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How to receive and collect credit cards and transfers in QuickBooks

By June 29, 2018Uncategorized

Back show you how to collect credit card payments as well as direct bank transfer, which is free, and lastly, I stated that it’s always best to receive a check or cash, but sometimes it’s just not the that convenient lot of places they don’t accept credit cards. They don’t like to pay that 3% merchant services fee or a lot of times they do, they have like a minimum you going to mom-and-pop place $10 minimum 15 $20 minimum. Because every time you swipe that merchant services take the third 3% to be $0.30 $0.50 big transactions could be dollars at the end of the month. That adds up. Long story short, they take three dollars per transaction three is a lot of businesses that cash only. They don’t pay that and it’s easier to hide paying taxes, you could pay a lot less of you except cash you knew that for me.


Steps which are needed to be followed:

  • Let’s get into it back to the situation and I’m just going create a new invoice from the top women sales and invoices right here.
  • Select the customer.
  • We were using a couple of fake customers throughout the last couple of videos, product and service is the bronze package from Moses the full carwash with two layers wax coating free bank transfer present explanatory you put in your bank account number and your routing number and credit cards, tiers or 3% moving to set both of these up with getting set up so just go ahead and click send and save it can send this to this link. Anyways, get set up to take a few minutes.
  • Send and save bottom right, make sure you have the correct email here that is how they are going to get noticed that you did something for them, product or service wise and now you want your money, give me my money now subject this and that online payment yes free bank transfer. It’s good too because couple years ago QuickBooks to charge $0.50 per transfer and that happens and what a couple business days.
  • This happens almost instantaneously. While it’s they front the money to you but it really doesn’t go through for a couple days. It gives you the benefit of the doubt though.


  • Don’t focus on what I just said click on send and close now to take us to here we go invoice finished set up. We do have a bank already set up letters hotdogs this and that was good to go. How much you think you’ll be processing monthly lesson five grand. Yeah, that’s fair to say we are a small business but make sure to be the huge business.
  • Click on next right there. No, fill in all this stuff on FS for the video you can fill out that information can ask for your EI and make sure you have that and that’s can take you this morning. Fast forward again all rights when we get past the first two form to fill out an hour at our bank, add your bank account number.
  • I’m just going to do my Gran the first check in looking at right here on the fast for this part bank account number goes right here routing is right here you take a second or two away for moment way.
  • Look at your info. There’s no easy way to do this. Okay, so I got this right here excited you some of my personal information. It did throwback. I haven’t seen this before because on my real QuickBooks online.
  • I did not use my personal information or fictitious information. This looks a little bit fishy though, but that’s can it once you know that it will verify it and you will be allowed to click on payments.
  • You will have the option to send the credit card invoices. That’s it.

Hope hopefully this article made sense out of the news or not. That’s it. Good luck with this and see as an expert or we talked about receiving payments and handling 50% upfront and 50% cash on delivery.

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How to Create Custom Estimate in QuickBooks


Maxim last year we created an estimate but it looks pretty plain. So what spice it up and let our estimate better represent your brand.


  • So let’s get back into it from the dashboard of the overdue sales.
  • Click on rodeo customers right here on the far right where it says create invoices, go ahead and click on create estimates and will route to do was just have couple want to know about this service or this and that one hour.
  • Get to what would happen with the I button so about that pause for station identification hours one hour $10 this and that.
  • Check out here in the bottom middle click on customize now it’s broken up you go to new style you want to leave without saving surely we need back that doesn’t take that long to type in one hour so is broken up into okay for create estimates that turn heads and open wallets.
  • Content emails and payments will just be called as templates one just like that.


For example, one now there’s a bunch of things you can do so. We got our design or content or emails payments for design is how we wanted to look at her colour a logo. I imagine your company has a couple of colours that represented these colours may be on your logo, your decals, your uniforms, let’s upload an image. I’ve got my old Village Park source logo just like that. I like that the colour is a little bit too bright to go with the darker green. I like that that’s good to go get choosy with your font. Let’s go from Helvetica to Times New Roman and Times New Roman and speculative bigger when in doubt, print out and good in that department.



Let’s content maybe some of the stuff we need some of the stuff we do not need. It’s got three little pencils over here. That means we can edit this information. Maybe you don’t have your phone number on it maybe don’t have your business name for numbers we can on click that sale that’s gone there at County your call emails. This is got so backed content for the site you can get rid of some of the stuff you got a broken on your rate your quantity your amount. If you have a lot of products need an SKU number you can add it in that regard, I want to go back to design and really fast. I want to change the template though I don’t like this. I think friendly is the most professional, click on friendly let’s go with bold now was too much ink will go with modern and I know we can move our logo around the little bit and put that over there estimate middle discount play around that there are no right or wrong emails. This is kind of your stock what to say when it shows up in their email. Here’s your invoice.


No, let’s go from the click on that down to estimate dear about a ruffled number. Please review the estimate below. Feel free to contest. Contact us to give me questions. We look forward to working with you. Thanks for doing. Thanks for your business can be. Right now I am at my coffee and Danes at the subject in here useful name you got a couple more options and that’s kind of just payments is over here being a show bank transfer free. I don’t think you can do PayPal you can you PayPal I like that and we are going to click done and we saved it is template one so if you ever go back to estimates. Let’s go on it apnea so my pin my Internet bill so ready to back to customize again and it should show up template one. There is fraud or another estimate. Soon after, keep re-creating that every single time there’s an estimate or an invoice. Invoices can work the same way if you guys want a tutorial for that. Let me know that is how you create a custom estimate in QuickBooks online.



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