Are you in a search of a step by step guide to connect QuickBooks payments account to QuickBooks desktop? If yes, then your search ends over here. This is a guide to connect an existing payments account to QuickBooks desktop, so that customers can easily pay for their invoices online. This procedure can help, if you want to process customer payments in QuickBooks desktop. In case you sign up for QuickBooks payments from QuickBooks, then the accounts are connected automatically. However, if the user has signed up for QuickBooks payments from a different QuickBooks product, then no issues. We will help you with the process to connect the payments account so that you can process payments in QuickBooks desktop.
To know further, make sure to read this article carefully till the end. Or if you need any sort of technical assistance, give us a call at our toll-free customer support number. Our experts and certified Proadvisors will provide you with immediate technical assistance.
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Important note
It should be noted that the one can only make use of one QuickBooks payments account for one company file at a particular time in QuickBooks desktop. The user can follow the same steps to connect the payments account to a different company file.
Steps to Connect QuickBooks Payments Account to QuickBooks Desktop
The user can carry out the below steps to connect the QuickBooks payments account to QuickBooks desktop. Let us check out the steps one by one:
Step 1: First of all, connect the payments account
- The user is supposed to move to the Customers menu in QuickBooks desktop.
- And then, choose Link payment service to company file. In case the message is seen about credit card protection, then fill out the fields and choose OK tab.
- After that, the user is required to enter the User ID and password, that has been used to sign up for QuickBooks payments. Also, choose sign in tab.
- The next step is to select Connect. Or in case the user is transferring payments account to another company file, then choose Transfer and then click on Yes, transfer.
Once the user connects the account, then the user will see an icon on the homepage. This will tell you that you are signed in and also connected to the QuickBooks payments.
Step 2: Another step is to change the account QuickBooks puts money into
The user can keep using the same account that has been used before, in order to deposit the customer payments. The user can also change the account, by carrying out the steps below:
- The first step is to sign in to QuickBooks online in a web browser. It is recommended to not to use the mobile app or GoPayments.
- And then move to the Settings tab and choose Account and settings.
- After that, the user will have to select the Payments tab. And then in the deposits section next to standard deposits, the user needs to select Change bank.
- The next step is to select Add new bank account.
- Followed by entering the Routing number and account number of the bank account that you want to change to.
- A quick tip is that the user can also log in to the bank directly to save time and data entry.
- After that the user needs to select Save.
- And also, review the bank account information is opted and also hit Submit tab.
QuickBooks will start depositing the customer payments from online invoices and other sources into the new account.
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Step 3: Turning on payment options and online invoices
The accounts will get connected by now. And the user can turn on payment options and process payments. This can be done by carrying out the steps below:
- The user can sign up or connect an existing QuickBooks payments account.
- Process payments in QuickBooks desktop.
- Learning about deposit times for customer payments.
Wrap Up!
By now, we believe that the information stated above might help in connecting QuickBooks payments account to QuickBooks desktop. However, if you have any query, or in case you are stuck at any point of time, then in that case, give us a call at our toll-free support number i.e., 1-800-761-1787. And our experts and certified QuickBooks desktop professionals will ensure to provide you with immediate technical assistance.
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