How to Access & Manage QuickBooks Merchant Service Centre

Here is the detailed guide on how to manage QuickBooks Merchant Service Center. If you are a QuickBooks Payments user and want to update your account information and seek technical help to do this, then Wizxpert is here to help you out, With the use of the Merchant Service Center, you can easily manage your account information and transactions by yourself without any hassle. This article will assist you to do the same, if having issue related to it then contact us on: +1-844-405-0904

So here are the steps, how to do it.

Steps to Access and manage your QuickBooks Merchant Service Centre

How to sign in to the Merchant Service Center

To login to your Merchant Service center, you have required your User ID (usually your email address) and password that you use at the time of sign-in to your Intuit products.

• First, you need to browse the Merchant Service Center official website.
• Now, you have to log in with your Intuit account Username and Password.

What the activities you can do in the Merchant Service Center

Here, we will discuss some of the tasks you can do in your Merchant service center.

Search for transactions in the Merchant Service Center

If you are using an Intuit QuickBooks payment account then you can search transactions for any six-month period for the last 12 months from your online service center.

Go through the following steps to search for transactions in the Merchant Service Center

• First, log in to your Merchant Service Center.
• Now go to the Activity & Reports menu, and click on Transactions.
• Note: Here by default, the Basic Search will be chosen, which makes search by date and payment type (credit card or check).
• This is an optional step. Go to the Show advanced options, which lets you perform a more particular search using information like transaction ID and expiration date of the card.
• Click on Search.
• Note: Here, the default payment type is a card. If you also have a checkout process on this merchant account, change the type of checking to see these transactions.
• Select the transaction ID to show a detailed view of the transaction. You will also have the choice to print the report or export the data as a .csv (comma-separated values) file.

Add users to QuickBooks Payments

Step 1: Add a user who can process payments in the Merchant Service center

• First, you need to login into your Merchant Service Center.
• Later, click on Account, and click on the Users, and verify that if you already have an account created for your user. If not, then click on the invite link.
• To invite users, you need to enter the email of the user you need to invite and click on a role. Keep in mind, Users will not be shown on your list unless they accept your invitation. 
• They will receive an invitation email to start using QuickBooks Payments. If they already have an account, they can choose to sign in. if not then they need to first sign up to the account.
• I in case, Didn’t receive the email? Then check the spam or junk folder.
• After they log in, they will receive a link to the Merchant Service Center.

Step 2: Edit or change users’ payment permissions

You are only liable to edit payment permissions from particular products.

• In Merchant Service Center, go to the Account-Users page to change users’ permissions. Click on the Role link and change the role from the drop-down menu.

Void or refund transactions in QuickBooks Payments

Void or fully refund a transaction

1. First, log in to your QuickBooks Payments account.
2. Next, go to the Processing Tools drop-down, go to the Reverse a Transaction.
3. Later, enter all the required info in the necessary fields and click on Search.
4. Click on the transactions that you need to refund, and next click on Submit.

An alternate method to Reverse or Void a sale

1. First, log in to your QuickBooks Payments account.
2. Next, go to the Activity & Reports drop-down list, and click on Transactions.
3. Later, click on the appropriate date range and click on Search.
4. Click on the Transaction ID or the transaction that you need to reverse.
5. Next, click on Reverse (Void/Credit).
6. Click on the checkbox for the expected transaction, and later click on Submit.

Partially refund or credit a transaction

• First, you need to your QuickBooks Payments account.
• Next, go to the Processing Tools drop-down, and click on Reverse a Transaction.
• Now, you have to enter all the essential fields and click on Search.
• Later, click on the transaction that you need to refund.
• You have to manually insert in the amount that you need to refund in the Amount field, and later, click on Submit.
• Now, a new message will display on your screen and asked you to click on Continue to process a full refund. If in case you want to submit a different amount, then click on Cancel. Now, You will be advised to insert a different refund amount and click on Continue.
• A transaction receipt will be shown on the screen. Now click on E-mail or Print to get a copy of the receipt for further use.

