(866) 832-9800The Merchant Service Center Quickbooks is an online platform designed for handling various tasks associated with clients' merchant accounts, such as processing payments, tracking transactions, and managing financial records. Clients, whether individuals or small to medium-sized companies, benefit from its user-friendly interface and efficient payment processing capabilities, particularly for credit/debit card transactions. Accessible from anywhere with an internet connection, it forms part of Quickbook's cloud-based accounting services, facilitating seamless management of business payments and bills. Transactions are executed swiftly and securely, ensuring uninterrupted capital flow to and from merchant accounts, with accounting information systematically organized to streamline audit procedures. Client credit card details are securely stored, enabling automatic processing of recurring payments on scheduled dates. The Merchant Service Center Quickbooks web portal enables users to perform various tasks, including:
- Searching for Transactions, Deposits & Fees: Clients can easily search for specific transactions, deposits, or fees using the portal's search and filter tools. Customized transaction reports can be generated based on specified date ranges or other search criteria, with the flexibility to arrange data according to preferences. Search results can also be exported to Excel spreadsheets, although transactions may take a day or two to reflect in the merchant portal.
- Changing Account Information: Clients can initiate changes to account details by submitting a request form via fax, which is downloadable from the online portal. Details such as business name, bank account information, email address, and physical address can be updated. To access the request form, clients navigate to Account Change Requests in the Menu Bar, select the specific form, and follow the print instructions once displayed.
- Create A Recurring Credit Card Payment: Setting up recurring payments requires merchant approval obtained through an authorization form, which can be downloaded from the portal and sent to the customer for signing. Once authorized, necessary details are added online. To initiate the process, users navigate to Customers, select Credit Card Processing Activities, and then Set Up Recurring Payments, streamlining payment collection efforts and saving time.