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Connect QuickBooks Payments to QuickBooks Online
Learn how to connect an existing QuickBooks Payments account to QuickBooks Online.
Connect your existing QuickBooks Payments account to QuickBooks Online to process and manage payments in one place. If you use Payments with another QuickBooks product, you can connect or migrate your account to QuickBooks Online. Review the requirements and limitations before you connect.
Critical migration rules and restrictions
Before you migrate a Payments account between QuickBooks products, review these guidelines:
Stored customer profiles: QuickBooks can't transfer saved credit card or wallet info between software environments. Have your customers enter their payment info again the next time they make a payment.
Pre-existing invoices and e-invoices: Payment requests from the previous software environment stop accepting payments after you change the Payments account connection. Recreate and send open invoices from QuickBooks Online.
Settled transaction adjustments: QuickBooks Online can't issue refunds for sales processed before the account migration. Follow the appropriate process to issue refunds for these historical transactions.
Unmapped recurring schedules: Active recurring payment templates on an unmapped profile continue to process after migration. Sign in to the previous processing dashboard and cancel all active recurring payment templates before you migrate the account.
Guidelines for auto-enabled onboarding accounts
If QuickBooks automatically enables your company profile to accept customer payments, you can send pay-enabled invoices and accept credit card or bank transfer payments right away. Keep these timelines in mind:
Account verification requirements: Complete the full business application within 30 days of receiving your first payment. This includes your bank deposit routing and required guarantor information.
Automated feature closure: If you don't submit the full business application within 30 days, QuickBooks automatically pauses payment processing. QuickBooks may return any outstanding funds to your customers.
Connect your Payments account manually
Step 1. Verify your account details
Sign in to QuickBooks Online as the primary admin.
Make sure that the email address on your merchant processing profile matches the email address you use to sign in to QuickBooks Online.
Note: If the email addresses don't match, update the appropriate account before continuing.
Step 2. Connect your Payments account
In your QuickBooks Online company, select Settings
, then select Account and settings.Select Payments.
Select Connect your payments account.
Select the active merchant processing profile you want to map, then select Connect.
Review the account details in the security prompt, then select Yes, I understand.
Sign out of QuickBooks Online and close your browser.
Open your browser and sign in to QuickBooks Online again to apply the updated account permissions.
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