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Level 1

What info is needed to open a new merchants account and where do we send it?

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QuickBooks Team

What info is needed to open a new merchants account and where do we send it?

Hi @ laura108,


I hope our day is going well! Thanks for reaching out to the QuickBooks Community. Getting started with a new merchant account is super easy and can be done right in your QBO account. You will be guided through the setup process with step by step prompts. We will simply ask a few questions about your business to get you started. Once the initial setup is completed, if any additional information is needed, you will receive an email with detailed instructions on what and where to send it.  Here’s how to get started:


  1. Go to settings in the upper right corner (gear icon)
  2. Under Settings, select Company settings
  3. Click Payments
  4. Select Learn more in the QuickBooks Payments section
  5. Set up Payments


Follow the prompts and provide the information requested, and you’ll be good to go. Let me know if you have any additional questions about merchant accounts or anything else. I’m happy to help.

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