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December 18, 2023
Question

Is real person there?

  • December 18, 2023
  • 1 reply
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what information do I need to give a client to make deposits into my account?

1 reply

December 18, 2023

Have you applied a QB Payment account? You can also use a 3rd party merchant service.

December 18, 2023

I'm here to help you, @info-marshallvis.

 

If you're looking to set up QuickBooks Payments so that your clients can make deposits into your account, I can guide you through the process.

 

To get started, follow these steps:

 

  1. Select Settings ⚙, then select Account and Settings.
  2. Choose Payments, then select Learn more in the QuickBooks Payment section.
  3. Click Set up Payments.

 

Once done, The Payments signup window displays three sections:

 

  1. In the Business section, select Start. Fill out the form and tell us about your business. When you're done, select Next.
  2. In the Owner/Proprietor section, select Start. Fill out the form and then select Next.
  3. In the Payment deposit section, select Start. You have the option to get a QuickBooks Checking account OR select a different bank account for your customer payments. Get more info about QuickBooks Checking.
    • If you choose to get a QuickBooks Checking account, ensure the name on the debit card is correct.
    • If you choose a different bank account, select Add and search for your bank. Enter the sign-in info you use for your bank, then select Connect.
  4. When you're finished with all of the sections, select Get Set Up.

 

For the complete details of the steps you can check out this article:  Sign up for QuickBooks Payments 

 

See this article for guidance in taking and processing online payments moving forward: Take and process payments with QuickBooks Payments.

 

I'll also share this link where you can browse for articles to learn more about Merchant Services: QuickBooks Payments Help Articles

 

If you have more queries that are yet to be answered, feel free to post them here in the Community forum. We'll do our best to provide you with the necessary information you need. Have a good one.