How do I add Merchant Service Center to the Icon Bar?

DarthNO2 · ‎February 19, 2020

We Use Quickbooks Desktop, we have multiple users. The boss and I have been using it for years. I have the Merchant Service Center on my Icon Bar, so does anyone new we've set up through the years. The boss, the admin account, he doesn't have this icon on his bar. I've searched all over, I've tried everything I know, but I can't seem to get this on his icon bar? He doesn't use it often, but when he does he can NEVER remember where it's at. I posed this question before but there were no solutions. I can't find it now, but hopefully after a few years someone can find a way to make this happen for me.

Thanks for the help.

MarsStephanieL · ‎February 19, 2020

Thank you for giving me additional details on how it looks like, DarthNO2.

To add the Merchant Service Center icon on the icon bar, you have to click the Customize icon bar button. Let's go ahead and do these steps instead:

In QuickBooks, click the arrow icon on the toolbar then select Customize Icon Bar.
Select the Add button, then choose Cards & eChecks.
Edit the Label as Merchant Service Center and click OK.
To save the changes. On the Customize Icon Bar section, click OK.

I also added a screenshot for your reference:

Now, you can see the Merchant service center icon on the toolbar:

For future reference, you can check out these keyboard tricks to make your transactions faster: Keyboard shortcuts in QuickBooks Desktop.

Loop me in if you need further assistance. I'm just around ready to get back to you. Take care.

View solution in original post

MarsStephanieL · ‎February 19, 2020

No worries, I'm here to guide you through the process, DarthNO2.

You can link your merchant account in QuickBooks Desktop through the Customers menu or Receive payments. Please be guided by the steps below:

To link merchant account through Customers menu:

Open your QuickBooks company.
Go to the Customers tab and click Link Payment Service to Company File.
Fill out the necessary fields and click OK.
Enter the User ID and Password, then select the Sign in button.
Verify details and confirm.

To link merchant account through Receive Payments:

Go to the Customers menu and click Receive Payments.
Choose Credit/Debit for the payment method.
Click on the Link to an existing QuickBooks Payments account and select OK.
Enter the User ID and Password, then select the Sign in button.
Verify details and confirm.

You can check this article for more information: Link your QuickBooks Payments account to QuickBooks Desktop.

I can see that this article can be handy in the future if you wish to change your QuickBooks payment method.

Let me know if you need extra help. I'd be glad to back you up. Have a good one!

DarthNO2 · ‎February 19, 2020

I'm not sure what this was supposed to do; the desktop is already linked to the merchant account. I can get to the merchant center through the Customers menu. I want the link buried in the menu put onto the icon bar at the top of the screen.

I've added a pic. The top bar is the bosses, the bottom bar is mine. I've highlighted the icon/link we want to appear on his bar. By default it's on all the new accounts we've created, but for some reason not his.

MarsStephanieL · ‎February 19, 2020

Thank you for giving me additional details on how it looks like, DarthNO2.

To add the Merchant Service Center icon on the icon bar, you have to click the Customize icon bar button. Let's go ahead and do these steps instead:

In QuickBooks, click the arrow icon on the toolbar then select Customize Icon Bar.
Select the Add button, then choose Cards & eChecks.
Edit the Label as Merchant Service Center and click OK.
To save the changes. On the Customize Icon Bar section, click OK.

I also added a screenshot for your reference:

Now, you can see the Merchant service center icon on the toolbar:

For future reference, you can check out these keyboard tricks to make your transactions faster: Keyboard shortcuts in QuickBooks Desktop.

Loop me in if you need further assistance. I'm just around ready to get back to you. Take care.

DarthNO2 · ‎February 21, 2020

MarsStephanieL you are a AMAZING!! Thanks so much this is it perfectly!

Anna S · ‎February 21, 2020

Good to hear from you again, @DarthNO2.

You're most welcome. I also appreciate your taking the time to post this and letting me know that my colleague @MarsStephanieL, got the issue resolved.

As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

Juanita7 · ‎December 10, 2021

@MarsStephanieL

I am having a similar issue but not involving merchant. A few of us have an icon in the toolbar that is labeled "Unpaid Bills" but a few of us do not. I have been trying to find it but no luck. I know we can always go through the reports center to view this report but the icon in the toolbar is much more efficient. How can I add the Unpaid Bills report to my toolbar?

Catherine_B · ‎December 10, 2021

Hello there,

We're unable to create shortcuts for unpaid bills. However, you can easily save the customized unpaid bills so you can directly select it under the Memorized Reports option. There are several ways to access and open memorized reports.

From the Memorized Report List:

Go to the Reports menu and select Memorized Reports then Memorized Report List .
On the Memorized Report List window, double click the report.

Under the Reports menu:

Go to the Reports menu and select Memorized Reports.
Select the report.

To help you more with handling your reports, you can use this link: Customize reports in QuickBooks Desktop.

Don't hesitate to visit this thread again if you have any other concerns and follow-up questions. I'll be right here to keep assisting.

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How do I add Merchant Service Center to the Icon Bar?