We use Zelle and Venmo to accept payments from customers. Please walk me through on how I can integrate Zelle and Venmo into a quickbooks invoice.

We would like a link attached to the invoice so the client can pay righ then. and it is recorded in quickbooks

Answer

Hello there, APD.

I want to make sure you’re getting the right support.

You may search for third-party applications that integrate well and provide seamless payments processing at the following link, since Zelle and Venmo aren’t currently supported by QuickBooks: Intuit QuickBooks App Center

On the other hand, you can add steps on where and how your customers can pay the invoice that you’ve sent. Here’s how:

  1. Go to Customers.
  2. Select Create Invoice button.
  3. Click the drop-down arrow in the Customer Message field.
  4. Select Add New.
  5. Type in where and how your customers can pay the invoice.
  6. Click Ok.

To manually record invoice payments, here’s how:

  1. Click Receive Payments.
  2. Select the customer’s name the Received From drop-down.
  3. Type in the Amount.
  4. Ensure the date is correct,
  5. Select the Payment method.
  6. Choose the Invoice(s) to be paid by putting a check mark next to the invoice.
  7. Set any discount or credit you want to apply to the invoices.
  8. Click Save & Close.

That should do it!

If you have follow-up questions about receiving payments from your customer, please feel free to leave a comment below. I’d be glad to help.

Was this answer helpful? Yes No
Original
IntuitJuViel , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.