Payments

Thanks for joining in the Online Community, howardt1.

I’d be glad to clarify why the box to send the credit card form is missing.

This can happen if your merchant service account is not linked to your QBO company. You can go to the Account and Settings page to review the setup.

Here’s how:

1. Go to the Gear icon at the top.
2. Select Account and Settings.
3. Click Payments on the left panel.
4. If the account is already linked, you’ll see the Manage details button.

However, if the account is not yet connected, check out this article for the detailed steps: Link your merchant account.

Make sure to go directly to the Link your merchant service to QuickBooks Online section.

After following the resolution, you'll now be able to see the authorization link and continue with setting up the recurring sales receipt feature.

Let me know if you have additional questions about tracking transactions via Merchant Services. I'll be around to answer them. Have a good one