How do I get QBO to generate a credit card authorization form?

marvz · ‎November 06, 2017

Hi -- I've generated a Sales Receipt with QBO Mac for a recurring monthly donation from a funder. It did not generate a credit card authorization form. How do I do that? Thanks

AliciaRoy · ‎November 07, 2017

I want to see if these features are specific to the browser version of QuickBooks Online.

Please go to the following website, hover your mouse over Sign In, and select QuickBooks Online: https://quickbooks.intuit.com/. Once you're logged in, please follow the steps in the article above and let me know if you see those options this time around.

As for the payments service, this is required in order to accept the recurring donation. These payment accounts are set up as personal accounts, so I'm unable to recommend a person to enter in the business owner field. Whoever is selected will be held responsible for the account and will need to be the one to speak with support when it comes to discussing any account details, so perhaps someone from the board of directors can be chosen. This decision is completely up to the organization you're employed with.

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AliciaRoy · ‎November 13, 2017

Hello again, Marvs.

First, I recommend checking the recurring transaction list, and making sure the sales receipt template has the credit card icon next to it. This is how you'll know it was set up correctly. Next, see if the funds have been deposited into your bank account. You can also sign into your merchant account to see alerts in the case that the card was denied: https://merchantcenter.intuit.com/msc/portal/login?service=https%3A%2F%2Fmerchantcenter.intuit.com%2...

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AliciaRoy · ‎November 21, 2017

Hello again, marvz.

At this time, you're able to make those vendors inactive and re-create that person as an employee to resolve the issue.

Here's how you can inactivate the vendor:

Go to Expenses on the left navigation panel.
Choose Vendors at the top.
Locate the vendor, and click the drop-down arrow on the far right side of their column.
Select Make Inactive.
Click Yes to proceed.

To create an employee:

Go to Employees on the left navigation panel.
Click Add an employee on the right side of the page.
Fill out their information and click Done when you're finished.

The following article has more information on setting up an employee if you plan on running payroll through QuickBooks Online: https://quickbooks.intuit.com/tutorials/lessons/setup-payroll/.

If you have any questions along the way, I'll be here ready to assist.

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marvz · ‎November 06, 2017

Also, I had to set it to start tomorrow, does anyone know how I can get it to charge the donor's credit card today?

AliciaRoy · ‎November 07, 2017

Hi Marvz,

I can help you with this recurring transaction.

Can you please verify that their credit card information was entered when you created the sales receipt, and that you chose Scheduled as the type on the recurring template? It's also essential that you enable pop-ups, as the authorization form opens up in a new window.

I look forward to getting this resolved.

marvz · ‎November 07, 2017

Yes, I entered their credit card info, and yes I chose Scheduled as the type. I set it to start on the 7th day of every month, but when I logged in to my account it lists the Amount as 0.00, why is that? And how can I tell if it successfully charged her today? It was supposed to charge her 1/12 of $2500 every month for 12 months.

I did not enable pop-ups, how do I do that?

Thanks,
Marv

AliciaRoy · ‎November 07, 2017

Can you please send me a screenshot of the template, crossing out any secure information the Community shouldn't see such as their first/last name, credit card info, etc.?

As for allowing pop-ups, you can run the Intuit Browser Health Checkup, and the last requirement will have a place to click for instructions: https://fixit.intuit.com/.

marvz · ‎November 07, 2017

I am using the Mac app, not a browser. How do I get the authorization form?

marvz · ‎November 07, 2017

Also I deleted the old recurring transaction and I'm starting over as it looks like it charged her 0$ today. How do I get it to charge her today?

marvz · ‎November 07, 2017

Here is the screenshot

AliciaRoy · ‎November 07, 2017

I appreciate you sending this my way. Did you press "process this card" upon saving the bank/credit card details? This is another requirement for the automatic charges. After clicking Save Template, the authorization form should pop-up.

