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userzappatim52
Level 1

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

 
7 Comments
SarahannC
Moderator

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

Hello there, userzappatim52.

 

You'll need to activate payments on the Invoice page. Here's how:

 

  1. Go to Invoices on the left panel.
  2. Click the Create invoice button.
  3. Then, hit the Customize tab.
  4. In the Payments section, click the Activate link and complete the required details (Business information, Personal information, and Deposits account information).
  5. Once done, click Activate Payments.

To manage transactions, you can check these articles for additional guide:

 

 

Let me know if you have other questions. I'll be right here to assist you anytime. Take care and stay safe always.

userzappatim52
Level 1

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

That's the problem I don't have a payment option in the customize tab. I attached a picture of what i have in the customized section. I do have a bank account attached and it has access but I cant get access to connect it to the invoices

Fiat Lux - ASIA
Level 15

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

@userzappatim52 

Do you have the merchant payment account?

https://quickbooks.intuit.com/learn-support/en-us/process-credit-card-payments/sign-up-for-quickbook...

 

You may also explore Melio as another option to accept online payment and integrates it with your QBO account.

https:// melio.grsm.io/quickbooks

 

 

userzappatim52
Level 1

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

I don't know? as far as I'm aware of I don't but I tried to contact the services Friday night and they said i might then I was given the wrong number to contact them.

SarahannC
Moderator

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

Hello there, userzappatim52.

 

If you haven't tried using logging into your account through a private browser. You can follow the shortcut keys below depending on the browser you're using. This helps us check if this is a browser-related issue. 

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

If the payment option is showing, we can go back to your regular browser and clear its cache. In case private browsing fails, you can also try switching to a different supported browser

 

Also, please know that you can only contact our support team using your QuickBooks Self-Employed account. This prevents you from fraudulent activities. You can go ahead and log in to your QBSE account. Then, utilize the QB Assistant window to get in touch with them. For more details, check out this article: Contact QBSE Support

 

Our support team will help you check your account information in a secure environment. This way, we can determine why the payment option is not showing in the Customize tab. 

 

You can always comment below if you need further assistance. Take care and have a good one!

userzappatim52
Level 1

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

Still not working each time I try to log in I get this message even in the private setting.

ReymondO
QuickBooks Team

I was unable to connect a bank when I set up this account I now have a bank connected. How do I get it to accept online payment?

Hey there, @userzappatim52.

 

Thank you for providing a screenshot and performing the steps provided by my colleague above. Let me provide additional resources so you can accept customer payments in QuickBooks Self-Employed (QBSE).

 

Based on the error message that you've got, it seems that your level of access in the Merchant Services is what causing the issue. 

 

If you have been added as a user by your account administrator, make sure that your role level is set to access QuickBooks Payments. This way, you can set up your account. Also, here are the types of access they can give you in QuickBooks Payments.

user access in merchant services.PNG

To fix it, I'd suggest contacting your account administrator. They are the ones who can verify your access level and change the user's permission if necessary. 

 

Here's an article you can use as additional reference: How to change user roles for QuickBooks Payments.

 

Once you're ready to accept customer payments, here's how to process them in the Merchant Service Center

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

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