Sign up for QuickBooks Payments
by Intuit•67• Updated 1 week ago
Learn how to get QuickBooks Payments (Merchant Services) so you can process customer payments in QuickBooks.
In addition to doing your accounting, you can process payments in most QuickBooks products with QuickBooks Payments. With QuickBooks Payments, you can accept credit card and bank payments and QuickBooks will automatically categorize each processed payment on your chart of accounts for you.
We'll show you how to sign up for QuickBooks Payments from any QuickBooks product. This is an add-on feature. Learn more about QuickBooks Payments.
Sign up through QuickBooks Online
You must sign up for Payments through QuickBooks Online. Many customers will qualify for QuickBooks Payments.
The Payments signup window displays three sections:
- In the About your business section, edit the form and tell us about your business. When you're done, select Save and continue.
- In the About you section, edit the form and select Save and continue.
- In the Your deposit account section, select a different bank account for your customer payments. If you choose a different bank account, select Add and search for your bank. Enter the sign-in info you use for your bank, then select Connect.
- For partnerships and corporations you may see two additional sections:
a. In the Co-owners section, tell us about any individual who owns 25% or more of the business. There will be no more than 3 co-owners (in addition to the primary owner).
b. In the Board of directors section, tell us about individuals who were listed on the board of directors when you registered your corporation. There must be at least 1 director for each corporation. - When you're finished with all of the sections, select Review and finish.
You'll recieve an email about your enrollment within a few business days.
Manual steps to sign up for QuickBooks Payments
- Select Settings ⚙, then select Account and settings.
- Select Payments, then select Learn more in the QuickBooks Payments section.
- Select Set up Payments.
Note: Once you sign up for Payments, make sure to review the Merchant Services Agreements.
Opt-in or out of accepting American Express® payments
Starting in January 2025, you can accept payments via American Express® in QuickBooks Online if you opted in during our initial communications.
You can contact Support if you would like to opt-in offering Amex as a payment option, or opt-out if you are already accepting Amex payments.
Note: It may take up to 14 business days for the opt-in or opt-out request to be completed.
Money movement services are provided by Intuit Canada Payments Inc.
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