Tutorial for Customers Paying Online in Intuit

Both links you provided go to the same page, which does not address the customer's side of using the network and setting up an account.

As stated I already have a merchant account and email my customer's payment links. I do not need any instructions, I already do it.

I need a tutorial or video to walk my customers through setting up an account, saving their payment details, and signing in every month to pay their invoice from the payment link.

Your answer has nothing to do with my question.

You are just trying to get free advertising.

Hi azpcp,

It's good to know that you already have a QuickBooks Payment (Merchant) account. I'll share the steps to guide you through linking that account to QuickBooks Desktop and on how you can collect payments from your customers.

Step 1: Connect your QuickBooks Payments (Merchant) account to QuickBooks Desktop.

1. In QuickBooks Desktop, go to the Customers menu.
2. Select Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and select OK.
3. Enter the user ID and password you used to sign up for QuickBooks Payments. Then select Sign In.
4. Select Connect.

Step 2: Change or update the deposit bank account for QuickBooks Payments. Skip if you're done with this.

1. Sign in to the Merchant Service Center.
2. Select the Account menu and then Account Profile.
3. In the Deposit Account Information section, select Edit.
4. Fill out the New bank account section
5. In the Routing Number field, enter your bank's routing number. Tip: If you don't have a check handy, look up your bank's routing number online.
6. In the Account Number field, enter the number of the account you want to change to. Enter it again in the Confirm Account Number field.
7. Make sure the name in the Account Holder/Doing Business As field matches the bank account owner's name exactly.
8. Select an option from the Reason for this account change dropdown.
9. When you're ready, select Submit.

Step 3 Option A: Turn on the Online Payment options in the Preference to become your default payment settings for all invoices.

1. Go to Edit ✎ and select Preferences.
2. Select Payments and then the Company Preferences tab.
3. In the Online Payments section, select the payment methods you want to make available to all customers. Then select OK.
4. Select Apply to existing customers.

Step 3 Option B: Turn on online payments for specific customers.

1. Go to the Customers menu and select Customer Center.
2. Double-click a customer's name to edit their profile.
3. Select Payment Settings.
4. In the Online Payments section, select the payment options you want to make available to this customer. Then select OK.

Step 4: Receive and process payments in QuickBooks Desktop. Follow the options in Step 2 in that article.

To answer your question, there isn't a tutorial for a merchant's (your) customers. When they receive your invoices or view them online using a payment link, they can click on the Pay Now button and pay via credit card or ACH, depending on the option you chose for their invoices.

Regarding permission to automatically debit a recurring payment, there are also no instructions for it because the form must be printed and given to them so they can fill out and sign it. Please check about getting authorization for a recurring charge.

That's it. Please feel free to share a piece of news or ask for help if your client is experiencing any challenges when paying your invoices. Take care and have a good day!