Learn how to add an authorized contact to your Merchant Services account.

You can often rely on a third party bookkeeping to handle the transactions on your account. Adding them as an authorized contact on your Merchant Services account allows them to communicate directly with Intuit Payment Solutions.

Note: Depending on your account and product, you can add and manage QuickBooks users and accessibility. In the Merchant Service Center, you can invite and assign roles, see Add a user to QuickBooks Payments account for more details.

Add an authorized contact

To add an authorized contact  (e.g. your 3rd party bookkeeper), follow below steps.

  1. Write a letter (ideally on company letterhead) with the following information:
    • Full name of the person you want to add as an authorized contact.
    • Your 16-digit Merchant Account number.
    • Signature of the current Authorized Principal on the merchant account. Note that a current contact cannot add/request to add an additional contact.
    • Copy of the Principal's Valid Driver's License.

      Example: "Please add Jane Doe as an authorized contact to Merchant Account number 0000000000000000".

  2. Send the letter to Intuit Payment Solutions by one of two methods:
    • Fax the letter to 818-301-2158 ATTN: Account Set-up & Maintenance.
    • E-mail a scanned copy of the letter with signature to IMSOasisQuality@intuit.com.