Qbo payments
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The document provides instructions on how to add or connect existing QuickBooks Online (QBO) Payments accounts, detailing the steps for both new and existing users. It explains the payment methods accepted, the application process for setting up a payments account, and how to connect accounts from various Intuit services. Additionally, it highlights the benefits of using automation tools like Botkeeper to streamline bookkeeping tasks.
Qbo payments
- 1. QBO Payments Add & Connect Existing
- 2. The quick answer... ● New account ○ Gear icon > Account and Settings (Your Company) > Payments > Learn more (button) ● Existing account ○ Gear icon > Account and Settings (Your Company) > Payments > Connect (button)
- 3. What does QBO Payments do? ● Accept payment by: ○ Credit card ○ Apple Pay ○ Bank transfer ● “Small” fee per transaction ● With prior authorization customers can pay online invoices with “Pay Now” button ○ Also can pay over the phone ○ Paid quicker ● Customers can enter credit card information too ● All transactions automatically entered into QBO
- 4. Applying for a QBO Payments account I 1. Gear icon > Account and Settings 2. Left menu > Payments 3. Learn more (button) 4. Set up payments (button)
- 5. Applying for a QBO Payments account II 1. Section 1 - Information about your business a. Some information will be populated b. Enter additional/double-check c. Next 2. Section 2 - Owner information a. Next 3. Section 3 - Bank information a. Search for bank b. Enter account & routing number
- 6. Applying for a QBO Payments account III
- 7. Connect existing QBO Payments account I 1. AKA a. GoPayment, QuickBooks Merchant Services, Intuit Merchant Services, Intuit Check Solution 2. Gear icon > Account and Settings 3. Left menu > Payments 4. Connect (button) a. Or… Help (top of screen) > Contact us i. Support will call back and walk you through the process 5. If you plan on processing > $7.5K per month - ask for special pricing
- 8. Connect existing QBO Payments account II
- 9. Don’t have time to DIY? ● Automate the bookkeeping tasks you hate to do with Botkeeper ● Do more business and less data entry ● Spend more time helping your business grow, and less time on menial tasks with Botkeeper ○ Click the link in the description
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