The alternate method to perform a partial refund/credit

• First, you need to sign in to your QuickBooks Payments account.
• Next, go to the Activity & Reports drop-down, and click on Transactions.
• Later, insert the accurate date range, and click on Search.
• Click on the Transaction ID or the transaction you need to reverse.
• Now, click on Reverse (Void/Credit).
• Enter the amount that you need to refund, and click on Submit.
• A transaction receipt will be shown on the screen. Now click on E-mail or Print to get a copy of the receipt for further use.

Steps to Print a receipt

• First, you need to sign in to your QuickBooks Payments account.
• Next, go to the Activity & Reports drop-down, and click on Transactions.
• Later, insert the accurate date range, and click on the Search
• You have a list of results, classify the expected transaction that you need to print.
• Now, click on the Gear icon of your expected transaction and click on the View Receipt.
• Later click on Print.

Create a recurring credit card payment

This method allows you to create a recurring payment for a sales receipt. Check out the below steps

• Sign in to your Merchant service account, then go to Processing Tools.
• Now, go to Create a Recurring Payment.
• Later, look for the name of your customer in the search field. If you are a new customer, then go to the Add New.
• Insert all the required fields, and later click on Next.
• Check all information and conditions of the payment setup match with the signed authorization form, then choose to Submit to save or edit if changes need to be made.

Process payments in the Merchant Service Center

Steps to Process a credit card

• First, you need to log in to the Merchant Service Center.
• Later, look for the processing Tools and click on it and choose to Charge a Card.
• Enter all the required information in the fields. Remarks you add are only evident to you and the cardholder.
• When you process the payment, you will get a confirmation page on your screen. You can click on Print, E-mail, Void, or Done.

Tip: If you use the Merchant Service Center because your QuickBooks software has been discontinued, you can upgrade your software at any time.

Note: QuickBooks payment needs a US zip code when processing the card. If you wish to process international cards, please contact the cardholder at your bank. The issuing bank may have an option when a zip code is needed.

Steps to Process an eCheck

• First, you need to log in to the Merchant Service Center.
• Later, look for the processing Tools and click on it and choose to Accept an eCheck.
• Enter all the required information in the fields
• Click on I have a signed authorization or My customer is on the phone.
• Lastly, click on Submit.

Process and capture a voice authorization

You need the following information to process and capture a voice authorization:

• You need your 16-digit merchant account number (as it seems on the monthly statement, the imprinter, and in the approval email received)
• Amount of the transaction
• Customer’s credit card information

Steps to Process an authorization in the Merchant Service Center

Note: When you have completed, do not forget to capture the authorization(s) to complete the process and receive the funds for the transaction.

• First, go to the Processing Tools tab.
• Click on Authorize Funds.
• Insert all the required information and later click on Submit.
• If your Authorization is successful, then shortly you will get an authorization code.

Process an authorization in the Merchant Service Center

• First, you need to sign in to your QuickBooks Payments account.
• Later, go to the Charge a card and click on it.
• Enter all customer data from the voice authorization transaction, with the customer’s credit card number and expiration date.
• Now, click on the box I have a voice authorization code, give a check-mark.
• Insert the code you get in the Voice Authorization Code field.
• Later, insert the billing zip code.
• Now, select Submit

Add a phone number, logo, and custom message to mobile payments receipts

• First, you need to login into your Merchant Service Center.
• Next, go to the Home tab in the blue bar at the top of the screen.
• Later, go to the Manage Mobile Payments button in the Shortcuts section towards the center of the screen.
• Click on Customize Receipt from the right-hand Quick Links menu.
• Here, update your information and click on the Save & Preview Receipt.

IMPORTANT: While doing changes by the customized receipt, be sure to use Internet Explorer (if in compatibility mode if IE 9 or 10) to effect these changes. At this time some of these changes and/or saving pop-up indicators will not work correctly in other browsers!

