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Receiving credit card payments if you are swiping the credit card

  1. Open the Enter Sales Receipts window.

    To do this task

    1. Go to the Customers menu and click Enter Sales Receipts. Shortcut

  2. Enter the transaction amount.

  3. Fill in the name of the customer or job.

    Note: If you leave the Customer:Job field blank, QuickBooks will fill it in automatically when you swipe the credit card. This can result in duplicate customer records if the customer exists in QuickBooks but the name on the credit card does not exactly match the name in QuickBooks.

  4. Enter the customer's purchases in the line item area.

  5. (Optional) Change the sales tax as needed.

  6. Select Group with other undeposited funds.

    How does the undeposited funds account work?

  7. Click Swipe Card and follow the onscreen instructions. You can swipe any card type (Interac debit, MasterCard, Visa, etc.) that your merchant account is set up to accept.

    If the card's magnetic stripe is read successfully, the card reader beeps once and displays a green light. The card number, cardholder name, and expiration date are sent to QuickBooks. The Process credit card payment when saving box is selected automatically.

  8. Save the payment.

    Save the payment.
  9. In the Process Credit Card Payment window, confirm the credit card number and amount and click Send to process the payment.

    No address verification check is performed when you swipe a credit card. This check is not necessary because the magnetic stripe data proves that the card was physically present.

  10. When you receive notification that the payment has been approved, print two copies of the receipt. Have your customer sign the Merchant Copy. Your customer keeps the Customer Copy.

    You may want to print the Sales Receipt form as well to provide your customer with line item detail.

See also

10/25/2016 9:04:18 PM
PPRDQSSWS406 9138 Pro 2017 3fc791