Learn how to link your merchant service to a QuickBooks Online (QBO) company.
Sending e-invoices and having your customers pay online makes it easier for you to do business. To enable this feature in QuickBooks Online, you'll need to link your merchant account to your QBO company. In this article, we'll show you how.
Is your merchant account currently linked to a QuickBooks Desktop company?
If your merchant account is currently linked to a Desktop company file, there are a few things you'll need to do first.
You must be able to log in to the QuickBooks Desktop (QBDT) company file as an Administrator, and in the QBO company file as Master Administrator.
Verify that you are able to access the email account used when the merchant account was set up.
Check the Recurring Charges set up within QBDT. These charges need to be turned off in order to avoid double-charging the customers. To turn off recurring charges in QBDT:
From the Customers menu, select CC Processing Activities, then Automatic Credit Billing.
Select Suspend for each recurring charge.
Set up the recurring charges in QBO after your merchant account is linked.
If you have recurring transactions that run directly from the Merchant Service Center instead of QuickBooks Desktop, contact Merchant Account Services at 1-800-558-9558 to discontinue these recurring transactions.
Note: If you are using Internet Explorer 9, you'll need to enable the Compatibility View feature before you can link your Merchant Account Services account.
Link your merchant service to QuickBooks Online
Now, link your merchant account to QuickBooks Online.
Sign in to your QuickBooks Online account.
Select the Gear icon on the Toolbar, then Account and Settings (or Company Settings).
Select Payments and then Connect.
Once the payment account is detected, you'll see a screen like this.
Select Next to proceed.
When the account has been successfully linked, you'll receive a confirmation page.
To confirm the account is linked go to Account and Settings (Company Settings, then Payments. You will see a Manage details button. This means your QuickBooks Payments account is now successfully linked to QuickBooks Online.
Depending on the specific type of merchant account you have, you may not be able to link it from the website. In that case, you'll need to call Payment Services support at 800-558-9558 to complete the process. You can also contact them if you want to unlink the currently linked account and link another.