If everything looks correct, click Submit. If not, you’ll see a message that tells you to do so and provides a link for creating the connection.) (Note: You should have already linked QuickBooks to your merchant account during setup. When all necessary fields are completed, save the transaction.Īfter you click Save & Close, this screen from the Merchant Service Center (a password-protected site containing your merchant account information, processing tools and reports) will appear, with the customer’s payment information already filled in:įigure 2: This screen appears when you are ready to authorize a credit card payment. Be sure to put a check mark next to Process payment when saving.
If not, you can enter them here, though this is not necessary if you’re swiping a card. If you set up a credit card as a preferred payment method in the customer’s record, the card type, number and expiration date will automatically appear. (Note: If there are multiple invoices and the customer has submitted a partial payment, be sure that there’s a check mark next to the one(s) that should be credited.) Data from any outstanding invoices will appear in the register. You select a customer from the drop-down list next to RECEIVED FROM and fill in the AMOUNT field. Receiving payment via credit card is not so different from the process you’ve followed to record a check. You enter credit card charges in a similar fashion. You’d click the Receive Payments icon on the home page to open this screen:įigure 1: You’ve probably used this screen before to record incoming checks. Say a customer received an invoice and wants to give you his credit card number over the phone (this is assuming you haven’t set up a payment link within your invoices, or that the customer is uncomfortable entering financial information online). Let’s follow the path of a payment through the desktop version of QuickBooks Premier 2013 (your program screens will look different in earlier versions). In order to receive payment this way, you need to have a paid subscription to Intuit’s QuickBooks Merchant Service (requires monthly and per-transaction fees), which lets you accept credit cards within QuickBooks, on your e-commerce site or using a mobile device. But do you know how the funds get into your company’s bank account? It’s basically a 3-step process (if you don’t count setup).
You know by now that you can accept credit cards as payment for products and services in QuickBooks. It’s not an instant transfer, but it doesn’t take long to capture your funds.
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