Maybelle_S
QuickBooks Team

Payments

I can see the importance of obtaining the payment authorization form, AlohafromMaui. I'm here to assist you on how to get it so you can seamlessly accept ACH payments within QuickBooks Online (QBO).

 

To start, you'll have to enable your QuickBooks Payment. Then download the authorization form by going to the recurring transaction page on the Merchant Services page. 

 

Here are the steps:

 

  1. Sign in to your Merchant Services account.
  2. Under the Recurring Payments sections, select the Create recurring payment link.
  3. In the Set Up Recurring Payment page, scroll down to the Payment Method section and click the Signed authorization link. The form will open on a new tab.
  4. Download or print the authorization form and send it to your customer.

 

To learn more about QuickBooks Payments and recurring transactions by going through the following articles: 

 

 

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If you have other questions, feel free to reach out again. We'd be happy to help. Have a great day!