Detailed instructions

Sign in to the QuickBooks Online company that is linked to your QuickBooks Payments account, then follow these easy steps:

  1. From almost anywhere in QuickBooks, click the add (+) button at the top of the screen.
  2. Click Receive Payment (or Sales Receipt, if you prefer).
  3. The transaction page appears. Enter in the details of the payment.
  4. Select an appropriate Payment method. An Enter credit card details button appears below the Payment method menu. (Why don't I see the Enter credit card details button?) Note: For the payment to process, please make sure the Process Credit Card is checked off.

Record a Joint Payment

If there is a situation in which a customer pays for their invoice and the invoice of another customer, you can receive it in the following manner:

  1. Click the add (+) button at the top of the screen. Under the Customer section, select Receive Payment.
  2. Enter the name of the first Customer.
  3. Enter the Amount, Payment Method and Ref #. Make sure you note the check number in the Ref # field (if it was paid by check).
  4. Make an entry into the Memo field that this payment is included with the other customer's name.
  5. Make sure that the correct invoice is checked. You can uncheck the wrong invoice and check the correct on manually, if necessary.
  6. Choose to Deposit to Undeposited Funds, which will put it in the Deposits screen to batch together with the other payment.
  7. Click Save and Close or Save and New.

Repeat for the second customer, making sure the check number is the same and that you enter a descriptive memo. Next, group the payments so that they show as one deposit on the register:

  1. Click the add (+) button at the top of the screen. Under the Other section, select Bank Deposit.
  2. In the Payments section, put a checkmark next to the payments that you want to group together.
  3. Make sure the total looks accurate. The total in this case should be the amount of the joint check.
  4. Select Save and Close or Save and New.


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