How to Accept a Credit or Debit card Payment in QuickBooks Online?

by James Antonio

This article will tell you how to receive payments via QuickBooks Online. It helps in getting payments from customers. With the right method, you can apply customer payments to your particular invoices, cut down accounts receivable, etc. It is important to note that you can receive payments in QuickBooks by Debit card or Credit card. Learn how to Accept a Credit or Debit card Payment in QuickBooks Online?

Accept a Credit or Debit card Payment in QuickBooks Online

In case you use QuickBooks to receive payments from your particular customers, you do it because it is quite easier for you. With this option, you can receive payments very easily.

Let’s study this in detail.

What is Accepting Credit Card or Debit Card Payments in QuickBooks Online is all about?

These days, people do not carry cash. Add to it, some people just write checks to avoid the hassle. As per research, only 10% of the payments globally were made in cash in 2018.

Credit cards and Debit cards are important for business. Almost all types of businesses, big or small, accept credit cards or debit cards as a form of payment.

Why Should You Use QuickBooks Online Payments?

Using QuickBooks has its own set of benefits. Some of the benefits that you get when you sign up with QuickBooks include:

  • You are not required to install anything for QuickBooks Payments in order to work with QuickBooks Online.
  • When you select the Pay Now button on the particular emailed invoices, customers can make the payments online easily.
  • With the help of QuickBooks Online payments, the payments get deposited into respective bank accounts, generally, in 2-3 business days post the transaction date.
  • QuickBooks Payments are embedded in QuickBooks accounting software, hence all your financials and accounts are updated.
  • With the help of the QuickBooks Online Mobile app, it is possible to accept payments with your particular mobile device.

How to Accept Credit Card or Debit Card Payments in QuickBooks Online?

Accepting Credit Card Payments via QuickBooks Online:

Solution 1

Step 1: Choose +New.

Step 2: Choose Receive Payment or the option Receive invoice payment.

Payment Method List

Step 3: Enter the customer payment date and info.

Step 4: In the particular Outstanding Transactions area, choose an open invoice in order to apply for the payment. If you require partial payment, you can make the changes in the particular Amount Received field.

Step 5: From the particular Payment method drop-down option, choose Credit Card.

Step 6: Choose the Add Credit Card details.

Step 7: Add the Credit card details. You can also swipe the card.

Step 8: Choose Process Credit Card.

Step 9: Choose Save. Then click Save and Close.

Solution 2:

Step 1: Choose Select +New.

Step 2: Choose a Sales receipt or you can also choose to Make a sale. After that, you can enter the customer details.

Step 3: Add the particular service or product to sell.

Step 4: From the particular Payment method drop-down option, choose Credit Card.

Step 5: Choose Enter Credit card details.

Step 6: Add the details of the credit card or you can also Swipe Card.

Step 7: Choose Process Credit Card.

Step 8: Choose Save.

Step 9: Choose Save and Close or choose Save and New.

Note: The particular credit card payments that you have got will not show in your bank account register, as long as the funds are not shifted from QuickBooks payments. When the funds are sent to your particular bank, the record of the deposit will be registered in QuickBooks, and the processing fee to the account registers in QuickBooks.

Accepting Debit Card Payments via QuickBooks Online:

Solution 1:

Step 1: Choose +New.

Step 2: Choose Receive Payment or the option Receive invoice payment.

Step 3: Enter the customer payment date and info.

Step 4: In the particular Outstanding Transactions area, choose an open invoice in order to apply for the payment. If you require partial payment, you can make the changes in the particular Amount Received field.

Step 5: From the particular Payment method drop-down option, choose Debit Card.

Step 6: Choose the Add Debit Card details.

Step 7: Add the Credit card details. You can also swipe the card.

Step 8: Choose Process Debit Card.

Step 9: Choose Save. Then click Save and Close.

Solution 2:

Step 1: Choose Select +New.

Step 2: Choose Sales receipt or you can also choose Make a sale. After that you can enter the customer details.

Sales receipt

Step 3: Add the particular service or product to sell.

Step 4: From the particular Payment method drop-down option, choose Debit Card.

Step 5: Choose Enter Debit card details.

Step 6: Add the details of the Debit card or you can also Swipe Card.

Step 7: Choose Process Debit Card.

Step 8: Choose Save.

Step 9: Choose Save and Close or choose Save and New.

There are a number of ways by which you can record or even process credit or debit card payments, in order to hide them in QuickBooks Online.


Need Some One on One QuickBooks Assistance?


Is it Possible to Know What Every Customer Owes Individually?

Even though a customer pays only a portion of the balance owed, QuickBooks Online will monitor the open balance due on every invoice. It is possible to check what is owed by every customer by just selecting the customer.

How Accepting Credit Card Payments in QuickBooks Online Saves Time?

The moment a credit card is processed inside the QuickBooks accounting software, every transaction will instantly apply the payments into the QuickBooks. This reduces accounting work tremendously and saves both time effort.

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Imports

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Customization

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Receive Payment
Estimate
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Statement Charge

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Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

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Vehicle Mileage

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Frequently Asked Questions

 
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You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


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How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

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Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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