Change user roles for QuickBooks Payments

 In QuickBooks Payments, you have 4 levels of access you can give users.

User roles	Access level
Full Admin	Can delete users and assign user roles to existing users.
Limited Admin	Can do everything except manage the details of the merchant account (not able to access the Account Profile).
Full User	Cannot access the Account or User Management areas within the online service center.
No Access	Cannot access the online service center (i.e., GoPayment users only).

Steps to Change a user’s role

You can easily change a user’s level of access from within QuickBooks Payment.

• First, it is necessary to Log in with your Full Admin login.
• Click on the Account section, and later click on the Users.
• The next page will display all current users associated with this merchant account (the payment account number will seem in the green area on the top right of the page).
• Click on the Role listed in this window to change the access level for that user.
• Note: You cannot change the role of a user who is currently logged into a payment account.
• A drop-down menu will display where you can choose one of the four roles. Once you choose a new role it will automatically update on the current window (Note: If a user is new and has not been assigned a role, it will display as a selection to select.)
• After choosing the relevant role, QuickBooks will try to verify your identity for confidentiality and security reasons. Choose an option to receive your code via text message or email, then choose Continue.
• Insert the 6-digit code that you receive on your email, then click on Continue.
• A message will display on your screen to confirm the user role change you requested.

Steps to Remove a user

Many users cannot be removed after being added. If the email/login for the user is associated with other intuit services that the user cannot delete. You have to restrict that user to No Access.

Here are the steps for other users you need to remove:

• Look for the X to the far right of that user entry.
• Now, go to the pop-up window, confirm the delete request.
• Click on the appropriate check-box and later click on the OK, delete this user button. This step will complete the request.

How to update the info you use to sign in

Here are the steps on how you can change your User ID, email, or password.

• First, you need to log into your Merchant Service Center.
• Later go to the Account ▼ dropdown menu, and click on the Login & Merchant Accounts.
• Click on Change your User ID, Email, and Password.
• Later go to the Sign-in & security, and update the required account info.

How to update your business and contact info

Update your business information

Here are the steps to update business information

• First, you need to log into QuickBooks Payments account.
• Next, go to the menu, and click on Account, then choose the Account Profile.
• Later, click on the Account Holder/Business Information section, and click on the Edit option.
• Now, here you can change or update your business information, and later click on Submit.

Update your bank deposit account

Note: For account protection, you might be asked to enter the last four digits of your business Tax ID number or SSN.

• First, you need to log into your QuickBooks Payments account.
• Next, go to the menu, and click on Account, then choose the Account Profile.
• Now, click on the Deposit Account Information section, and later click on Edit (or Add if you haven’t added an account yet).
• Click how you are comfortable to get the code via text or voice call.
• Later, insert the code in the pop-up window.
• When indicated, insert the Account Type followed by the Routing/ABA Number and Account Number, then click on Submit.

Update your contact information

Here, are the steps to update the contact information.

• First, you need to log into your QuickBooks Payments account.
• Next, go to the menu, and click on Account, then choose the Account Profile.
• Now, look for the Contact Information section, and click on Edit.
• Change your contact information as desired, then select Save.
• Now, here you can change or update your business information, and later click on Submit.

Note:-

• Your physical address can not be a PO Box.
• There are different email addresses linked with your Payment Account. Everyone gets different kinds of messages.
  • News about your account goes to your Contact Email. This address also appears on your receipts.
  • Account access messages go to your Intuit Account Email.
  • Statement or deposit alerts go to individual email address destinations you set for each alert type.

Hope, this article will be helpful to you to access and manage your QuickBooks Merchant Service Centre, surely you got to know about many new tasks that you will perform in your merchant service center. But still, if you have any issue or query then feel free to contact us by dialing our toll-free +1-844-405-0904 and get instant solutions from Intuit certified ProAdvisors. We are here 24*7 to the assistance of our customers, you are welcome anytime soon.