How to Create and manage your Payments user ID in QuickBooks?

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For more secure business management, Sage has introduced a new and better authentication system. Now, each QuickBooks user is required to have their own user credentials in order to process payments in QuickBooks. We’ll before long be switching to another confirmation framework for QuickBooks® Payments. To keep processing payments, you’ll need to either confirm your Intuit client ID and secret word in QuickBooks Desktop or make a record to connection to your QuickBooks Desktop file. For your benefit, we’ve stretched out the cutoff time for this to March 31, 2019.

By making a move now, you can in any case cycle payments quickly regardless of whether further audit, for example, mentioning access from your administrator, is required. After the cutoff time, you’ll be approached to adhere to the setup guidelines and won’t handle your installment until the setup is finished.

Creating and managing Payments user ID in QuickBooks

The Payments wizard will escort you through the steps to set up your credentials.

Confirm Payment User ID

You will be presented with an identified user ID for the Payments service account. This should be the same ID you have used while signing up for Payments.

  1. If the detail of the ID shown is yours, confirm it by clicking on YES.
    • If this login is not linked with QuickBooks ID, you have to verify your email.
    • If it has been already linked to QuickBooks ID, you can sign in with your ID and password and you’ll be done.
  1. If the details don’t match with your ID details, select NO and enter your email address.

Note: You will receive all the Payments transaction reports, details, and chargeback information in the email ID you provide.

  • If the login is not linked with QuickBooks ID, you have to verify the email and request access to the Payment services account.
  • If it is linked to a QuickBooks ID, you will be able to sign in with your ID and password and you’ll be done.

Also Read: QuickBooks Installation and Setup Service

Verify email

If your user ID is not identified for accessing the Payment service account, you can set up a new account. For this, you will have to verify your email ID that has been registered with QuickBooks. You shall receive all payment transaction details and reports in the registered email ID.

Confirm the email

To confirm your email ID an OTP (One Time PIN) will be sent to the email ID that you have submitted. Once entered the correct PIN correctly, you will be signed in with your QuickBooks payment ID.

Request access to Payments services

To process your payments, you are required to get a Payments access right to the QuickBooks ID. A request will be sent to the admin to approve the request and grant you permission to process your payments.

Manage Account

After you are successfully logged in, you will be able to manage and make necessary changes on your account that are most suitable to your role & permission. In addition to this, you will be capable of managing most of your products.

How to reach us:

We hope the above information has been useful to you and you are able to process your payments more efficiently with the new authentication system for QuickBooks Payments. If you run into some issue while creating and managing payments user ID in QuickBooks, kindly let us know. We have experts working daily to assist QuickBooks users in resolving any matters. You can also share your queries at customer@99accounting.com or Chat Support link available on the website 99Accounting.com, and we shall get back to you at the earliest.