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New Member
September 30, 2026
Question

Is a paid SecurityMetrics subscription required if I only use QuickBooks invoice payment links?

  • September 30, 2026
  • 1 reply
  • 7 views

I use QuickBooks Online with QuickBooks Payments and I'm trying to clarify the PCI compliance requirements for my specific payment workflow.

I only send customers invoices/payment links through QuickBooks. Customers enter their own card information on Intuit's hosted payment page, including customers who choose AutoPay.

I do not:

  • manually enter customer card numbers
  • take card numbers by phone, email, chat, or message
  • use a card reader or POS terminal
  • collect card information through my website
  • store cardholder information on my computer or other systems

Based on Intuit's PCI guidance, this appears to be an SAQ A payment environment.

I currently pay SecurityMetrics for PCI compliance, and I'm trying to determine whether the paid SecurityMetrics service itself is required by QuickBooks Payments, rather than whether PCI compliance is required.

Specifically:

  1. Does QuickBooks Payments require a merchant with this setup to maintain a paid SecurityMetrics subscription?
  2. Can I complete the official SAQ A myself annually at no cost?
  3. If I complete SAQ A myself, do I simply retain it in my business records, or does QuickBooks Payments require me to submit it through SecurityMetrics or another portal?
  4. If SecurityMetrics is used as the PCI validation portal, is there a free/self-service validation option rather than the paid service?
  5. Has anyone using only QuickBooks invoices/payment links canceled the paid SecurityMetrics service and continued to be recognized as PCI compliant by QuickBooks Payments?

I understand that PCI compliance itself is required. I'm specifically trying to determine whether paying SecurityMetrics is required to satisfy that obligation with QuickBooks Payments.

1 reply

QuickBooks Team
September 30, 2026

Merchants who accept card payments are required to be PCI compliant, while SecurityMetrics is an optional partner tool to help you meet that obligation. Since you accept payments through invoicing and payment links in QuickBooks, you can complete the SAQ A form and keep it on file to meet PCI requirements.

 

Once completed, merchants are required to provide it to their acquiring bank or payment processor upon request and not proactively submit it to a third-party portal.

 

As for your question about the free/self-service validation option through SecurityMetrics, you can visit their website or contact them directly.

 

Let us know if you have any other QuickBooks-related questions.