Intuit Merchant Service for QuickBooks: Reference and Start-up Guide

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1 Intuit Merchant Service for QuickBooks: Reference and Start-up Guide 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. Please view this demo: How to Get Started: To begin accepting payments in your QuickBooks financial software, open your QuickBooks. At the top tool bar in QuickBooks, click Customer, then scroll down to Enter Sales Receipts.

2 Enter payment data into the screen as you normally would. Simply check the box titled "Process Credit Card When Saving" to charge your customers credit card.

3 A pop up window should appear select the option Link to an existing QuickBooks Merchant Service account and press OK.

4 Merchants must enter the user login and password and click Log in. If you do have login, you will need to create one. If you do not know your login, call Customer Service A confirmation screen will alert login was successful. You are now able to begin accepting payments.

5 How it Works: Now that your QuickBooks is set up to accept payments, taking a credit card is easy! Processing Credit Cards Through QuickBooks: Go to the Customer Menu in your QuickBooks. Click on Receive Payment. 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 either swipe a credit card or key enter a credit card.

6 Payment is approved within second and Address Verification Service was a match.

7 Face to Face Transactions/Sales Receipt: If you do face-to-face transactions, use a card reader. Credit Card data will be automatically transmitted to QuickBooks and you can take advantage of our low cardswiped rate. To enter a Sales Receipt: 1. Go to the Customers menu and click Enter Sales Receipts. 2. Fill in the top part of the form, including the Customer: Job, Date, Payment Method. 3. Click the Template drop down arrow and then click the sales receipt template you want to use. 4. In the bottom part of the form, enter the items purchased. Save the transactions. Creating an Invoice: 1) Go to Customers menu and click Create Invoices. 2) From the Customer: Job drop down list, enter or choose the name of the customer or job. 3) Click the Template drop down arrow and then click the invoice template you want to use. 4) Click the Terms drop down arrow and then click the sales terms that apply to this customer 5) In the lower part of the form, enter each of the items and the proper quality that the customer has purchased. 6) Click Print to print the invoice. Optionally, you can select To Be ed check box to the form later 7) Save the invoice. Authorize and Capture: Starting with QuickBooks 2008, you can validate and pre-authorize funds on a customer's credit card at practically no cost. Return to charge the card for the final amount at a later time, after the transaction has been completed. Go to the Customer menu and select Credit Card Processing Activities. Select Authorize/Capture Payments.

8 Automatic Credit Card Billing (ACCB) ACCB allows you to take reoccurring payments from your customers. To set it up, Go to the Customer menu and select Credit Card Processing Activities. Select Automatic Credit Card Billing.

9 To set up reoccurring payments, you will need to obtain written permission from the customer before making any changes to recurring charge, including the amount billed or the credit card information Designate a billing period for the amount to charge customers.

10 Download Payments: When a payment is made online it will appear in your Merchant Service Reminders list when the payment is available for download in QuickBooks for Automatic Credit Card Billing, Billing Solutions, Virtual Terminal and Mobile Transactions.

11 Reconciliation: If you process 25 or more credit/debit transactions a month, the new QuickBooks Merchant Service Reconciliation feature in QuickBooks 2009 and 2010 is the perfect solution for keeping your QuickBooks file, QuickBooks Merchant Service account, and your bank account perfectly synchronized at all times. See step-by-step instructions: Record your QuickBooks Merchant Service deposits and fees View pending (unfunded) payments Resolve problems

12 Merchant Service Center: Use the Merchant Service Center search and reporting feature to research your credit card transactions and deposits Go to the Customer menu. Select Credit Card Processing Activities. Select Manager Merchant Service.

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