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HOW IT WORKS: With Personal Computers


Accepting credit cards through QuickBooks has never been easier. The screens below illustrate just how easy it is to process credit card transactions in QuickBooks and to reconcile your accounts so that your QuickBooks records are up-to-date.


 

Process credit cards through QuickBooks

Enter payment data into the Receive Payment screen as you normally would. Simply click the box titled "Process Credit Card When Saving" to charge your customers credit card. You can also record and process credit card transactions through the Sales Receipts and Credit Memo screens in a similar fashion.


Enter Credit Card Information

After entering the amount of the sale on the Receive Payment screen, you will be prompted to enter your customer's credit card information. Once this is done, simply click submit and the credit card will be processed right in QuickBooks.


Face to face transactions

If you do face-to-face transaction, use our card reader. Credit Card data will be automatically transamitted to QuickBooks and you can take advantage of our low 1.76% card-swiped rate.


Process on the road

Accept credit cards in remote locations such as trade shows with Virtual Terminal Plus and download later into QuickBooks. All you need is a PC and an Internet connection.


Reconcile transactions easily

QuickBooks Merchant Service batches undeposited credit card payments and tells you whether or not the funds have been deposited into your bank account so you can keep your bank balance in QuickBooks more accurate.


Keep track of merchant account expenses

Download MasterCard/Visa processing fees as well as service fees. QuickBooks makes it easy to assign fees to appropriate expense accounts so your records are more accurate and up to date.


Keep track of fees

For deposits that are funded to your bank account net of processing fees, use the Fee Calculator to keep track of the fees associated with these payments.



 

 







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