Step by step identify steps to set up a new

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Step by Step: Identify Steps to Set up a New QuickBooks Payments Account For purposes of this activity, we will search for the permanent settings to turn on QuickBooks Payments. Open a live QBO account; this will not work in the demo account. 1. Go to Gear icon on the top right Æ Company Settings. 2.
Supplemental Guide Payments — Activate QuickBooks Payments Module 5: Expanding Usability 12 Click Payments on the left Navigation bar. 3. For a new account, click the Learn More. 4. Review the pricing plans available. QuickBooks payments has two pricing plans. 5. $19.95/mo. with lower processing rates (listed above) Pay As You Go – $0/month with slightly higher processing rates (listed above) Fees include charging American Express and commercial cards.
Supplemental Guide Payments — Activate QuickBooks Payments Module 5: Expanding Usability 13 Next. 6. Complete the application. The application requires basic company and owner information. Most of the basic 7. information automatically populates from what was entered during the initial QBO company file set up. Next. 8. When the QuickBooks Payments application is accepted , it provides the Merchant ID number and sends an 9. email with all of the account details. The service will be available for use within 24 hours for both credit card and bank account payment processing. If the QuickBooks Payments application is pending review, this typically means that additional information is 10. required before a decision can be made. Normally a business should receive a reply within 1–2 business days. If the QuickBooks Payments application is declined , the merchant can call the number on the screen to inquire 11. about details or if a mistake is suspected. Sometimes companies are declined because of the kind of products they sell.
Supplemental Guide Payments — Activate QuickBooks Payments Module 5: Expanding Usability 14 Step by Step: Discover Steps to Link an Existing Intuit Merchant Account If a client who has an existing Intuit merchant account is moving from QuickBooks Desktop to QuickBooks Online follow these steps to link them to the QBO account: Open a live QBO account; this will not work in the demo account. 1. Go to Gear icon on the top right Æ Company Settings. 2. Click Payments in the left Navigation bar to jump to this section. 3. In the section Existing Account click the Connect button to open a new browser to select or confirm the 4. merchant service account linked to this QBO account. Once you click the Connect button, you’ll be prompted to login to your existing merchant account. 5. Once the account has been detected you’ll see a screen asking you to Link your payment service to QuickBooks 6. Online. Click Next.
Supplemental Guide Payments — Activate QuickBooks Payments Module 5: Expanding Usability 15 Once it is connected, a confirmation page will be displayed. 8.
Supplemental Guide Payments — Activate QuickBooks Payments Module 5: Expanding Usability 16 R ECOGNIZE THE F EATURES OF O NLINE I NVOICES

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