Are you processing an average of $10,000+ a month in credit card transactions through QuickBooks Payments? If so, you may be eligible for a rate discount.
As of the time of this writing, we haven't heard that our customers have had success obtaining these discounts. That said, we're also not sure that many have tried. While we are not able to call on your behalf, we have put together the following 3-step checklist based on calls that we have had with QuickBooks Payments. Please give them a try & be sure to let us know if you are successful.
Step 1: Pull Your Transactions List
We recommend that you pull your transactions list from your QuickBooks Payments account prior to reaching out to QuickBooks to get an idea of what you are processing each month.
To pull your transactions report:
Go to the ⚙️ gear icon in the top right corner of QuickBooks Online.
Select Account and Settings on the left.
Click the Payments tab.
At the top under Merchant Details, click the button that says Manage Account.
Once you are on the QuickBooks Payments home screen, hover over the Activities and Reports dropdown and select Transactions.
Filter the date to show the last three months of transactions.
At the top of the report, you should see a total of all of the transactions. Take that number and divide it by 3 to get your average total of monthly credit card transactions processed.
Step 2: Call QuickBooks Payments Support
Once you have pulled your report, here are a few tips to save you some time:
QuickBooks Payments support line: 1-800-558-9558
You must be the Primary Account Owner to call QuickBooks Payments Support.
You will want to have your Intuit company ID and Merchant ID ready when you call.
To find your Company ID:
Navigate to the ⚙️ gear icon in the top right corner of QuickBooks Online and select Additional Info at the bottom of the left column.
To find your Merchant ID:
Navigate to the ⚙️ gear icon in the top right corner of QuickBooks Online and select Account and Settings.
Select the Payments tab. Your Merchant ID should be at the top if you are setup with QuickBooks Payments.
Step 3: Let Us Know
Once you have contacted QuickBooks support, we'd love to know how it went. Please reach out and share your experience so that we can help share that message with your peers throughout the Novi family.