How To Set Up Merchant Account In Quickbooks Desktop

Acquire how to add users so they can procedure payments in QuickBooks.

If multiple people on your team handle customer payments, add together them to your business organization's QuickBooks Payments account.

This lets them process payments in QuickBooks without giving them full access to your accounting data. Here's how to add users to QuickBooks Payments from each product.

Step 1: Add a user who tin process payments

In the GoPayment App

Follow the steps based on your version of GoPayment. Note: The steps are the same on both iOs and Android versions:

Learn which GoPayment app you have

If your app has a green groundwork, you take the green GoPayment app.
Green

If your app has a blue background, you have the blueish GoPayment app.
Blue

If y'all take the Green GoPayment app:

From the main screen, select More ☰ then User direction.
Select the Plus (+) to invite a user.
Enter the user's name and email.
SelectTake payments only orAccept payments only restricted for the user role.
Select Invite to add the user.

If y'all have the Blueish GoPayment app:

From the main screen, select Menu ☰ and so Settings.
Go to the Manage Users section and select Manage Users.
Select Invite user if you're inviting a user for the first fourth dimension. Tap the Plus (+) to add additional users.
Enter the user's name and email.
Select a mobile payments role for the user. To learn more, select Larn more well-nigh roles.
Select Invite to add the user.

An invite is emailed to the user. All they have to practice is select the link in the e-mail. Note: We recommend opening the link on a computer instead of a mobile device.

If the user already has a QuickBooks account, they tin can select the Sign in link. If they don't have an account still, or want to create a new one, they can select Sign upwards.

In QuickBooks Online

If yous're using QuickBooks Online in a web browser, here'due south how to add a user for payments.

Select Settings ⚙ then Manage Users.
Select Add user.
Select the Take payments only office. Then selectSide by side.
Select the types of transactions the user can view: All transactions or Transactions they create. So select Adjacent.
Enter the user's name and email.
When you're done, select Save.

Learn more about user types in QuickBooks Online .

In QuickBooks Desktop

To give a user admission to accept payments in QuickBooks Desktop, follow the instructions under the In Merchant Service Center section.

In QuickBooks Bespeak of Sale

To give a user access to take payments in QuickBooks Point of Auction, follow the instructions under the In Merchant Service Center department.

Step 2: Edit or change users' payment permissions

Yous can but edit payment permissions from specific products.

For QuickBooks Desktop and QuickBooks Bespeak of Sale, change users' permissions from the GoPayment app.
For QuickBooks Online, QuickBooks Online mobile app, and GoPayments, alter users' permissions from QuickBooks Online.
For Merchant Service Center, alter users' permissions from the Account-Users page. Select the Role link and change the role from the drop-down card.

You can also give 3rd-parties (like an account or bookkeeper) admission to review your payments account and talk to Intuit on your behalf. This doesn't give them the ability to process payments.