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Getting Set Up In QuickBooks

Each month you will receive an email at your primary member email id. This page will help you familiarize yourself with the process and help you create a quickbooks account, pay your bill and save your banking information so that you do not have to enter it each time you need to pay a bill. The email will look something like this:

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Step 1 - Click on the "review and pay" button in the email and it will take you to the QuickBooks site.

Step 2 -

 

a) If you do not have a QuickBooks account, click the "Create an account" button.

 

b) If you already have an account, choose the "Sign in" button.

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c) If you prefer not to have a QuickBooks account, you may also simply enter your account information and click "Pay".

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Note that Entering your account information and clicking the "Pay $100.00" button before creating an account and saving your payment account information will mean you have to enter your bank info again next time. This is a common point of confusion. It's simplest in the long run to create an account, save your bank info and then just sign in to your account to pay invoices in the future.

When you click "Create an account" on the page above, QuickBooks will ask for the information below. Enter your email id and create a strong password. You can add a cell phone number and  send a verification text to that number for extra security.

If you used your cell phone and requested a text message, enter the code that you receive in the text in the box provided and click Continue.

Now enter your bank account information, select the "Save payment method to pay faster next time" box and click the "Pay $100.00" button.

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On future visits, simply follow the Sign In, path on the QuickBooks site by selecting the small Sign in" choice rather than the "Create an account" choice 

Once you've clicked the "Pay" button, QuickBooks will process and confirm the payment.  

If you'd like, you can download a copy of your receipt for your records, feel free to do so.

You have now paid your bill and had the option to set up an account so that you can sign in and use the same bank information next time an invoice arrives in your email.

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If you have questions, are not getting billing emails, would like to change your billing email, etc. please email larkmeadowsfinance@gmail.com.

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