Enabling online invoice payment options for companies integrated with QuickBooks Online

When QuickBooks Online is integrated with QuickBooks Payments and online invoice payments are enabled, Acctivate created invoices can be sent to QuickBooks with the option to pay by credit card or bank transfer enabled.

This article applies to: Acctivate companies integrated with QuickBooks Online, version 12.3 and later.

When QuickBooks Online is integrated with QuickBooks Payments, a link can be generated by QuickBooks which allow customers to pay the invoice online.

Once this functionality is enabled in QuickBooks Online, Acctivate can sync invoices to QuickBooks with the option to accept credit card payments and/or bank transfers enabled.

First, set up your QuickBooks Online company so that customers can pay invoices online.
Login to Acctivate -> File -> Configuration Management -> Sales -> Order Options
In the Invoice Options panel, enable either or both of the online payment options:
- Allow online bank transfer payments
- Allow online credit card payments

Note: These options will appear as disabled if you have not performed the first steps. If you've performed the first step and they still show as disabled, trying running a sync with QuickBooks Online.

After enabling these options you can save and close the Configuration Manager. Any new invoices created by Acctivate will be sent to QuickBooks Online with the option to pay by bank transfer or credit card, based on options enabled.