QuickBooks POS Credit Card Processing – Accept CC Payments

Accept Credit Cards In QuickBooks Point Of Sale

Effective solutions are available for the merchants in QuickBooks point of sale to process payments. Processing credit card payments seem difficult but the relevant guide will let you ease in understanding the procedure. In QuickBooks, there is complete freedom to work with the merchant services provider. You can easily use card payments for the business to increase sales. If you already checked out the QuickBooks Epay Setup then get a complete guide related to Quickbooks POS credit card processing.

What Is QuickBooks POS Credit Card Processing?

The credit card processor is used to manage all credit card-related information. All merchants require the best payment terminal for their customers. The QB POS contains the payment feature for the Intuit merchant services provider to let their clients process payments for instance: payment links including depositing cash receipts, invoicing, and automatic credit card transaction records. The QuickBooks POS payment terminal ensures convenient checkout and to process a credit card. It is a compatible gateway that includes options named swiped, keyed, or EMV entry. It provides the merchant service provider the quick solutions for processing payments.

Also user have the option in QuickBooks EFTPS Setup for e-filling tax form online without any issue and problems.

What are the Benefits of QuickBooks POS Credit Card Payments Processing?

• It is a simple method to manage sales orders, work orders, or sales order deposits
• You will get the freedom to select a processor and use a credit card for real-time payments
• Instant payment posting
• Process real-time EFT/ACH transactions

Learn how to add one and more product or items at once while using QuickBooks POS Barcode Printer machine without any issue and problem.

How to Process Credit Card Payments in QuickBooks Point of Sale?

QuickBooks is compatible with standard payments including credit cards, checks, cash, or gift cards. You can save time in the QuickBooks Desktop financial system with the below steps:

1. Ensure the QuickBooks POS is up to date before setting up POS hardware
2. Now sign up or link an existing payment account.

One you make QuickBooks POS Network Setup, you have to make assure all the network and server connectivity works properly.

Here Are The Steps For QuickBooks Payments Signup

1. Locate the File menu
2. Choose Setup interview
3. Click on the option named Payments
4. Hit the Yes button in the section named “Would you like to accept credit cards?”
5. Choose the option labeled Activate Now for several payment plans
6. Linking the existing account to QuickBooks Point of sale
7. Now take the order of the customer and then process the payments
8. Once they completed the order setup then asked them the reason for the pay
9. After this choose the payment button “credit card”

Make Customer Purchase Sale Credit Card In QuickBooks Point Of Sale

The following are the steps:

1. Now ask the customer about the payment objective through a credit card. After this perform the following things:
2. Manual: Ask for the customer’s details and manually fill them in QuickBooks Point of Sale.
3. Swipe: Ask the customer to swipe the card on the card reader
4. Pin pad: Ensure that the amount dues are right then hit Authorize Now
5. Choose one of the below options to gather card details:
   • Insert
   • Contactless
   • Swipe
   • Voice
6. Apply the required amount due
7. Choose the Authorize Now option
8. Once completed the authorization is then clicked “save” tab for the receipt

Setup Credit Card QuickBooks POS Software

1. Click on the Company menu
2. Choose the Chart of Accounts button
3. Hit on the Account tab
4. Click the icon named plus +
5. Select New button
6. Click on the window named Add New Account
7. Write the credit card name
8. Hit the button named Enter Opening Balance…
9. Fill in the date and balance of the account
10. Click on the Save & Close button

How To Fill Credit Card Charges In QuickBooks Desktop?

1. Click Banking button
2. Choose to Enter Credit card charges
3. Click on the button Refund/Credit
4. Hit on the drop-down named purchased from
5. Choose the date
6. Now click on the tab named Expenses /Items
7. Fill in the items/expenses you need to track
8. Hit Save & close button

How To Pay Credit Card Charges Before Reconciling Process QuickBooks?

Before doing QuickBooks Reconciliation you need to make an entry of CC payment charges.

1. Locate the Banking option
2. Choose the Write Checks tab
3. Click on the drop-down named bank account
4. Click on the payment date
5. Write the credit card company name using the drop-down named “pay to the order of”
6. Fill in the payment amount
7. Click on the option named Expenses
8. Choose the drop-down labeled payment
9. Click on the credit card account
10. Choose the option named Save & Close

How To Write Credit Card Annual Charges In QuickBooks Desktop POS?

1. Click on the Company menu
2. Choose Chart of Accounts
3. Click on the credit card account
4. Now choose the drop-down named Payee
5. Fill in the amount in the charge column
6. Choose a drop-down named Amount
7. Click on the Tax code
8. Choose Record

How to Process and Take Payments in QuickBooks Point of Sale?

Here you learn how to take and process customer payments in QuickBooks POS.

With QuickBooks Desktop POS, your clients have more paths to pay.

Receive standard payment kinds such as cash, credit card, debit card, check, or gift card. You can also take contactless payments, including NFC and tap-to-pay options like Apple Pay, Google Pay, and Samsung Pay. Or, procedure payments on the go from your mobile device using the GoPayment app.

All of your sales and payment data streams directly into your QuickBooks desktop financial software so you can save time.

Step 1: Setup your POS hardware

1. If you have not already, be sure to set up your QuickBooks POS hardware.
2. Ensure your QuickBooks Point of Sale is up to date. This keeps the program running smoothly.

Step 2: Sign up or link to an Existing Payments Account

1. Sign up for QuickBooks Payments if you haven’t already.
2. You can also link your existing Payments account to QuickBooks Point of Sale if you already have one account.

Step 3: Grab your customer’s order

Once your payment account is set up, follow these steps to place an order.

1. From your Point of Sale home screen, choose Make a Sale.
2. Choose how you want to add orders. You can scan items or enter products or services manually.
3. Note: You can manually change the amount payable in the Fee field if you require to.

Step 4: Process your Customer’s Payment

You are now ready to accept payments. Once your customer has placed their order, ask them how they’d like to pay, then choose their payment option. For a seamless transaction, confirm your customer’s payment option is selected only once.

1. Cash
   • Choose cash.
   • Change the amount due if required.
   • Note: You can also use the price range buttons to enter the amount.
   • Click on Save, then choose a Save option for the receipt.
2. Credit Card
   • Choose Credit.
   • Ask your client how they would like to pay via credit card.
   • Change the amount due if required.
   • Choose Authorize Now.
   • After authorization is done, choose a save option for the receipt.
3. Debit Card
   • Choose Debit.
   • Change the amount due if required, then choose Authorize Now.
   • After authorization is done, choose a save option for the receipt.
4. Gift Card
   • If your customer wants to use a gift card to make a payment, follow ongoing steps to process a payment using a gift card.
   • Note: If you have not already, set up gift cards in QuickBooks Point of Sale.

Step 5: Learn about deposit times for customer/client payments

Once you process payments completely, QuickBooks deposits the funds into the bank account you linked when you signed up for QuickBooks Payments.

Find out how long it takes for QuickBooks Payments to deposit money into your bank account based on your product and Payments plan.

Note: If you’re new to Payments, your first deposit might take a bit longer while we set up your accounts. Going forward, deposits will be processed much faster.

Get Help Unable To Add Credit Card Payments QuickBooks POS

Hopefully, the write-up is helpful! Now you can easily process credit card payments to save errors, double data entry issues, and ease the reconciliation. If you are still confused and need more assistance then get connected with a professional team. Use a live chat, QuickBooks POS Support Number, or email address to get exceptional assistance regarding credit card payments at QuickBooks’ point of sale.

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