The following article will walk you through this process step-by-step: https://community.intuit.com/articles/1145462. Please follow these instructions down to every detail to ensure everything is entered properly. At the bottom of the article there's a screenshot that'll show you how to confirm the monthly charges were set up correctly.

marvz · ‎November 07, 2017

I didn't click Process This Card and didn't see that option. How do I edit my Sales Receipt (or Customer) to do that?

marvz · ‎November 07, 2017

Also I see I didn't set up QBO to accept payments. It is asking me to enter the business owner's name, but we're a nonprofit, we don't have a business owner. What do I do? Thanks

marvz · ‎November 07, 2017

I just looked again and there is no Process This Card option when I enter the credit card details in the Mac app. See attached.

marvz · ‎November 07, 2017

I followed these instructions and (a) there is no field called To Be Sent, (b) when I saved the transaction it again did not pop up an authorization form. Also, the recurring transaction does not have a credit card icon next to it as in the example. Help!

AliciaRoy · ‎November 07, 2017

I want to see if these features are specific to the browser version of QuickBooks Online.

Please go to the following website, hover your mouse over Sign In, and select QuickBooks Online: https://quickbooks.intuit.com/. Once you're logged in, please follow the steps in the article above and let me know if you see those options this time around.

As for the payments service, this is required in order to accept the recurring donation. These payment accounts are set up as personal accounts, so I'm unable to recommend a person to enter in the business owner field. Whoever is selected will be held responsible for the account and will need to be the one to speak with support when it comes to discussing any account details, so perhaps someone from the board of directors can be chosen. This decision is completely up to the organization you're employed with.

marvz · ‎November 07, 2017

I followed the steps and it behaved and looked exactly as in my Mac app -- no difference, no Process This Card, no credit card icon, no authorization form.

AliciaRoy · ‎November 07, 2017

I now see your post concerning the payment processing service, and have edited my reply above in response to your question. I recommend speaking with your colleagues about the business owner field, and proceeding to apply for the service once a decision has been made. Until you've been notified about your acceptance and have set everything up, the donations will need to be accepted as per usual.

marvz · ‎November 10, 2017

How can I tell in Quickbooks whether the recurring credit card transaction went through successfully today?

AliciaRoy · ‎November 13, 2017

Hello again, Marvs.

First, I recommend checking the recurring transaction list, and making sure the sales receipt template has the credit card icon next to it. This is how you'll know it was set up correctly. Next, see if the funds have been deposited into your bank account. You can also sign into your merchant account to see alerts in the case that the card was denied: https://merchantcenter.intuit.com/msc/portal/login?service=https%3A%2F%2Fmerchantcenter.intuit.com%2...

marvz · ‎November 13, 2017

That worked, and it worked, thank you!

AliciaRoy · ‎November 13, 2017

This is excellent news, Marvz!

If there's anything else I can help you with, please reach back out and I'd be happy to lend a hand.

marvz · ‎November 20, 2017

Hi -- Different question: we unfortunately have classified a couple of employees as vendors instead of employees in our QBO, and had a number of transactions with them. How can we reclassify the people as Employees? Thanks

AliciaRoy · ‎November 21, 2017

Hello again, marvz.

At this time, you're able to make those vendors inactive and re-create that person as an employee to resolve the issue.

Here's how you can inactivate the vendor:

Go to Expenses on the left navigation panel.
Choose Vendors at the top.
Locate the vendor, and click the drop-down arrow on the far right side of their column.
Select Make Inactive.
Click Yes to proceed.

To create an employee:

Go to Employees on the left navigation panel.
Click Add an employee on the right side of the page.
Fill out their information and click Done when you're finished.

The following article has more information on setting up an employee if you plan on running payroll through QuickBooks Online: https://quickbooks.intuit.com/tutorials/lessons/setup-payroll/.

If you have any questions along the way, I'll be here ready to assist.

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How do I get QBO to generate a credit card authorization form?