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Intuit
4 helpful votes

Link your QuickBooks Payments account to QuickBooks Desktop

Learn how to connect your QuickBooks Payments account to your company file. You’ll be able to email invoices your customers can pay online.

After you sign up for QuickBooks Payments, you’ll need to connect your account to QuickBooks. Let’s connect your QuickBooks Payments account to your company file and get you paid. Here are the two ways to do it.

Option 1: Link through the Customers menu

  1. In QuickBooks, go to the Customers menu and select Link Payment Service to Company File. If you see a message about credit card protection, fill out the required fields and select OK.
  2. Enter your User ID and Password and select Sign In.
    • If you're new to payments, select Connect.
    • If you're transferring your account, select Transfer and then Yes, transfer.

Option 2: Link your account through Receive Payments

  1. Go to the Customers menu and select Receive Payments.
  2. Select Credit/Debit for the payment method.
  3. Select Link to an existing QuickBooks Payments account and select OK.
  4. Enter the User ID and Password and select Sign In.
    • If you're new to payments, select Connect.
    • If you're transferring your account, select Transfer and then Yes, transfer.

After you link your account, you'll see an icon in the upper-right corner that says you're signed in.

Now you can send a customer an invoice they can pay online.

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