Identify and answer frequently asked question for QuickBooks Online Payments.
I already have a QuickBooks Payments account. Where can I go for help?
For self-help support, please check our online support:
- Desktop FAQs Usage: https://community.intuit.com/browse/QuickBooks-Desktop-Payments
- QuickBooks Online Support: https://community.intuit.com/products/quickbooks-help-en-us
For phone support, please call: 800-558-9558
I already have a QuickBooks payments account. Can I use it with QuickBooks Online?
If you have been using a QuickBooks Payments account with QuickBooks Desktop or GoPayment, you can link it to your QuickBooks Online account by navigating to Company Settings > Payments > Connect, then follow the prompts to connect your existing account. Note that QuickBooks Payments account can be used with either QuickBooks Desktop or QuickBooks Online at a time. It will not work with both simultaneously.
I have an Ecommerce Store. Can I use QuickBooks Payments to accept payments in my Ecommerce Store?
If you're using Shopify as your storefront, you can leverage QuickBooks Payments to manage payments. With QuickBooks Online, you can sync your Shopify orders to your QuickBooks Online account and enjoy seamless financial reporting with just a couple of clicks.
You can quickly and easily import all your orders and refunds from Shopify into QuickBooks Online, and you can choose to automatically sync order data and export historical data from your Shopify account.
How long does it take to set up?
Once your account is approved, it's pretty quick to get up and running.
If you applied within QuickBooks Online, you are ready to go.
If you applied through one of our agents, go to your Approval Email and select the link to link your account.
Is there a long-term contract?
None. You can cancel at any time without any cancellation fees.
Does QuickBooks offer Recurring Payments?
Yes - with a QuickBooks Payments account you can set-up recurring Payments. If a customer pays you the same amount consistently, you can navigate to the Sales Receipts workflow and choose Make Recurring to set-up a recurring credit card or Bank Transfer payment. QuickBooks Online will take care of the on-going payment from here.
Will any of my credit card transactions get downgraded?
No, unlike other providers, there are no hidden downgrade fees. When we say keyed, swiped, and e-Invoice, we mean it. That's exactly the rate you'll pay for making a transaction of that type regardless if it's Visa, MasterCard, Discover or American Express. It doesn't even matter if your customer is using a corporate or business card - what you see is what you get. That's what we call transparent pricing.
What are the different ways I can process with my account?
There are many ways to take payment with your QuickBooks Payments account:
- Process a credit card using either a Receive Payment or Sales Receipt transaction.
- Email online invoices which allow payers to submit a payment online.
- Process a credit card using the QuickBooks Online app on your Apple or Android devices.
How does the pay now button work on the invoice?
With a QuickBooks Payments Account, you can securely email an Invoice with a pay now button. You can provide your customer with the option to pay by Credit Card, Debit Card, Apple Pay and/or ACH Bank Transfer. It is up to you.
When your customer opens the online Invoice, they can then select Pay Now, choose to Pay by Credit, Debit, Apple Pay or ACH Bank Transfer, then enter the necessary info in order to process the payment. When your customer pays you, your books will auto-update and your money will be auto-deposited into your bank account.
My Customers don't see the pay now option when opening their invoice.
- Open QuickBooks online and go to Gear icon > Account & Settings > Sales (tab) > Online Delivery.
- There is an option here for Email options for invoices; make sure it's set to Online invoice and check Attach as pdf, then select Save.
- Go to Global Create (+) > Invoice, then check to see if the boxes under Online Payments are checked. If not, your client will not receive the Pay Now option.
What mobile application should I use to process payments on the go?
For QuickBooks Online users, you should download and use the QuickBooks Online mobile application. You can find this in the Apple App Store and Google Play.
Do I have to sign up separately to accept credit cards AND bank transfers?
Nope. The great thing about QuickBooks Payments is that it includes all forms of payment acceptance in just one account. Use what you want, how you want to get yourself paid faster.
Can I control what type of payment my customer pays by?
Yes, you are in full control of how your customers can pay. When you add a Pay Now button to your emailed invoice, you'll have the ability to turn on or off credit card processing and bank transfers for that particular invoice. So say you have a $15,000 invoice you only want to be paid by Bank Transfer. You got it. Just uncheck credit cards when you are sending your invoice and your customer will only be able to pay by Bank Transfer. If you leave both credit card and bank transfer options on, you're likely to get paid even faster since more customers prefer to pay by credit card, but the choice is up to you. You can always resend an invoice at a later time and re-enable both payment types as well. It's that flexible and easy.
When will I receive my money after I process a payment with QuickBooks?
For QuickBooks Online users, credit card payments deposit in about 2-3 business days and Free ACH Bank Transfer payments deposit in about 5 business days.