Intuit Merchant Services
Agiliron - Intuit Payments Connection Guide
- Go to https://intuitpayments.agiliron.net in your web browser
- This will bring up the page shown below
![](https://files.readme.io/2b0bd16eff2ab749ec84a77336db2d036be8276fe6f11f2b7a833f53084ebf2f-intuit-quickbooks-2.jpg)
- Click the “Connect to QuickBooks” button
- This will bring up the Intuit Sign in dialog as shown below
![](https://files.readme.io/ca4578bf8cacc66869cd284ff67172036d94e08ca54efd2c77d1c96197353266-intuit-quickbooks-1.jpg)
- Enter your Intuit Payments account credentials and click “Sign In” button
- Once your credentials are validated, you will be returned to the page in Step 2 as shown below
![WhatsApp Image 2020-02-03 at 10.26.35 AM.jpeg](https://files.readme.io/da25724-WhatsApp_Image_2020-02-03_at_10.26.35_AM.jpeg)
- Copy the Refresh Token string AB11………8IRO in the example screenshot above (your token string will be unique to your account and different from above).
- Paste it into Agiliron where applicable as noted below for Direct Sales & POS Channels
A. For Direct Sales (CRM Sales Order) Credit Card Processing
- Go to “Settings > Payment Processors”
- Click “IntuitRestAPI” as shown below
![](https://files.readme.io/4d036dde15f08efee2f352ca58bff3e218089142a23363ab80838792bedfab46-intuit-quickbooks-3.jpg)
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Enter the copied string into the “Refresh Token” field
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Set the “Active” checkbox
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Set the “Connection Mode” to “Live”
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Select all the “Payment Methods” (use “Ctrl+Click” to select multiple of them)
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NOTE: if one of the Payment Methods has been selected in one of the other Payment Methods in “Settings > Payment Processors”, they will not be selectable here.
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Click “Save” button
![](https://files.readme.io/dd30389d8a552cc80edbcc4ef816ff0c48ff3ad35ecd7bec87da3341c284c55a-intuit-quickbooks-5.jpg)
B. For POS Channel Credit Card Processing
- Go to “Settings > Channels > edit POS Channel”
- Go to “Payment > Intuit Merchant Services” tab
- Enter the copied string into the “Refresh Token” field
- You can leave the old “Connection Ticket” as is without any changes
- Click “Save” on top of the page
![](https://files.readme.io/a5c66eb4c3a5055cbcedd01c510062161e0f3ea583e54688f2babaa071c8400f-intuit-quickbooks-6.jpg)
Updated 20 days ago