Learn how to add users so they can process payments in QuickBooks.
If multiple people on your team handle customer payments, add them to your business's QuickBooks Payments account.
This lets them process payments in QuickBooks without giving them full access to your accounting data. Here's how to add users to QuickBooks Payments from each product.
Step 1: Add a user who can process payments
Step 2: Edit or change users' payment permissions
You can only edit payment permissions from specific products.
- For QuickBooks Desktop and QuickBooks Point of Sale, change users' permissions from the GoPayment app.
- For QuickBooks Online, QuickBooks Online mobile app, and GoPayments, change users' permissions from QuickBooks Online.
- For Merchant Service Center, change users' permissions from the Account-Users page. Select the Role link and change the role from the drop-down menu.