QuickBooks Merchant Services: Access and Manage Your Account

QuickBooks Merchant Services is necessary for every business that uses QuickBooks to streamline payment acceptance and accounting via integration. This allows faster payments, reduced manual data entry, accepting various payment methods, and better cash flow tracking, resulting in simplified financial management.

In this blog, we have covered what QuickBooks Merchant Service is, why businesses need it, and more. Walk through this guide and stay confident!!  

Reasons to use QuickBooks Merchant Services

We have shared some major reasons that QuickBooks users opt for QuickBooks Online Merchant Services: 

• Integration: Merchant service would help you in integrating payment data with your QuickBooks accounting, automatically eliminating the double-entry issue. Finally, saves precious time.
• Quick Payments and Cash Flow: You receive payments quickly through online invoices with “pay now” buttons. You can receive funds faster, resulting in improved cash flow.
• Accept Multiple Payment Types: Receiving payments via multiple payment types such as credit cards, bank transfer, Apply Pay, Google Pay, e-checks, in-store, online, and debit.
• Automated Invoicing: Merchant services help in sending professional invoices, scheduling recurring payments, and setting up an automatic reminder for late payments. 

What is the Merchant Service Center?

QuickBooks Merchant Service Center consists of financial tools and support systems for businesses that accept and receive electronic payments. Electronic payments can be made from credit and debit cards, online, and/or mobile payments. Payments involve hardware such as card readers and POS, whereas software involves gateways or apps. 

Access and manage your account and more in the Merchant Service Center

Using the Intuit QuickBooks Merchant Service Center, you can manage your account information and transactions. 

How to sign in to the Merchant Service Center?

• Visit the Merchant Service center.
• Using your Intuit Credentials, sign in to your account. 

What can you do in the Merchant Service Center?

Below are certain tasks you can do in your account:

• You can search for your transactions.
• Create a recurring credit card payment.
• Process payments. 
• Void or refund transactions.
• You can add a phone number, a custom message, and a logo to your mobile payments’ receipts.
• You can change or add user roles for the payments account. 

How to Access Merchant Service from QuickBooks Desktop?

• Open QuickBooks Desktop.
• Open the company file that is linked to the QuickBooks Merchant Services account.
• Navigate to the Customers menu, click on Credit Card Processing.

• Now, choose Merchant Service Center.
• You will be directed to the Home Page (of the Merchant Service Center).

Note: You can be directed to the merchant service center home screen or to log in with your merchant service account credentials, depending on your login settings.

How to update the info you use to sign in? 

Follow the steps to change your User ID, email, or password:

• Log in to the Merchant Service Center.
• From the Account drop-down menu, click on Login & Merchant Accounts. 
• Click on Change your User ID, Email, and Password. 
• To update the needed account info, click on Sign in & security. 

How to process payments in the Merchant Service Center?

Process a credit card

• Log in to the Merchant Service Center.
• Navigate to the Processing Tools and click on Charge a Card.
• Complete the fields with required information. 
• Once you process the payment, you will be directed to a confirmation page. 
• You can choose one of the following options:
  • Print.
  • E-mail
  • Void
  • Done

Process an eCheck

• Log in to the Merchant Service Center.
• Navigate to the Processing Tools and click on Accept an eCheck.
• Complete the fields.
• Click on I have a signed authorization or My customer is on the phone.
• Finally, hit Submit. 

Change your business info, bank accounts, and contact info in the Merchant Service Center. 

Below is the list where you can make updates:

• Legal Business Name
• Industry type.
• Ownership type
• Tax ID
• Doing Business As – the name your customers see on their receipts. This must match the name on your deposit bank account.
• Website address

To change your business info:

• Log in to your QuickBooks Payments account.
• Click on Account and then select Account Profile.
• Navigate to Account Holder/Business Information and then click on Edit.
• You can change your business info as per your need and then click Submit. 

Update your contact info

What you can update: 

• Physical and mailing address.
• Merchant’s service number.
• Contact email.
• Phone number.

To change your contact info:

• Log in to your QuickBooks Payments account.
• Click on Account and then select Account Profile.
• Click on Contact information and then select Edit. 
• Now, you can change your contact info and then click on Save.

QuickBooks Online Merchant Services vs. Third-Party Processors

If you are using QuickBooks Online, it may be tempting to connect another payment processor. QuickBooks does allow this, but the process is not always smooth. You may end up with split records, missing details, or manually entering payments.

That is why many people choose QuickBooks Online Merchant Services instead. It is simply easier to manage everything under one system.

Conclusion

If you are trying to figure out how to log in, how the system works, or what the fees look like, we hope this guide on QuickBooks Merchant Services gives you a clear path forward. The system may take a bit of setup, but once it is running, it becomes one of the most convenient tools in the QuickBooks ecosystem.

For more information, contact our QuickBooks Support Net expert at (866) 500-0076, or you can fill out the form to get a call back.