Before disabling QBO Payments, it's important to understand that QuickBooks Payments is not optimized for law firms. Many firms experience:
Delayed deposits
Trust/IOLTA compliance challenges
Holds placed on client payments
Limited control over how funds are routed
If you're moving away from QuickBooks Payments, you’re not alone—many LeanLaw firms switch to Confido Legal because it’s purpose-built for legal billing and trust accounting, offering faster funding, transparent pricing, and full compliance.
Before you proceed, ensure all invoices in QuickBooks are fully closed. QuickBooks will not allow you to disable Payments if any transactions are still pending.
Steps to Disable QuickBooks Payments
1. Open Your Account & Settings
Log in to QuickBooks Online.
Select the Gear icon in the upper right corner.
Choose Account and Settings from the menu.
2. Access Your Payments Settings
In the left-hand navigation, select Payments.
Find and click the Merchant Service Center link.
This will open a new window or tab.
3. Open Your Account Profile
In the Merchant Service Center, go to the top navigation bar.
Select Account > Account Profile.
This page contains the details for your QuickBooks Payments account.
4. Close Your Payments Account
Scroll down to the Account Status section.
Select Close Account.
QuickBooks will prompt you to confirm that:
All payments and refunds have been processed
No pending transactions remain
Choose a reason for closing your account.
The most relevant option is typically "No longer using QuickBooks Payments".
Add a note such as:
Switching to a compatible legal payment processor.
Click Submit to finalize the closure.
Once submitted, your QuickBooks Payments account will be fully disabled.
Why Switch to Confido Legal?
Confido Legal is LeanLaw’s recommended payment processor because it is designed specifically for law firms. With Confido Legal, you get:
True IOLTA compliance with proper separation of trust and operating funds
Fast, predictable deposits with no unexpected holds
Lower friction for clients with easy-to-use payment links
Better reporting directly aligned with LeanLaw workflows
Most firms switching from QuickBooks Payments find that Confido Legal eliminates administrative headaches and reduces risk.
Need Help Making the Switch?
LeanLaw’s Solution Engineering team can guide you through:
Disabling QuickBooks Payments
Setting up Confido Legal
Ensuring trust compliance
Best practices for routing payments
Contact us anytime:
Chat: Use the bubble in the bottom-right corner of LeanLaw
Email: support@myleanlaw.com
We're here to help ensure your payment workflows are smooth, compliant, and built for legal professionals—not a general accounting platform.