Connect QuickBooks Payments to QuickBooks Online

Learn how to connect an existing QuickBooks Payments account to QuickBooks Online.

Connect your existing QuickBooks Payments account to QuickBooks Online to process and manage payments in one place. If you use Payments with another QuickBooks product, you can connect or migrate your account to QuickBooks Online. Review the requirements and limitations before you connect.

Critical migration rules and restrictions

Before you migrate a Payments account between QuickBooks products, review these guidelines:

• Stored customer profiles: QuickBooks can't transfer saved credit card or wallet info between software environments. Have your customers enter their payment info again the next time they make a payment.
• Pre-existing invoices and e-invoices: Payment requests from the previous software environment stop accepting payments after you change the Payments account connection. Recreate and send open invoices from QuickBooks Online.
• Settled transaction adjustments: QuickBooks Online can't issue refunds for sales processed before the account migration. Follow the appropriate process to issue refunds for these historical transactions.
• Unmapped recurring schedules: Active recurring payment templates on an unmapped profile continue to process after migration. Sign in to the previous processing dashboard and cancel all active recurring payment templates before you migrate the account.

Guidelines for auto-enabled onboarding accounts

If QuickBooks automatically enables your company profile to accept customer payments, you can send pay-enabled invoices and accept credit card or bank transfer payments right away. Keep these timelines in mind:

• Account verification requirements: Complete the full business application within 30 days of receiving your first payment. This includes your bank deposit routing and required guarantor information.
• Automated feature closure: If you don't submit the full business application within 30 days, QuickBooks automatically pauses payment processing. QuickBooks may return any outstanding funds to your customers.

Connect your QuickBooks Payments account to QuickBooks Online

1. Sign in to QuickBooks Online as an admin.
2. Go to Settings and select Account and settings.
3. Select Payments tab, then select Activate payments.
4. Follow the steps to connect your QuickBooks Payments account.
5. Select Get set up.
6. Select Done.

Note: You can recreate recurring payments as memorized sales receipts once you've linked your account.

Update the payment account for apps

If you use a shopping cart, webstore, or third-party processing apps with your QuickBooks Payments account, you'll need to reconnect them. Steps for reconnecting vary from app to app. Visit the QuickBooks App page, find the apps, and connect them to QuickBooks Online.

Change the account QuickBooks puts money into

You can keep using the same account you've always used to deposit customer payments. If you need to, here's how to change the account.

Turn on payment options and online invoices

Here's how to turn on payment options and process payments.

For any queries, reach out to our support team.

Money movement services are provided by Intuit Canada Payments Inc.