Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Download a eCheck authorization form

Use the instructions below to find a check authorization form in the QuickBooks software and the Merchant Service Center.

Detailed Instructions

Sample Form

You may download a sample authorization form here: http://bit.ly/checkauth

In QuickBooks 2014 and up

  1. Go to the Help drop-down menu at the top of the software and select QuickBooks Help from the list.

  2. Type Echeck into the help window's search box.

  3. Click on the search result that says Echecks with signed authorization

    .
  4. There will be three types of forms to choose from (One-time check, recurring Echeck, and Mailed-in Echeck).  Click the link for the most appropriate.

  5. Copy and paste the template to a document creation program (i.e. Microsoft Office, Notepad, or an e-mail) and edit the document specific to the customer, check and transaction.

  6. Have your customer sign this and send it back to you.

Online Service Center

  1. From the MSC homepage, click on the the Processing tools drop-down menu and select Accept an Echeck from the list.

  2. Hover the mouse pointer over the button labeled I have signed authorization, do not click it.  A section will drop down below the button with a link that says How do I get signed authorization?

  3. Click the link.  There will be three types of forms to choose from (One-time check, recurring Echeck, and Mailed-in Echeck). Copy and paste the appropriate template to a document creation program (i.e. Microsoft Office, Notepad, or an e-mail) and edit the document specific to the customer, check and transaction.

 

KB ID# HOW17304
12/8/2016 8:02:01 AM
PPRDQSSWS406 9138 Pro 2017 5be6c0