I'm honestly not sure. I got the free trial of EasyStart to see if I like it and set up payments. Is that Quickbooks Payments? I'm able to send invoices for customers to pay online etc.

Not sure about the SaaS question.

JadeeAuthor

Glad to have you back, @Jadee.

You can set up Payments after setting up the trial account. This option is available when you open the Customers page. See this:

If you've gone through that setup, then you already have a QuickBooks Payments account. You will know if you've set it up successfully when you by going to the company settings. Here's how to check:

Go to the Gear icon then Accounts and Settings.
Click Payments.
You will find there your Merchant ID and account information.
If you see this page, it means you haven't set up the service yet.

Also, QuickBooks Payments is an add-on feature in QuickBooks. You can use it along the program to process online payments. If you established an account and don't want to upgrade your account, set up recurring payments outside QuickBooks. Here's how:

Go to this link https://merchantcenter.intuit.com/msc/portal.
Click the Processing Tools drop-down.
Choose Create a Recurring Payment.

Message me again if you need further information about this customer payments processing. I'll be more than happy to share some more information.

Thank you for the information! It seems I am set up for Payments as I see the Merchant ID.

I would like to set up recurring payments in the way you described (without upgraded my plan) but the link you sent me doesn't produce the same page as yours. I get this (attached)

Is there a way to fix this so I can set it up?

Thanks!

@Jen_D

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