How to Process Credit Card Payment in QuickBooks Online

Last Updated on October 7, 2020 by Editor Team

The feature of credit card in QuickBooks Online gives you permission to allows you to accept the payment of credit card and generate invoices for the customers. It also allows the customer of QuickBooks Online that syncs your payment data into the accounting software and permits you to see the sales data in real-time. Here we will discuss how to process credit card payment in QuickBooks online, and if you want to know how to process credit card payment in QuickBooks Online, then you need to learn the step by step procedure which we will describe below in this article.

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If you want to process credit cards in QuickBooks Online, then you need the QuickBooks Payments account. And before you go through the steps of processing credit card payment, make sure of two things, and that is given below:-

  • The first one is you need to sign up for the QuickBooks payments account.
  • And the second one is you can select the location to record your payments and fees.

Procedure to Process Credit Card Payment in QuickBooks Online

These are the two methods to process card payments with your payments account. And here we can provide you the details, check below and know about the brief details of the method:-

Method 1: Receive a Payment Toward an Invoice

In this method, you can receive a payment you need to generate a payment invoice for the customer. By following these given below steps then you will be able to apply the payment that processes to an open invoice:-

  • First, you need to click on the + New option.
  • Then, click on the option of Receive payment or either click on the Receive invoice payment option.
  • After that, you need to fill out the customer info and current payment date.
  • Click on the option of an open invoice to apply the payment toward the Outstanding upload Transactions section. And then you need to take a partial payment, then change what’s in the Amount Received field.
  • Go to the Payment method drop-down menu option, and then click on the option of a Credit card.
  • Click on the option of Enter credit card details.
  • And then you need to enter the credit card info or click on the option of Swipe Card.
  • When you need to save this customer’s credit card, then click on the option of  Use this credit card in the future (Optional step).
  • After that, click on the option of a Process credit card.
  • And then click on the option of Save.
  • Ans at the last step, you need to click on the option of Save and close or either click on the option of Save and new.

Method 2: Create a Sales Receipt

You can process a credit card with a sales receipt if you are not using invoices. These steps will help you to know how to create a sales receipt in QuickBooks Online:-

  • First, you need to click on the + New option.
  • Then, you need to click on the option of Sales receipt or either click on the option of making a sale, and then you can fill out the details of the customer.
  • After that, you can add a product or service to sell.
  • Then you can go to the Payment method drop-down menu, and then click on the option of the Credit card.
  • Choose the option of entering credit card details.
  • And after that, Enter the credit card info, and then click on the option of Swipe Card.
  • When you need to save this customer’s credit card, then click on the option of  Use this credit card in the future (Optional step).
  • After that, click on the option of a Process credit card.
  • And then click on the option of Save.
  • Ans at the last step, you need to click on the option of Save and close or either click on the option of Save and new.

Conclusion

Hopefully, you have got an idea to process credit card payment in QuickBooks Online with the help of the blog. And in case if you face any kind of problem to follow these procedures or any doubts regarding this article then, you can get our Accountwizy ProAdvisor support through the toll-free number +1-888-461-1179 at any time and anywhere.

How to Process Credit Card Payment in QuickBooks Online