How To Receive and Process Payments in QuickBooks Desktop?

by James Antonio

Having QuickBooks for your business is truly one of the greatest accounting benefits you can win for your company. On QuickBooks, you can not only receive payments but also process them successfully.

Receive and Process Payments in QuickBooks Desktop

On QuickBooks, there are various ways through which you can get your payments processed and get paid.

This article would guide you further in understanding how to receive and process payments in QuickBooks Desktop?

What is Receiving and Processing of Payments in QuickBooks Desktop?

With QuickBooks, there’s a lot that can be done with payments more than tracking your accounting alone. On QuickBooks Payments you would be able to receive all forms of payments which include debit card, credit card, ACH bank transfers for the respective invoices as well.

The most primary thing to do for receiving payments is to start following the link that is shared in the email for paying. Apart from this method, you can also choose for processing payments in person when the customer comes to pay a visit. With QuickBooks, you can process payments via phone too.

Let’s understand further why you need to receive and process payments in QuickBooks Desktop.

Why do you need to Receive and Process Payments in QuickBooks Desktop?

Receiving and processing payments in QuickBooks Desktop can be a great boon for your business’s accounts activity.
Here are few highlights that will substantiate the statement of what makes you choose to receive and process payments in QuickBooks Desktop.

Easy Way of Invoicing:

No more all that papers and running helter-skelter to receive the payments. Get the payments via the digital platform and leverage receiving payments anytime from anywhere.

Flexible with all Payment Modes:

With QuickBooks Payments, you can process payments received through any kind of payment channel including credit/debit card payments, and even ACH bank transfers too.

Automatic Books Update:

QuickBooks will match with the payments received and processed and store it in the books along with getting it reconciled automatically as well.

Let’s understand now in detail how to receive and process payments in QuickBooks Desktop.

How To Receive and Process Payments in QuickBooks Desktop?

As previously mentioned, there are multiple ways to process payments on QuickBooks Desktop. Before we jump onto that, let’s get to understand how to receive payments in QuickBooks Desktop first.

Steps to Receive Payments On QuickBooks Desktop

Step 1: Choose the Receive Payments icon, located on the Home Page. There’s an alternative way to do this, in which, choose Customers and then click on Receive Payments.

Receive and Process Payments in QuickBooks Desktop

Step 2: Input the details of the payer in the Received box.

Step 3: Input the respective amount which is going to be paid to you.

Step 4: Choose the date.

Step 5: Select your preferred payment type. If you wish to choose, check for the payment type, input as check #.

Receive and Process Payments in QuickBooks Desktop

Step 6: Choose DEPOSIT TO account.

Receive and Process Payments in QuickBooks Desktop

Step 7: Check off with the respective invoice that needs to be paid.

Step 8: Hit Save & Close.

Steps to Process Payments On QuickBooks Desktop

Now coming to the part of processing payments on QuickBooks Desktop. There are two phases involved in the processing of the payments on the QuickBooks Desktop. The first phase of processing payments starts with signing up for QuickBooks Payments or connecting with the existing one.

Phase 1: Processing Payments Via Send Online Invoices

Step 1: Visit Customers and choose to Create Invoices.

Step 2: Hit the Customer drop-down and choose the customer. While doing this, verify whether there is a connected email address under the email field.

Also, look into the various online payment options which are available.

Step 3: For changing the payment options for the current invoice, tap on the Change link, and choose the preferred options and confirm to Save.

Step 4: Add on the services/products that needed to be sold.

Step 5: Fill in the remaining sections of the invoice.

Step 6: Hit on the Main tab which you can locate from the above section on the invoice and choose the Email drop-down.

Step 7: Click Invoice.

Step 8: Verify the message; once ready, tap on Send.

Phase 2: Processing Payments Via Process In-Person Payments

Step 1: Visit Customers and choose to Create Sales Receipts.

Step 2: Hit the Customer drop-down and choose the customer.

Step 3: Add on the services/products for which you are being paid for.

Step 4: Fill the remaining part of the sales receipt.

Step 5: Choose the various online payment options which are available.

Step 6: Once done, hit Save & Close.

Now that you know how to receive and process payments in QuickBooks Desktop, we hope this article was helpful enough for the same.


Need Some One on One QuickBooks Assistance?


Can I Process Payments for Open Invoices on QuickBooks Desktop?

Yes. On QuickBooks Desktop, you can process payments for open invoices. Start with the steps which are mentioned for your aid below:

Visit Customers and choose Receive Payments
Find the respective customer from the Received drop-down
Under Transactions, choose the checkbox which is placed beside the invoice for whom the payment is addressed to
Choose the respective mode of payment
Finish by clicking Save & Close

What is QuickBooks GoPayments App and how can I Process Payments through it?

The QuickBooks GoPayments app helps you to receive payments effortlessly along with sending the invoices as well. The data syncing for receiving and processing of the payments happens automatically on QuickBooks Online. However, the data syncing for receiving and processing of the payments does not happen automatically on QuickBooks Desktop.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
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

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

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.

Error Free

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

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

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.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


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

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot 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.


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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