Next steps after signing up for QuickBooks Payments

Learn the next steps after signing up for QuickBooks Payments.

After you sign up for QuickBooks Payments, it takes up to 2 business days to receive an approval email. Sometimes, there may be more information we need before a decision can be made. If this happens, you’ll get an email with what’s needed.

What happens after you’re approved #

Your approval email will have instructions on how to get started taking payments with your merchant account. Once you’re approved, you’ll need to connect your account to QuickBooks and turn on online payments. Here’s what to do.

Step 1: Connect your QuickBooks Payments account to QuickBooks

When you connect your Payments account to QuickBooks, you can allow your customers to pay you online. Then you can track and manage your transactions in QuickBooks.

  • Connect your account to QuickBooks Online
  • Connect your account to QuickBooks Desktop
  • Connect your account to GoPayment

Step 2: Turn on online payments for invoices

After you connect your account you can turn on online payments for your invoices. When you have an invoice ready, you can email it through QuickBooks and your customer can choose to pay using a credit card, debit card or ACH bank transfer.

  • Turn on online payments in QuickBooks Online
  • Turn on online payments in QuickBooks Desktop

We’ll deposit your first set of payments (sometimes referred to as batch) within 5 business days. These early deposits take a bit longer while we set up your account. Once we set up everything, we’ll deposit customer payments much faster.

What happens if you’re declined #

If you’re declined, it can be for a few different reasons. Here’s some of the common reasons an application would be declined:

  • Type of products or services you sell (Example: firearms, marijuana or CBD).
  • Industries that are categorized as high-risk merchants (Example: gambling, banking or virtual currencies).
  • Credit History of the QuickBooks Payments primary account owner.

Please refer to our Merchant Agreement and Acceptable Use Policy for more detail.

If you have questions about your application being declined, reach out to the QuickBooks Payments Support team.

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