Hi there, PattiB2021.
Thanks for posting your question here in the Community. I'm happy to provide some info to your questions about QuickBooks Desktop.
There are just a few steps to sign up for Merchant Services payment processing. This can be done directly through your account by:
- Going to Customers and select Add Credit Card Processing.
- Follow the on-screen steps and fill out the form to apply.
I'm linking a couple of articles that I believe you'll find helpful:
Lastly, you can follow these steps to change the Primary Administrator of the account:
- Go to Company, then select My Company.
- Select Manage Your Account.
- Sign in with your Intuit Account info. This should be different from what you use to sign in to your company file.
- Scroll down to the Primary Contact section and select Change.
- Select the new primary contact from the list of contacts on the account.
Note: If the user isn't listed, the admin should invite or add the user. The user should accept the invite to change the primary contact on the account.
- Select Save and Close.
This article offers even more info about transferring the primary admin role in QuickBooks Desktop.
Please don't hesitate to drop a comment below if you have any other questions. I'll be around to lend a hand if you need me.
