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How to Process Credit Card Payments in QuickBooks Online?

Posted by qasolved on June 12th, 2020

The credit card feature gives you permission to accept credit card payments and generate invoices for the customers. If you want to know how to process credit card payments in QuickBooks Online, then read further.

Methods to Process Credit Card Payments

Method 1: Receive a Payment Toward an Invoice

  1. First, you need to click on + New option shown on the system.
  2. Now, you have to click on receive payment.
  3. You need to add the customer information as well as the payment date.
  4. Thereafter, click on the open invoice option.
  5. You have to click on the credit card option.
  6. Next, you are supposed to add the credit card info.
  7. You need to click on the process credit card option.
  8. Click on save.
  9. You have to click on save and then close.
  10. In the end, you need to click on the new option.

Method 2: Create a Sales Receipt

  1. Firstly, you need to click on + New option.
  2. Secondly, you have to click on the sales receipt and then add the customer info.
  3. Thirdly, you need to add a product or service.
  4. You need to click on the credit card option.
  5. Now, add the credit card details in the given box.
  6. You have to click on the process credit card.
  7. You need to click on save and close.
  8. Finally, click on new.

How to Enter Credit Card Payments in QuickBooks Online?

  1. To start with, go to the chart of accounts list.
  2. Next, you need to add the credit card account information. With this, give the details of the account type, a description, the name of the account, detail type, and the current account balance. Make sure to click on the new button and then add the information in the given fields.
  3. Now, check that the new credit card account is added to chart of accounts list. With this, you need to search for the new account.
  4. Thereafter, you can access the account register after adding the new credit card account.
  5. Finally, go to the credit card register and then add the information in the fields. You have to choose the transaction type. With this, you need to click on the drop down-arrow and then click on a transaction type. You have to save the credit card transaction.

Conclusion

The blog has mentioned the steps of how to process credit card payments in QuickBooks online and how to enter a credit card payments in QB. You can take the help of this blog if you ever want to process credit card payments in QB Online.

If you have still some queries related to how to process credit card payments in QuickBooks online or how to record credit card payments in QuickBooks online, dial the Toll- Free QuickBooks Support Phone Number +1-888-660-0582.

Reference Source: https://medium.com/@johntrump524/how-to-process-credit-card-payments-in-quickbooks-online-47a6ff3df5fe

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