Help Needed with Merchant Services and QB DESKTOP

Hi @YoungJ17,

Thank you for posting here in the Community. I'm here to share some information about receiving a payment using the GoPayment app.

Currently, the option to directly match transactions coming from the GoPayment app is unavailable. As a workaround, you can use QuickBooks Payments to sync transactions and update records in the Desktop version automatically.

The MagTek USB card reader is available and can be used for accepting credit card payments. Since you're unable to link the reader that comes with GoPayment, you can consider using MagTek. To learn more about the QuickBooks Payments integration with Desktop, check out this link: https://quickbooks.intuit.com/payments/desktop/.

Also, you have the ability to download mobile payments transactions as soon as the sale has been processed. This process requires you to connect your QuickBooks Payments account to your company file.

I've attached an article for more details about how to change the account QuickBooks puts money into, as well as the steps to enable payment options and online invoices: Connect your QuickBooks Payments account to QuickBooks Desktop.

Leave a comment below if you have other concerns about syncing customer payments to QuickBooks. The Community and I will be around to help you.

This reply was semi-helpful, the merchant service account had previously been linked. I did follow the link about the Magtek card reader but it lead me to the payment info page, I have an account already. Do you have a link to the Magtek reader information or to how I would obtain said product? Thank you in advance.

Hi there, YoungJ17.

I appreciate you for coming back to the thread to add some further details about your concern. With this, I'm here to help share additional information about the Magtek card reader mentioned above.

You need to buy all Magtek devices first from Intuit so you're able to start using this. This could be the reason why you're routed to the payment info page after clicking the link. If you haven't purchased it yet, you can order it using this link: Order an Intuit Payment Solutions Magtek Card Reader.  In case you need more help with placing the order, please contact our Payments CARE team. This way, they can create the order on your behalf.

After that, you can now install and start utilizing this USB Magtek card reader. You may click this article to see the steps on how to perform the process:  Install and use the USB Magtek card reader with a QuickBooks payments account.

I also recommend visiting our QuickBooks Help page, so you can browse articles or questions from other users that were answered by QB experts. This will help you earn more knowledge that can help you with your accounting tasks.

Reach out to me in the comment section below if you have any other questions or concerns about the Magtek card reader. I want to make sure everything is taken care of for you. I'm always here to help. Take care and have a good one!

ChristieAnn,

Thank you for this additional information! Do you have any information about the cost of this service? I believe QB offers a pay-as-you-go option but I can't find the chart that showed the fee type for P-A-Y-G vs. the Monthly charge with reduced fees. Thank you so much for your time and help with this, Our Treasurer approves all things financial and wanted me to gather information on this.

Hello, YoungJ17.

Let me share further details about this.

Yes, you can use the Pay as you go option so your customers can pay your cash receipts through ACH without the monthly fee. With the said option, you're only entitled to have a $3.00 rate per transaction. You can learn more about this by checking this article: Payments for QuickBooks Desktop. Also, it includes the answers to the most frequently asked questions about QuickBooks Payments.

In addition, here's an article that contains helpful links that'll guide you further about how QuickBooks Payments works: QuickBooks Payments FAQ.

Let me know if you have other questions about this. I'll be more than happy to assist you again. Have a good one!