How do I create a Click2Pay account for my customers within QuickBooks Online? (paya Click2Pay Software Instruction Guide)

Answer

manuals.plus

Feb 21, 2025 - 05:54 AM

To create a Click2Pay account for your customers within QuickBooks Online, follow these steps:

1. Log into your QuickBooks Online account at https://accounts.intuit.com/index.html.
2. Once logged in, click on the Apps icon on the left-hand side of the screen.
3. Search for the Click2Pay app and click on the Launch button to navigate to Click2Pay from QuickBooks Online.
4. A new tab will open in your web browser, prompting you to log into your Click2Pay account at https://c2pweb.shawnburt.com/.
5. Enter your credentials and click on SIGN IN to open your Click2Pay account.
6. Once logged in, you will be at the Click2Pay Dashboard.
7. Click on Users from the menu bar on the left-hand side of the screen.
8. Click on the + sign at the top right-hand corner to add a new user.
9. Complete the required fields at the top of the screen, including Roles (Merchant or Merchant Customer).
10. Click on Save once all fields are completed.
11. The main user screen will appear. Click on the pencil icon next to the user(s) you just created to edit the user account.
12. Click on the + sign under Merchants.
13. If the user has a Merchant role, select your Merchant name using the drop-down menu in the Merchant column.
14. If the user has a Merchant Customer role, select your Merchant name and the Customer name using the drop-down menus in the Merchant and Customer columns.
15. Once the Merchant and/or Customer has been selected, click on the button shown.
16. A confirmation pop-up window will appear. Select Yes to send the login credentials to the user.
17. Click on Save at the bottom of the screen. You will then return to the main user screen.
18. The user will receive an email to complete the setup of their user account. They need to click on the Verify button to begin the verification process. Once completed, the user will have full access to their Click2Pay user account.

For more detailed instructions and screenshots, please refer to the Click2Pay Software Instructions manual provided.