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Sign up for QuickBooks Payments

SOLVEDby QuickBooksQuickBooks Point of Sale197Updated July 29, 2022

Learn how to get QuickBooks Payments 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, debit, and ACH bank transfer payments. QuickBooks automatically categorizes 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.

Important: Your payments account automatically connects to the product you sign up from. If you signed up for QuickBooks Payments in a different QuickBooks product, you can link that account instead of creating a new one. Here's how to connect a Payments account to QuickBooks Online or QuickBooks Desktop.

Sign up through QuickBooks Online

If you're new to QuickBooks Online and Payments, you also sign up for QuickBooks Checking through QuickBooks Online. The signup process is the same for both features. Learn more about getting approved for QuickBooks Checking.

If you're a co-owner of the business that's signing up for QuickBooks Checking, there are a few extra steps. You'll see specific questions asking for more co-owner information when you sign up.

You don't have to fill out everything to sign up, but we highly recommend you do it right away. You can come back to the Cash Flow menu and finish this later on. You'll also receive email reminders. You must submit all of your co-owner info within 30 days of signing up. If you don't, your account will be closed.

  1. Sign in.
  2. Select Settings ⚙ and then select Account and Settings.
  3. Select Payments. In the QuickBooks Payment section, select Learn more
  4. Select Set up Payments.

This opens a signup window with three sections:

  1. In the Business section, select Start. Fill out the form and tell us about your business. When you're done, select Next.
  2. In the Owner/Proprietor section, select Start. Fill out the form and then select Next.
  3. In the Payment deposit section, select Start. You have the option to get a QuickBooks Checking account OR select a different bank account for your customer payments to go into
    • If you choose to get a QuickBooks Checking account, ensure the name on the debit card is correct.
    • 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.
  4. When you're finished with all of the sections, select Get Set Up.

You'll get an email about your enrollment in a few business days. If you're approved, you can order things like a mobile card reader directly from the email.

Sign up through the GoPayment mobile app

If you have the GoPayment app on your mobile device, you can sign up directly from the app.

Sign up through QuickBooks Desktop

  1. Go to the Customers menu and select Add Credit Card Processing.
  2. Follow the onscreen steps and fill out the form to apply.

Sign up through QuickBooks Desktop Point-of-Sale (POS)

  1. Go to the File menu and select Setup Interview.
  2. Select the Payments tab. Select Yes in the Would you like to accept credit and debit cards? section.
  3. Select Activate Now to learn more about the various Payments plans.
  4. Call the number provided to finish applying.

Sign up on the web

Sign up directly on the QuickBooks Payments website.

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