no matter how many payments per month you expect to receive. we have got you covered your customer can pay you with a free bank transfer or pay you by credit card. first tell us about your’s.

About the business

then tell us about you.

finally fill in the information for the bank account where you want your customer payments to be deposited now.Your customer can also pay you from an e-mailed invoice in person or even over the phone you can ask for payment when you email your customer and invoice when.

you are creating your invoice be sure to select the types of payments you will accept then send to email the invoice to your customer when your customer opens the email.

He can view the invoice and pay you online instantly you can also type their credit card number or swipe it with a card reader will even send you a free card reader that you can connect to your phone or tablet.      

if the customer pays you at the time of the sale create a sale receipt you can even set up QuickBooks to automatically change your customer a set amount at regular intervals hers’s how enter the customer who is paying you for something you can select a customer or create a new one now enter the product or service you provided for this.

Now you can fill out the rest of the receipt select credit card as the payment method now the important part click make recurring give the transaction a good name when you will recognize choose schedules as the type and then pick out often the payment should happen for example you can tell QuickBooks to create a sales receipt every week on Wednesday make sure.

You enter the start date and how many times you want to charge your customer finally click save the template to make this legal you will need your customer to sign an authorization form giving you permission to charge their credit card automatically that’s it now it is your turn set up Quickbooks payments today.

If you don’t have enough time to do it yourself, or finding it difficult; you can hire QuickBooks certified pro advisors to help you. Dial our support phone number 1-855-441-4417 for Quickbooks Enterprise, QuickBooks payroll or point of sale depending upon the version you are using.

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