Learn how to take and process customer payments in QuickBooks Point of Sale.
With QuickBooks Desktop Point of Sale, your customers have more ways to pay.
Accept standard payment types such as cash, credit card, debit card, check, or gift card. You can also take contactless payments, including NFC and tap-to-pay options like Apple Pay, Google Pay, and Samsung Pay. Or, process payments on the go with your mobile device using the GoPayment app.
All your sales and payment data flows directly to your QuickBooks Desktop financial software, so you can save time.
Step 1: Setup your POS hardware
- If you haven’t already, make sure to set up your QuickBooks Point of Sale hardware.
- Make sure your QuickBooks Point of Sale is up to date. This keeps the program running smoothly.
Step 2: Sign up or connect an existing Payments account
If you haven’t yet, sign up for QuickBooks Payments.
Or, if you already have a Payments account, be sure to link your existing account to QuickBooks Point of Sale.
Step 3: Take your customer's order
Once your Payments account is set up, follow these steps to create an order.
- In your Point of Sale home screen, select Make a Sale.
- Select how you want to add an order. You can scan the item or manually enter the products or services.
Note: You can manually adjust the amount due in the Charge field if you need to.
Step 4: Process your customer’s payment
Now you’re ready to take payments. Once your customer’s order is complete, ask them how they wish to pay, then select their payment option. For smooth transactions, be sure to select your customer’s payment option only once.
Step 5: Learn about deposit times for customer payments
After you process payments, QuickBooks puts the money in your bank account. It uses the bank account you linked when you signed up for QuickBooks Payments.
The time it takes to get the money into your bank account depends on your product and Payments plan. Learn more about deposit times for QuickBooks Payments.
Note: If you're new to Payments, your first deposit might take a bit longer while we set up your accounts. Going forward, deposits are processed much faster.