QuickBooks for Mac 2014 User’s Guide 115
Using Intuit PaymentNetwork with QuickBooks for Mac
It can be pretty easy to get paid and keep payment records when you use Intuit PaymentNetwork with QuickBooks
for Mac.
Step 1: Set up QuickBooks for Mac to work with
Intuit PaymentNetwork.
When you're in Preferences, you'll see that Use Intuit PaymentNetwork for all customers is checked by default.
Keep it checked if you want to give all your customers the option to pay you online via Intuit PaymentNetwork.
(You can always turn the option off for specific invoices.)
Uncheck this box if you want to add links to Intuit PaymentNetwork manually only to certain invoices.
Step 2: When you create invoices, add a link to Intuit PaymentNet-
work that your customer can click to pay you online.
!
• Click . When you save the invoice, QuickBooks adds a link so your customer can pay you online.
If the button is dark, Intuit PaymentNetwork is already turned on.
• Click again and resave the invoice to remove the Intuit PaymentNetwork link from the invoice.
Refresh the invoice form. A link appears under the Items table. That's the link to your Intuit PaymentNetwork
account.
When you email your invoice to your customer, you'll see information about the link that your customer will see.
Step 3: Get paid!
Intuit PaymentNetwork sends you an email when a payment has been processed, then posted to your account.
Step 4: Download the payment to QuickBooks for Mac.
1 Go to Customers > Intuit PaymentNetwork > Download Transactions. A browser window opens.
2 Log in to your IPN account.
3 Now you need to choose how you want to download the transactions into QuickBooks.
4 To both receive the payment and record the deposit, choose the top radio button.
We recommend this option most of the time--unless you have a specific need to record this deposit
manually, it's easier to let QuickBooks handle the IPN fee split and create all the correct records.
5 To just receive the payment and group the money with your other undeposited funds, choose the
lower radio button. Don’t forget to account for Intuit PaymentNetwork fees when you do record this
deposit.
6 Check all the transactions in the list that you want to download now.
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