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Level 1

How to add merchant services to account?

 
1 Comment
Moderator

How to add merchant services to account?

Hello there, lah523.

 

We'll need to go to the Invoice tab to activate the online card or bank transfer payments for your customers. I've got a few steps below on how to get it done:

 

  1. Go to Invoice on the left panel.
  2. Open invoice.
  3. Click Customize at the upper-right corner.
  4. Select the Payments section and hit Activate Payments. You can then start linking your bank account, business, and personal information.
  5. Then, click Activate Payments.

 

That helps you out adding merchant service in QuickBooks Self-Employed. Also, you may want to check these articles to learn more about categorizing transactions:
 

 

Let me know if you have other questions. Take care always and have a good one.

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