Where can I find an authorization form and is there anyway to embed in to the invoice or is there a button that the customer can click on that approves payment authorization?
I'm late to here, but I have a question. If I enter the credit card info and accept a payment, how do I then attach that payment to an open invoice in my system?
Great information but my customer sent me a ACH payment and I never even sent them any information or signed them up. How do I find the money and it was already taken out of their account?
I would need to see your unique situation to understand what you are trying to achieve with quickbooks payments. can you explain a little more what you are doing?
How do you set up quickbooks invoices to charge the fees back to the customer when they use the credit card? I have been hit with some hefty fees here and I am sure others would love to have that option. I looked through and there is not option for this that I can find. Hoping someone gets this option asap!
Unfortunately, quickbooks does not offer charging the processing fees to your customers. This has been asked in the community forums for years now with no luck. Their suggestion always ends up being create a service item for Processing Fees and manually add it to each invoice as a line item.
Very good info, but I have seen that when we try to pay for the invoice using pay now link. It gives error for that. I don't understand this. We try to pay using debit card.
Can you please make a video on how to on boarding clients and some templates on what services are provided to clients, etc to help us pitch to clients?
I will add it to the list! This channel has primarily been QuickBooks tutorials, but we are hoping to expand the range of content we put out sometime this year. Thank you for the suggestion!
Hi, can i use quickbooks as a payment gateaway for my shopify store so my customers can pay their orders with credit card at the checkout section ? Thanks
When I click account setting the payment options doesn't show. I sent an invoice to someone but the "Pay" option on their end did not show. I've watch a ton of videos and still haven't figured out how to get the payment option. May I get some help please?
I'm not sure why you do not see the payments section under account and settings. Try using this link. quickbooks.intuit.com/payments/pricing/ If that still doesn't work, call quickbooks online customer support. they will be glad to get that working for you because its more money for them lol
I do not believe there is a say to print the invoice and mail it with a payment link. A work around could be to select save and share link at the bottom right, and then copy the payment link in the memo field but it is a long link
What do you mean by linking the payment link to a statement? If you are creating the link via an invoice in quickbooks there is no way to not record it as a sale. I'm not sure I can adequately answer your question without knowing your specific situation. Please provide more info on what you are trying to accomplish.
Quickbooks online support said they don’t offer payment links to receive payment so we have to connect to a third party app. Did you connect to a third party app to get your payment link available? If yes is it the Square I saw or a different third party app?
In the bottom right hand corner of the invoice where you normally save and send or save and close, click the arrow and choose save and send link. This will allow you to copy the payment link for the invoice. Hope this helps!
Great information! I do have a question I am hoping you can answer. Each time I create an invoice I have to check the credit card and bank payment option. Is there a way to have these turned in the "on" position at all times. Its just time consuming when i am processing hundreds of invoices monthly. Thank you for your time
Yes! Once you have QuickBooks Payments set up, if you go to the Gear icon>Account and Settings>Sales>Invoice Payments, you will be able to set your default desired payment options. In your case, just turn both Accept Credit Cards and Accept ACH "On" by clicking the pencil icon to update. Make sure you hit Save! Hope this helped
Simply sign up for QuickBooks online through there website and then you can set up QuickBooks Payments for merchant Services how we explain in the video. Hope this helped!
Help is on the way! Click the Gear icon on the top right, then go to the Sales section. In the Sales Form Content section you can turn Tips (Gratuity) on by clicking the pencil to edit. Save and Done.
Check the App section to see if there is an App that integrates Vital and QBO. if there is not, you will need to pull sales reports from the Vital POS system and post them manually to QBO at your desired frequency.
Hello thank you for the video. Is there anyway to get a quicker turnaround time on bank transfer times for customer’s that prefer to pay that way? It takes 5 business days? I’ll also be checking with Quickbooks. I am not sure why this is taking so long. I’ve only done it twice one for $3500 and the other was for $8000. Thanks
You have to set up your company on quickbooks online which you would pay for monthly. Then you will be able to set up quickbooks payments and pay per transaction.
No, unfortunately quickbooks does not have a way to send the authorization form. You'll have to send the authorization form and get it signed outside of quickbooks. Once signed, you can check the box in quickbooks that you have authorization to charge the card or debit ACH.
Unfortunately, no, intuit has not made this function available. I have read in forums that it is something the developers are considering to add, but with no specific time frame on when it will be available. That response from them was over a year ago. The only way to charge the processing fee in an invoice is to manually type in the amount.
I would need to understand your specific situation before giving an appropriate answer to your question. Most likely you could, however, there would probably need to be additional accounting entries necessary to ensure proper reporting. Sorry I am unable to answer any further than that with the current information that i have.
