QuickBooks Payments

How to find out if the merchant credit card was processed and approved in the QuickBoks Payments merchant center

You can find out from the QuickBooks Payments home portal and select “Deposits” under Activity and Reports (see screenshot below). Once it’s approved, it usually takes 2-3 business days for deposits to show up in your bank account.

home portal deposits
home portal deposits

To go to the QuickBooks Payment home portal:

Directly from the QBO home page screen > Gear (upper right corner) > Settings (left corner) > Payments > Merchant details > click Manage details button

manage details
manage details

Sign in directly from >
(Should bookmark this page. In case QBO is down, you can still log in from here and review merchant account).
sign in
sign in

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Bank Deposit Expense Transfer

What do I call making a credit card payment with checking account? Expense Type? Transfer Type?

To transfer fund from bank checking account to credit card account as payment:

  • From the home page screen > Create + sign > Other > Transfer
  • Transfer Funds FROM = Bank Checking Account
  • Transfer Funds TO = Credit Card Account

To enter credit card expenses:

  • From the home page screen > Create + sign > Vendors > Expense
  • Choose a payee
  • Select “Credit Card account” from drop-down list (Importante)


Expense 3456