Need to process a credit card payment in QuickBooks Online? No worries - it's easy! 

Note: If the credit card info box says Powered by Stripe, see Stripe Processing Invoicing, Sales, and Refunds.

Log into the QuickBooks Online company file that's linked to QuickBooks Payments, then choose between one of the following two options:

Process a payment using Sales Receipt

  1. Select the Plus icon (+) at the top, then Sales Receipt.
  2. Select a customer (client) from the drop-down, then fill in all of the sale details.
  3. Select the proper card type from the Payment Method drop-down, select Enter card details, then fill in all of the card details, or select Swipe Card and follow the on-screen prompts.
  4. Check Process credit card, complete the Sales Receipt, then select Save.
  5. You'll see a confirmation screen showing you the status of the sale.

Process a payment using Receive Payment

  1. Select the Plus icon (+) at the top, then Receive Payment.
  2. Select the proper customer (client) in the drop-down, enter the amount of the payment, select the card type in the Payment Method drop-down, and select Enter credit card details.
  3. Fill in all of the card details, or select Swipe Card and follow the on-screen prompts.
  4. Check Process credit card, check the appropriate Invoice, then select Save.
  5. You'll see a confirmation screen showing you the status of the sale.
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