We primarily use QuickBooks Online products. I am not up to date on all of the new features and what QuickBooks Desktop offers today but i do believe there is a QuickBooks Payments option for desktop. Go to quickbooks.intuit.com/payments/desktop/# .. this might answer your question.
Click the gear icon, go to account and settings, and then the payments section. There is a setting under this section to set up instant deposits. Hope this helped!
stay away from Quickbooks payments - they may hold onto your money indefinitely - they WILL NOT tell you how long it will take to process - it's a complete joke
Hey MAC so we recently purchased a credit card reader for our business using quickbook payments. At first we thought this process was very seamless but now we seem to have a negative accounts recievable, how do I fix this ?
This means you are recording that you are receiving more cash than you have recorded in sales. This could happen for a couple of reasons. Unfortunately, without seeing your unique situation it's hard to know how to fix it but if I had to guess the negative amount is the amount of the fees? Make sure this is your set up moving forward: If you go into account and settings, then go to the deposit accounts section, make sure the bank account that deposits are going to is set up properly here. Then if you set up that same bank account in the banking section by linking your account, you should be able to just match the transactions and everything should tie moving forward. If you are still having issues, feel free to give us a call for a free consultation and we can help you clean it up. Our number is 609-236-8783.
You will have to pay for a Quickbooks Online subscription. Quickbooks payments is no additional monthly cost, just the per transaction fees. Hope this helps!
I did that yesterday but I have a question for whoever knows the answer I send to my customers a payment link and they pay it does it go to my bank account after a couple of days or does it go to the my QuickBook account and I still have to withdraw it to my bank. who ever knows please let me know
You are able to set the desired deposit account that you would like the funds to go to during the set up or under the Payments section in Account and Settings. Hope this helped!
Dennis, I'm not sure I understand your question. But I'll take a stab at it. If you go to the account and setting section, under payments, you can click on manage account and see all the transaction activity and deposit details.
@@hullstone sorry probably I explain my self wrong. In the video you said that if Somebody wants to make an ach automatica payment to get money from customers banks directly, we should first send a form of Agreement to take they bank data. I was asking If there’s a way to get that form, or maybe a sort of e-form so you can get the permission online from the customers. Hopefully I explain it well this time ahahah.
@@dennis-theguyfromitaly9787 oh haha yes I understand now, sorry about that. It's been a while since I have even watched this video lol. Anyway, to the best of my knowledge, QuickBooks does not provide this form. You can just google "ACH Debit Authorization Form" or "Credit Card Authorization Form" to see examples of these forms and what is needed to be signed and filed for your records. Then you can create one or save a template in a place to send it out quickly to be signed before initiating payment to you. Hope this helped.
It does not look like QuickBooks Payments accepts international transactions. I would look into a 3rd party payment processor that integrates with QBO, has comparable rates, and accepts international payments.
Our focus is the quality of the information we are providing. We are accountants. Not film or audio experts. As the channels grows, we will update our production quality. I apologize you are not satisfied with the audio quality but we hope you learned what you needed to from our video and we hope you subscribe and continue to watch our videos for the information we provide.
thank you I am a newbie at Quick books and this helps me to see how my customers can pay online.
Great info! I guess I get the payment authorization form at the bank.
Awesome! Just the information I was looking for, thank you!
Glad it was helpful!
very good info, thanks. Only one suggestion, speech tone and rate need improving.
Thank you! I appreciate the feedback!
I need QuickBooks can you sell i will buy
Thank you. Just what I was looking for
Glad we were able to provide the information you needed!
Thanks for the video. I was wandering why a customer paid money to a wrong account? Now I see what needs to be corrected.
THANK YOU. Exactly what I needed.
Glad the video helped!
Hey bro i need quick book for payments do you have
I need QuickBooks can you sell i will buy
Where can I find an authorization form and is there anyway to embed in to the invoice or is there a button that the customer can click on that approves payment authorization?
I'm late to here, but I have a question. If I enter the credit card info and accept a payment, how do I then attach that payment to an open invoice in my system?
As an owner of a bookkeeping business I am looking for the payment authorization form to send to my client.
Great information but my customer sent me a ACH payment and I never even sent them any information or signed them up. How do I find the money and it was already taken out of their account?
Why is gratuity turned on but doesn't give the client that option during checkout?
I would need to see your unique situation to understand what you are trying to achieve with quickbooks payments. can you explain a little more what you are doing?
How do you set up quickbooks invoices to charge the fees back to the customer when they use the credit card? I have been hit with some hefty fees here and I am sure others would love to have that option. I looked through and there is not option for this that I can find. Hoping someone gets this option asap!
