How to Use Payment Links in QuickBooks (Deskotp & Online)

An easy-to-use Payment Links function is included in the well-known accounting program QuickBooks, which enables users to create and distribute links for collecting payments from clients or customers. These payment linkages simplify the billing and payment collection processes, making it simpler for companies to receive money. In both the desktop and online versions of QuickBooks, this article will examine how to create and use payment connections.

How to Use Payment Links in QuickBooks Online

A simple method for creating payment connections is provided by QuickBooks Online. The following steps describe you that how you can utilize payment links in QuickBooks Online:

Step 1: Log In, To Access Your QuickBooks Online Account

Use your credentials to log into your QuickBooks Online account.

Step 2: The Get Paid & Pay Tab Should be Choosen

Open QuickBooks Online and select the Get paid & pay tab from the left-hand panel.

Step 3: Getting to the Payment Links

Choosing Payment Links from the Get Paid & Pay menu.

Step 4: Establish a Payment Link with the QuickBooks Payments Account.

Choose Create my link to Create Your First Payment Link.

Step 5: Making the Payment Link URL Customizable

Enter your company name to optionally customize the payment link URL.

Step 6: Entering Payment Information

• Submit the sum you wish your client to pay.
• Give a detailed explanation of what the payment is for.
• Click “Add New” to add a new client, or choose a customer name from the dropdown menu.
• To send the payment link, enter the client’s email address.
• Choose your customer’s preferred payment option-a card or bank transfer-for the transaction.

Step 7: The Payment Link being Sent

To Email the Customer the Payment Link, Select “Send Payment Link.“

Step 8: Additional Sending Methods

You have the choice to copy the payment link and send it by an alternative email or text message, or you can decide to show the payment link as a QR code that clients may scan with their smartphones to complete the transaction.

Step 9: Payment via the Customer Process

When customers click the payment link to choose their chosen payment option, a payment page will be brought up.

Step 10: Email Confirmation

You’ll get an email of confirmation after the customer has finished the payment.

Step 11: Checking the Status of the Payment Link

Select Payment Links to view your payment links’ status such as pending, sent, paid, or deposited.

Step 12: Extra Steps with Links to Payment

From the area titled Payment Links, you may send reminders, see link information, and change your payment links.

Tutorial Video: Using Payment Links in QuickBooks Online

Using of Payment Links in QuickBooks Desktop

You will be shown how to access payment links in QuickBooks Desktop in the paragraphs that follow.

Step 1: Open QuickBooks Desktop

Start the QuickBooks Desktop Program, then Sign in to Your Company File.

Step 2: Accessing the Customers Menu

Find the Customers tab in the top menu bar and click it.

Step 3: Choose Your Payment Links

The Customers tab dropdown menu should have Payment Links included as an option in the menu.

Step 4: Create a Payment Link

You will be taken to a new window after clicking on the Payment Links, where you can locate the Create payment link option. On the same, click.

Step 5: Submit Payment Information

The Create payment link option will appear when you click it. You can then enter the payment information, including the amount, description, client name, email address, and chosen payment method.

Step 6: Send the Payment Link

Next, You will see the Send payment link option below; Choose it to email the payment link.

Step 7: Other Sending Methods

The payment link will be sent immediately to the customer’s email address when you click the Send payment link button. If you’d like, you may duplicate the payment link and distribute it over several modes of communication, including text messages, extra email addresses, and other social media.

Tutorial Video: Use of Payment Links in QuickBooks Desktop

Conclusion

Utilizing payment linkages is a smart move for any business looking to boost productivity and streamline processes. With this, you can easily automate your operations. Due to the comprehensive features it provides, it stands out from other solutions.

If you encounter any problems, let us know and we’ll take care of them so you can focus on growing your business. Dancing Numbers team and abilities are at our disposal to handle your problems. Delegating the integration work to us is therefore an option when you can focus on the critical activities that will improve your business.

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