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How to Sign up for QuickBooks Payments?

With QuickBooks Payments, you may process payments in the majority of QuickBooks products in addition to handling your accounting. You […]

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With QuickBooks Payments, you may process payments in the majority of QuickBooks products in addition to handling your accounting. You will have the option to accept payments made by credit card, debit card, and ACH bank transfer with QuickBooks Payments. Each completed payment is immediately categorized on your Chart of Accounts by QuickBooks.

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In this article, you will get to know how you can sign up for QuickBooks Payments anytime anywhere, and from any QuickBooks product.

Note: The product you sign up for instantly establishes a connection with your payment account. You don’t need to make a new account if you already registered for QuickBooks Payments in another QuickBooks product. Simply link the existing account.

How to Sign Up through QuickBooks Online?

You may enroll in QuickBooks Checking using QuickBooks Online if you’re a new user of QuickBooks Online and Payments. Both functionalities require the same registration process.

Sign up through QuickBooks Online

Steps You Need to Follow if You Are a Co-owner and You Want to Sign Up for QuickBooks Checking.

Step 1: You have to Sign in.

Step 2: You have to choose Settings⚙ and then opt for Account and Settings.

Step 3: You have to choose Payments. If you wish to get further insight, you should click on Learn More in the QuickBooks Payment section.

Step 4: You have to choose to Set up Payments.

When you perform these steps, it will open up a signup window with three different sections:

Step 1: You have to select Start in the Business section. Then you will be required to fill up a form and share details about the business. You have to choose Next once you are done.

Step 2: You have to choose Start in the Owner/Proprietor section. Again, you have to fill out a form and choose Next.

Step 3: Select Start under the Payment deposit section. You can choose to open a QuickBooks Checking account or use a separate bank account to receive payments from your customers.

  • Make sure the information on the debit card is accurate if you decide to open a QuickBooks Checking account.
  • Select Add and look for your bank if you select a different bank account. Enter the login credentials you use to access your bank. Select Connect next.

Step 4: You have to choose Get Set Up once you are done with all the sections.

Within a few business days, You’ll receive an email about your registration. If you’re accepted, you may order items from the email, such as a mobile card reader.

Sign up Directly through GoPayment Mobile App

If you happen to have the GoPayment App on your smartphone, you can follow the steps mentioned below to sign up directly from the app.

Step 1: You have to choose Get Set Up once you have installed the GoPayment app.

Step 2: Choose Create Account, enter your email address, choose a password, and confirm the password.

NOTE: You will be required to reset your password or sign in if the email you entered is already associated with an Intuit account.

Step 3: Select Let’s go your account information now.

Step 4: Add your contact and business information, then click Start.

Step 5: You have to select the business plan that is the most fitting and continue through the Application.

Step 6: You have to choose Submit Application when you are done with the process. Upon doing so, you agree to Intuit’s Terms of Service and Merchant Agreement.

Sign Up through QuickBooks Desktop

Step 1: Choose Add Credit Card Processing from the Customers menu.

Step 2: Fill out the application form by following the on-screen prompts.

Sign Up via QuickBooks Desktop Point of Sale (POS)

Here, the POS refers to the Point-of-Sale.

Step 1: Select Setup Interview from the File menu.

Step 2: Choose the Payments tab. If you want to accept credit and debit cards, Check the box next to it and choose Yes.

Step 3: To find out more about the different Payments options, click Activate Now.

Step 4: To complete the application, dial the number provided.

Sign Up on the Web

For this, You have to visit the QuickBooks Payments website and directly sign up.

How to Connect QuickBooks Payments Account to QuickBooks Online?

The steps to connect the QuickBooks Payments account to QuickBooks Online have been highlighted below.

1. Establish the Connection

Step 1: Before you link your accounts, refund any open transactions. Transactions made before the day your payments account is connected, cannot be refunded.

Step 2: You have to delete the recurring payments in Merchant Services. For this, you have to Sign in to Merchant Services to deactivate the recurring payments before you commence.

2. Set Up a Connection between Payment Accounts and QuickBooks Online

Step 1: You have to sign in to QuickBooks Online in the form of an admin.

Step 2: You have to choose Account and Settings by going to Settings⚙.

Step 3: You have to choose the Products and Services option.

Step 4: You have to choose Connect or Link Merchant Service in the Existing account area.

Step 5: You have to choose the QuickBooks Payment account that you wish to connect to in windows. Following this, you have to click on Connect.

Step 6: Double-check your account information and then click on Connect.

Step 7: Once the connection is over, you have to sign out and then sign back into QuickBooks Online.

Update Payment Account for Apps

You must re-connect any web store, shopping cart, or third-party processing apps that you use with your Payments account. Discover the applications on the QuickBooks App page and discover how to link them to QuickBooks Online. Each app has its own set of reconnecting instructions.

3. Configure the Account QuickBooks Transfers Money to

4. Activate Payment Options and Online Invoices

The article highlights how you can sign up for QuickBooks Payments. Apart from knowing the required steps, you also get to learn about how you can connect your QuickBooks Payments account to QuickBooks Online.

However, if you are unable to understand the steps, you should get in touch with Dancing Numbers experts via LIVE CHAT. He or she will explain the steps related to signing up for QuickBooks Payments.

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Accounting Professionals

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+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

What is the First Step of Connecting QuickBooks Payments Account to QuickBooks Desktop?

Here is the first step to connect the QuickBooks Payments Account to QuickBooks Desktop:

Step 1: You have to go to the Customers menu in QuickBooks Desktop.

Step 2: You have to choose Link Payment Service to Company File. If you happen to notice a message regarding the protection of a credit card, then you have to fill out certain fields and click on OK.

Step 3: You have to make use of the user ID and password you used to log in to QuickBooks Payment. Then you have to choose Sign In.

Step 4: You have to choose Connect. Or, you have to choose Transfer if you change your payment account to another company file. Finally, you have to click on Yes, transfer.

How to Update the Standard Deposit Account?

Here are the steps to update the Standard Deposit Account:

Step 1: Utilize a web browser to log in to QuickBooks Online. Don’t utilize GoPayments or the mobile app.

Step 2: Choose Account and settings from the Settings menu.

Step 3: Choose the Payments tab. opt for Change bank under Standard Deposits in the Deposits section.

Step 4: Choose ‘Add a new bank account’.

Step 5: To modify your bank account, provide the routing number and account number.

Step 6: As soon as you’re ready, click Save.

Step 7: Before submitting your request, double-check the bank account information and make sure it is chosen.

How to Update the Instant Deposit Account?

Here are the steps to update the Instant Deposit Account:

Step 1: Choose Settings, followed by Account and settings.

Step 2: Go to the Deposit accounts section under the Payments tab.

Step 3: To change your immediate deposit information, choose Change.

Step 4: Select the 0% fee option if you decide to move from your debit card to the QuickBooks Cash debit card.

Step 5: When finished, choose Save and then Done.

Step 6: The use of several debit cards is not permitted.

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Imports

Imports

Exports

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Deletes

Deletes

Customization

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Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

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Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
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Statement Charge

Vendor Transactions

Bill
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Purchase Order
Item Receipt
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Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
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Vehicle Mileage

Technical Details

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Accountant Premium

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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