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Intuit

Download mobile payments transactions into QuickBooks

If you have a QuickBooks Payments account, you can download mobile payments transactions into QuickBooks for Windows (Pro, Premier, Enterprise 2017 and higher versions) or QuickBooks for Mac 2019, as soon as the sale has been processed. Before you can download, you first have to connect your QuickBooks Payments account to your company file. You only need to link your account once.

Add mobile payments to QuickBooks for Windows

A supported version of QuickBooks must be installed on the computer initiating the download. The mobile payments download process will not work on a remote/VPN connection or in terminal services.

The batch does not need to be closed. Transactions are automatically batched together at 3PM PST every day. These batches are then sent to Intuit for processing.

Make sure you have plenty of time to complete the tasks below as you can only see your payments once in order to download them correctly.

  1. Open QuickBooks and go to the Get Online Payments window from the Customers drop-down menu or select Merchant Service Deposits on the home screen.
  2. Select Mobile Transactions and click OK.
  3. You will then be taken into the Record Merchant Service Deposits screen. All online payments will be under Add Online Payments.
  4. Under the Source column, mobile transactions are labeled Mobile.
    If, in the Customer column, the customer name is showing incorrect, it can always be edited by typing in the name field.
  5. To add mobile payments individually, click Add Payment in the Actions column.To add mobile payments by batch, click the checkboxes on the left to select the mobile payments you wish to add, then choose Add Selected Payments.

Once the transactions are recorded, they will show under the green Recorded tab.

If this solution does not resolve the issue, you can read questions regarding your issue, find any related answers or contact us for free at our Intuit Payments Support website.

Add mobile payments to QuickBooks for Mac

To be able to download and use mobile payments transactions, you must also have QuickBooks payments processing capabilities for QuickBooks for Mac. If you need help with this, you can always contact support by signing into your account.

  1. In your QuickBooks for Mac, go to Customers > Credit Card Activities.
  2. Choose Download Transactions.
  3. The Downloaded Transactions window is then displayed. Click Download get transactions available for download.
  4. Click to highlight the transaction(s) you want to download.
  5. To transfer transactions in QuickBooks, choose your download option at the bottom of the screen:
    • Create Sales Receipt
    • Create Invoice
    • Receive Payment
    The Comment (Memo) field is shown below downloads from the Add Memo section of a mobile payments transaction (This must be enabled in the GoPayment app settings on the device). This is not to be confused with the Optional Desc field, which also appears in a mobile payments transactions but does not download into QuickBooks.
  6. In the next screen, modify the date of the transaction if needed (since it auto-populates with today's date), and then choose OK.
  7. The transactions are now recorded in QuickBooks for Mac and are categorized the way you downloaded them (i.e., as a Sales Receipt, Invoice or Receive Payment).

If this solution does not resolve the issue, you can read questions regarding your issue, find any related answers or contact us for free at our Intuit Payments Support website.

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