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daboss045
Level 1

Now that I've passed security metrics how do I process the payments

Security metrics

1 Comment 1
RhoiceW
QuickBooks Team

Now that I've passed security metrics how do I process the payments

It's wonderful to hear about passing the security metrics, daboss. I'll be providing the details below about processing your payments in QuickBooks Online (QBO).

 

Before proceeding, have you already decided on the security package specific to your business? If so, let's go ahead and set up your payments.

 

Ensure to purchase a QuickBooks Payments subscription to process your customers' payments. If you already have one, connect your existing account to QBO.

 

Here's how:

 

  1. Sign in to your QBO account as an admin.
  2. Go to the Gear icon, then select Subscriptions and billing.
  3. To connect the existing account, click Connect your QuickBooks Payments account.
  4. Select the account you want to connect to.
  5. Select the accounts you use to deposit customer payments. Then select Connect.
  6. In the Changes you might not expect window, select Yes, I understand.
  7. Once done, select Sign out and then sign back into QBO.

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Furthermore, refer to this article for steps 2 and 3 to finalize processing your QBO payments: Receive and process payments.
 

Afterward, you may refer to this article to learn how to process payments for open invoices in QBO.

 

Following these steps will help you set up and process your payments. If you have further concerns, please reply to this thread. We'll be in touch with you and provide the necessary solutions. Take care.

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