Next steps after you sign up for QuickBooks Payments

Learn what steps to take next after you sign up for QuickBooks Payments.

After you apply for QuickBooks Payments, it takes up to 2 business days to get an approval email. Sometimes, we need more info before a decision can be made. If this happens, you’ll get an email with what we need.

What's next after approval

Your approval email has instructions on how to get started taking payments with your merchant account. You’ll need to connect your account to QuickBooks and turn on online payments. Here’s what to do.

Step 1: Connect your QuickBooks Payments account to QuickBooks

When you connect your Payments account to QuickBooks, your customers can pay you online. Then you can track and manage your transactions in QuickBooks.

• Connect your account to QuickBooks Online
• Connect your account to QuickBooks Desktop
• Connect your account to GoPayment

Step 2: Turn on online payments for invoices

After you connect your account you can turn on online payments for your invoices. When you have an invoice ready, you can email it through QuickBooks. Your customer can choose to pay with a credit card, debit card or ACH bank transfer.

• Turn on online payments in QuickBooks Online
• Turn on online payments in QuickBooks Desktop

We'll deposit your first set of payments (batch) within 5 business days. These early deposits take a little longer while we set up your account. Once we set everything up, we'll deposit customer payments much faster.

What happens if I’m declined

Here’s some of the common reasons an application gets declined:

• Type of products or services you sell (Example: firearms, marijuana or CBD).
• Industries that are high-risk merchants (Example: gambling, banking or virtual currencies).
• Credit History of the QuickBooks Payments primary account owner.

Refer to our Merchant Agreement and Acceptable Use Policy for more detail.

Disclaimer: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.