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Connect your Payment Account to QuickBooks Desktop

Connecting a payment account to your QuickBooks company allows to you send invoices that will be deposited directly into your bank account. To do this, refer to the steps below.

  1. In QuickBooks, choose Customers > Link Payment Service to Company File.User-added image
  2. Enter the User ID and Password that you created when signing up and select Link Service.
  3. Click Transfer.
  4. When prompted, confirm the transfer of your service by clicking Yes, transfer.

If that doesn't work, try this alternative

  1. Open QuickBooks company file.
  2. From the home screen, select Receive Payment. This opens the Customer Payment window.
  3. On the Payment Method drop-down, select an appropriate card type (Visa, MasterCard, Discover).
  4. Place a checkmark in the Process credit card payment when saving checkbox.
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  5. On the pop-up window that appears, place a checkmark next to Link to an Existing Merchant Account then click OK.
  6. Log in with your username and password linked to the account.
    NOTE: If the Customer Credit Card Protection has not been set up previously, that window will appear and will need to be completed first.A notification appears indicating you have successfully linked the merchant service and a list of the available features.