Note: These procedures are for payments on invoices and statement
charges only. If you receive payment in full at the time of purchase, do not
use this procedure. Instead, enter the payment as a
Go to the Customers menu and click Receive Payments.
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.
Enter the transaction amount.
an invoice to which the payment applies.
Click Swipe Card on the toolbar, and follow the onscreen instructions. You
can swipe any card type 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.
Select Group with other undeposited funds.
How does the
undeposited funds account work?
Save the payment.
In the Process Credit Card Payment window, confirm the credit card number and amount, and click Submit 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.
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.
Depositing credit card payments
Voiding credit card payments
Printing a credit card receipt at a