How do I start using the Merchant Service with a different company file?
You can use your QuickBooks merchant service with only one QuickBooks company file at a time. You may need to update your merchant service if: • You upgraded to a new version of QuickBooks and did not choose to transfer the Merchant Service to your new company file. • You created a new QuickBooks company file for your current business (for example, a new company file for the new tax year) and did not choose to transfer the Merchant Service to the new company file. Follow the steps below to get your QuickBooks Merchant Service working in QuickBooks: • Open the company file you want to use with your QuickBooks Merchant Service • On the Customers menu, choose Credit Card Processing Activities and then Process Payments. • On the Welcome page, click the Update Account button and follow the onscreen instructions.
