1. Quick Checks Before You Start
- Confirm QuickBooks Payments is activated in your account. Without it, you won’t see Payment Links options.
- Decide if the link should be one-time (expires after a single payment) or multi-use (reusable for repeated transactions).
2. QuickBooks Online (QBO)
- Log in to QuickBooks Online.
- From the left menu, select Get Paid & Pay (may show as Sales & Get Paid).
- Choose Payment Links.
- Click Create link or Create my link.
- Select One-time or Multi-use, then Next.
- Fill in:
- Amount & description
- Customer (select from list or add new)
- Customer email
- Payment method (Card or ACH)
- (Optional) Enable “I am selling a product…” for post-payment delivery
- Hit Create link.
- Send it via email, copy URL, or share the QR code. Multi-use links can also be embedded on your website or social media.
- Manage existing links under Sales → Payment Links (send reminders, edit, track status).
3. QuickBooks Desktop
- Open QuickBooks Desktop.
- Navigate to Customers → Payment Links (or click the Home screen icon).
- Click Create Payment Link.
- Enter amount, description, customer info, email, and payment method.
- Click Send Payment Link, or copy URL/QR code.
- Review and manage links under Customers → Payment Links.
Summary Table
| Step | QuickBooks Online | QuickBooks Desktop |
|---|---|---|
| Locate Feature | Get Paid & Pay → Payment Links | Customers → Payment Links |
| Create Link | Choose type → fill details → Create | Create Payment Link → fill details → Send |
| Share Options | Email, copy link, share QR, embed | Email or copy link/QR |
| Manage Links | Dashboard under Payment Links | Same under Customers → Payment Links |
Tips
- Suggest multi-use links for ongoing customers to streamline recurring payments.
- Encourage using designed links on websites and in social media bios.
- Remind clients to send payment links before services start for better cash flow.
- Use the QR code during onsite visits to close sales instantly.