Learn how to connect an existing payments account to QuickBooks Desktop so customers can pay for their invoices online.
Want to process customer payments in QuickBooks Desktop? If you sign up for QuickBooks Payments from QuickBooks Desktop, we connect your accounts automatically.
If you signed up for QuickBooks Payments from a different QuickBooks product, no problem. Here's how to connect your payments account so you can process payments in QuickBooks Desktop.
Note: You can only use one QuickBook Payments account for one company file at a time in QuickBooks Desktop. Follow these same steps to connect your payments account to a different company file.
Step 1: Connect your payments account
- In QuickBooks Desktop, go to the Customers menu.
- Select Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and select OK.
- Enter the user ID and password you used to sign up for QuickBooks Payments. Then select Sign In.
- Select Connect. Or if you're transferring your payments account to another company file, select Transfer and then Yes, transfer.
After you connect your account, you'll see an icon on the homepage. This tells you you're signed in and connected to QuickBooks Payments.
Step 2: Change the account QuickBooks puts money into
You can keep using the same account you've always used to deposit customer payments. If you need to, here's how to change the account.
Step 3: Turn on payment options and online invoices
Now your accounts are connected. Here's how to turn on payment options and process payments.