Where do you go to set up a payment method for customers in QuickBooks Online?

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To set up a payment method for customers in QuickBooks Online, you would navigate to the Settings menu and then select All Lists. This section provides access to various lists, including payment methods, customer types, and other configurations. By going through Settings and accessing All Lists, you can specifically define the payment methods that customers can use, such as credit cards, PayPal, or other forms of payment.

Utilizing the Settings menu is crucial because this is where all foundational aspects of your QuickBooks Online account are configured. It allows for the establishment of standardized processes and options for managing customer transactions effectively. Accessing payment methods here ensures that all transactions are streamlined according to the methods you wish to accept from your customers. Other options such as the Sales section and Reports section focus more on tracking and analyzing sales or generating reports, while the Dashboard provides an overview of your business but does not offer direct settings management.

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