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We are setting up a new QB company. How do we change the settings from old company to new for credit card charges from customers? We use QB enterprise vs 19 and QB Payments

 
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QuickBooks Team

We are setting up a new QB company. How do we change the settings from old company to new for credit card charges from customers? We use QB enterprise vs 19 and QB Payments

You can connect your payments account to your new company, CEC.

 

QuickBooks Desktop has two ways of connecting your payments account. The first one is to link it directly to the new company file.

 

Here's how:

  1. Click Customers at the top, and then select Link Payment Service to Company File.
  2. Enter the User ID and Password that you created when signing up, and then select Link Service.
  3. Click Transfer.
  4. When prompted, confirm the transfer of your service by clicking Yes, transfer.

The second way is an alternative in case the first one doesn't work.

 

Here's how:

  1. Open the new QuickBooks company file.
  2. From the home screen, select Receive Payment. This opens the Customer Payment window.
  3. On the Payment Method drop-down, select an appropriate card type (Visa, MasterCard, Discover).
  4. Place a check mark in the Process credit card payment when saving checkbox.
  5. On the pop-up window that appears, place a check mark next to Link to an Existing Merchant Account then click OK.
  6. Log in with your username and password linked to the account.
  7. If the Customer Credit Card Protection has not been set up previously, that window will appear and will need to be completed first. A notification appears indicating you have successfully linked the merchant service and a list of the available features.

You can also reach out to our Merchant Services Team for further assistance.

 

I'll be around if you need anything else. Thanks for dropping by and happy New Year.

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