How to Pull Your QuickBooks Payments Processing Statements
Use this guide to download your QuickBooks Payments (QBP) monthly processing statements — useful for fee analysis, reconciliation, or evaluating a switch to Alternative Payments.
Overview
If you or your team need to review the fees and processing volume associated with your QuickBooks Payments merchant account, your monthly statements are the best source of truth. This guide walks you through the full process: starting inside QuickBooks Online (QBO), navigating to the Intuit QuickBooks Payments portal, and downloading the last three months of statements.
Common reasons to pull these statements include:
Fee analysis — understanding your current processing rates and monthly costs
Reconciliation — matching payouts to your bank records
Switching evaluation — providing statements to Alternative Payments so our team can compare rates and build a savings estimate
Prerequisites
You must be signed in to QuickBooks Online as a user with admin or billing access. If the relevant options are not visible, the primary admin on the account will need to complete these steps.
Part 1 — In QuickBooks Online
Open the Gear icon In the top-right corner of your QuickBooks Online dashboard, click the Gear (⚙) icon to open the Settings menu.
Select "Subscriptions and billing" Under the Your Company section of the Settings menu, click Subscriptions and billing.
Scroll down to the "Billed to you" section On the Subscriptions and billing page, scroll down until you see the Billed to you section. This lists the Intuit products and services associated with your account.
Locate the QuickBooks Online Payments box Find the QuickBooks Online Payments tile within the Billed to you section.
Click "Manage merchant account" Inside the QuickBooks Online Payments tile, click the Manage merchant account link. This will open the Intuit QuickBooks Payments merchant portal in a new tab.
Don't see "Manage merchant account"? This link is only visible to users with billing access. If it is not showing, ask the primary admin on your QuickBooks Online account to log in and complete the remaining steps.
Part 2 — In the Intuit QuickBooks Payments Portal
Find the "Activity & Reports" section Once inside the Intuit QuickBooks Payments merchant portal, locate the Activity & Reports section on your dashboard.
Click "All Statements" Within Activity & Reports, click All Statements to view your available monthly processing statements.
Download the three most recent monthly statements Identify the three most recent monthly statements and download each one as a PDF. You will be prompted to complete a security checkpoint for each download.
Enter the last 4 digits of your EIN (or SSN) at the security checkpoint For each statement download, Intuit will ask you to verify your identity. Enter the last 4 digits of your EIN (Employer Identification Number). If your account is registered under a Social Security Number instead, enter the last 4 digits of your SSN.
Privacy Note
Your downloaded statements may include your merchant ID and bank account details. When sharing statements with Alternative Payments for a fee analysis, you are welcome to redact those fields. Our team only needs the volume and fee pages to complete the comparison — your banking information does not need to be shared.
Troubleshooting
"Manage merchant account" link is not visible
The signed-in user does not have billing access. The primary admin must log in and complete the steps from Part 1.
Security checkpoint does not accept EIN/SSN
Confirm whether the account was registered with an EIN or SSN, and try the other if the first does not work.
Statements are not available for recent months
Statements are typically generated within the first few business days of the following month. Check back if the most recent month has not yet posted.
For any questions, reach out to our team through the chat icon located at the bottom right corner of the screen.
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