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Best answer June 14, 2022
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Hello there, DEW2022.
Converting a vendor account (credit card) to a merchant service account or credit account is unavailable in QuickBooks Desktop. No worries, I'll make sure you'll be able to set up your credit card according to your needs.
Our option is to start from scratch to get this done. First, set up a open your QuickBooks Desktop company file and 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.
Afterward, you'll notice an icon on the homepage when you've connected your account. This indicates that you are logged in and linked to QuickBooks Payments.
Hope that helps! Also, you can check these articles to learn more about process payments and the deposit time for your customer payments.
- Receive and process payments in QuickBooks Desktop.
- Find out when QuickBooks Payments deposits customer payments.
Reply below so I'll know if you're able to do it successfully. If still need my help, I'm ready to assist you further. Take care and have a good one, DEW2022.
Hello there, DEW2022.
Converting a vendor account (credit card) to a merchant service account or credit account is unavailable in QuickBooks Desktop. No worries, I'll make sure you'll be able to set up your credit card according to your needs.
Our option is to start from scratch to get this done. First, set up a open your QuickBooks Desktop company file and 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.
Afterward, you'll notice an icon on the homepage when you've connected your account. This indicates that you are logged in and linked to QuickBooks Payments.
Hope that helps! Also, you can check these articles to learn more about process payments and the deposit time for your customer payments.
- Receive and process payments in QuickBooks Desktop.
- Find out when QuickBooks Payments deposits customer payments.
Reply below so I'll know if you're able to do it successfully. If still need my help, I'm ready to assist you further. Take care and have a good one, DEW2022.