Unfortunately, quickbooks does not offer charging the processing fees to your customers. This has been asked in the community forums for years now with no luck. Their suggestion always ends up being create a service item for Processing Fees and manually add it to each invoice as a line item.
@@hullstoneis this still the case ?
@@hullstone I'm guessing this is still the case, correct?
What do you sell
Does quickbooks automatically add the percentage in fees to the invoice amount or do you have to do that yourself ?
Very good info, but I have seen that when we try to pay for the invoice using pay now link. It gives error for that. I don't understand this. We try to pay using debit card.
Sorry to hear about this error. I would contact QuickBooks customer support about this issue.
Can you please make a video on how to on boarding clients and some templates on what services are provided to clients, etc to help us pitch to clients?
I will add it to the list! This channel has primarily been QuickBooks tutorials, but we are hoping to expand the range of content we put out sometime this year. Thank you for the suggestion!
Hi, can i use quickbooks as a payment gateaway for my shopify store so my customers can pay their orders with credit card at the checkout section ? Thanks
I believe so. Go to www.shopify.com/payment-gateways/united-states/quickbooks-payments .. this might answer your question.
When I click account setting the payment options doesn't show. I sent an invoice to someone but the "Pay" option on their end did not show. I've watch a ton of videos and still haven't figured out how to get the payment option. May I get some help please?
I'm not sure why you do not see the payments section under account and settings. Try using this link. quickbooks.intuit.com/payments/pricing/
If that still doesn't work, call quickbooks online customer support. they will be glad to get that working for you because its more money for them lol
I don't have the payments option in account and settings
Unfortunately, this is something youll need to call QBO support about. I hope they are able to help you!
Do you know how long it takes for a cc payment to deposit after client receives invoice and pay?
In order to set up for receipts via ach must invoices be emailed as opposed to regular mail with payments link indicated on invoice
I do not believe there is a say to print the invoice and mail it with a payment link. A work around could be to select save and share link at the bottom right, and then copy the payment link in the memo field but it is a long link
Can you add a payment link to a statement? How do you make QB not record the payment as a sale?
What do you mean by linking the payment link to a statement?
If you are creating the link via an invoice in quickbooks there is no way to not record it as a sale.
I'm not sure I can adequately answer your question without knowing your specific situation. Please provide more info on what you are trying to accomplish.
Quickbooks online support said they don’t offer payment links to receive payment so we have to connect to a third party app. Did you connect to a third party app to get your payment link available? If yes is it the Square I saw or a different third party app?
In the bottom right hand corner of the invoice where you normally save and send or save and close, click the arrow and choose save and send link. This will allow you to copy the payment link for the invoice. Hope this helps!
Great information! I do have a question I am hoping you can answer. Each time I create an invoice I have to check the credit card and bank payment option. Is there a way to have these turned in the "on" position at all times. Its just time consuming when i am processing hundreds of invoices monthly. Thank you for your time
Yes! Once you have QuickBooks Payments set up, if you go to the Gear icon>Account and Settings>Sales>Invoice Payments, you will be able to set your default desired payment options. In your case, just turn both Accept Credit Cards and Accept ACH "On" by clicking the pencil icon to update. Make sure you hit Save! Hope this helped
Please I need to buy a quick book account with merchant services
Simply sign up for QuickBooks online through there website and then you can set up QuickBooks Payments for merchant Services how we explain in the video. Hope this helped!
How do I add option to let my customer add gratuity ? I have a card reader and I'm not finding info send help lol
Help is on the way! Click the Gear icon on the top right, then go to the Sales section. In the Sales Form Content section you can turn Tips (Gratuity) on by clicking the pencil to edit. Save and Done.
Thanks for your videos!
How can I process debit card payments? Thank you.
Same way you would process a Credit Card.
I need QuickBooks can you sell i will buy
What if your not using QBs credit card system. I'm taking payments with vital pos. How do I enter that? Just like a check? In payments
Check the App section to see if there is an App that integrates Vital and QBO. if there is not, you will need to pull sales reports from the Vital POS system and post them manually to QBO at your desired frequency.
Hello thank you for the video. Is there anyway to get a quicker turnaround time on bank transfer times for customer’s that prefer to pay that way? It takes 5 business days? I’ll also be checking with Quickbooks. I am not sure why this is taking so long. I’ve only done it twice one for $3500 and the other was for $8000. Thanks
You can opt in to an addional 1% fee, with a cap of $10, for 1 day ACH bank transfers
I have to pay for this before i get started?
You have to set up your company on quickbooks online which you would pay for monthly. Then you will be able to set up quickbooks payments and pay per transaction.
Can you send a CC authorization from Quickbooks? I don't process payments but I do collect CC info. Can I send customers an authorization?
