Having a QBO Payments account allows your small business to get paid faster and it integrates seamlessly with QuickBooks Online.

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
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