No, unfortunately quickbooks does not have a way to send the authorization form. You'll have to send the authorization form and get it signed outside of quickbooks. Once signed, you can check the box in quickbooks that you have authorization to charge the card or debit ACH.
how do you charge the customer the processing fee depending on what option they chose to pay by?
For some reason, Quickbooks still does not have an option to charge processing fees to the customer. We have been waiting for this option as well!
Is there any way to add those fees automatically in the invoice so when the customer is ready to pay the invoice is already there.
Unfortunately, no, intuit has not made this function available. I have read in forums that it is something the developers are considering to add, but with no specific time frame on when it will be available. That response from them was over a year ago. The only way to charge the processing fee in an invoice is to manually type in the amount.
Can I use this to collect payment from customers that barrow loan from me?
I would need to understand your specific situation before giving an appropriate answer to your question. Most likely you could, however, there would probably need to be additional accounting entries necessary to ensure proper reporting. Sorry I am unable to answer any further than that with the current information that i have.
Does this work the same with Enterprise version?
We primarily use QuickBooks Online products. I am not up to date on all of the new features and what QuickBooks Desktop offers today but i do believe there is a QuickBooks Payments option for desktop. Go to quickbooks.intuit.com/payments/desktop/# .. this might answer your question.
when I click credit card it docent show me the option under neath
where are you clicking credit card to expect a drop down option?
How do I set up instant deposits
Click the gear icon, go to account and settings, and then the payments section. There is a setting under this section to set up instant deposits. Hope this helped!
stay away from Quickbooks payments - they may hold onto your money indefinitely - they WILL NOT tell you how long it will take to process - it's a complete joke
I need QuickBooks can you sell i will buy
Hey MAC so we recently purchased a credit card reader for our business using quickbook payments. At first we thought this process was very seamless but now we seem to have a negative accounts recievable, how do I fix this ?
This means you are recording that you are receiving more cash than you have recorded in sales. This could happen for a couple of reasons. Unfortunately, without seeing your unique situation it's hard to know how to fix it but if I had to guess the negative amount is the amount of the fees?
Make sure this is your set up moving forward: If you go into account and settings, then go to the deposit accounts section, make sure the bank account that deposits are going to is set up properly here. Then if you set up that same bank account in the banking section by linking your account, you should be able to just match the transactions and everything should tie moving forward. If you are still having issues, feel free to give us a call for a free consultation and we can help you clean it up. Our number is 609-236-8783.
But don’t they charge starting $20 per month
You will have to pay for a Quickbooks Online subscription. Quickbooks payments is no additional monthly cost, just the per transaction fees. Hope this helps!
I need QuickBooks can you sell i will buy
I did that yesterday but I have a question for whoever knows the answer I send to my customers a payment link and they pay it does it go to my bank account after a couple of days or does it go to the my QuickBook account and I still have to withdraw it to my bank. who ever knows please let me know
You are able to set the desired deposit account that you would like the funds to go to during the set up or under the Payments section in Account and Settings. Hope this helped!
So quick book actually does send card reader???
They used to. i dont believe they do anymore unfortunately. I only see that you are able to buy a $50 card reader now.
Where to find the form for the consumers for ach payment?
Dennis, I'm not sure I understand your question. But I'll take a stab at it. If you go to the account and setting section, under payments, you can click on manage account and see all the transaction activity and deposit details.
@@hullstone sorry probably I explain my self wrong. In the video you said that if Somebody wants to make an ach automatica payment to get money from customers banks directly, we should first send a form of Agreement to take they bank data. I was asking If there’s a way to get that form, or maybe a sort of e-form so you can get the permission online from the customers. Hopefully I explain it well this time ahahah.
@@dennis-theguyfromitaly9787 oh haha yes I understand now, sorry about that. It's been a while since I have even watched this video lol. Anyway, to the best of my knowledge, QuickBooks does not provide this form. You can just google "ACH Debit Authorization Form" or "Credit Card Authorization Form" to see examples of these forms and what is needed to be signed and filed for your records. Then you can create one or save a template in a place to send it out quickly to be signed before initiating payment to you. Hope this helped.
@@hullstone thanks you
Do international payments work?
It does not look like QuickBooks Payments accepts international transactions. I would look into a 3rd party payment processor that integrates with QBO, has comparable rates, and accepts international payments.
Can't HEAR him even at 100% volume
Sorry this was your experience with the video. Is anyone having this same issue?
your sound quality is terrible !
Our focus is the quality of the information we are providing. We are accountants. Not film or audio experts. As the channels grows, we will update our production quality. I apologize you are not satisfied with the audio quality but we hope you learned what you needed to from our video and we hope you subscribe and continue to watch our videos for the information we provide.