I’m sure this has been asked before but I couldn’t find anything current. We use QB Payments to process monthly recurring revenue. How do we securely collect credit information from clients as QBO does not seem to offer a solution.
We use Hubspot as our CRM and Proposify to manage proposals. Has anyone had luck with an integration with these tools or any other tools?
Hello there, @CScpa.
Let me share some information about how QuickBooks handles your customer's credit card information.
We have implemented streamlined bank-level security to protect your information as well your customer's credit card information. Also, we've partnered with security experts and utilize tools that are Payment Card Industry compliance.
Meanwhile, there are different ways to enter your customer's credit card information. First, you can type it from your customer's profile. Let me guide you how.
The other way is to let your customer enter their credit card information when you send them. Just let them click the Pay Invoice link.
Lastly, you can use a card reader and swipe the card to process payments. Just make sure to set up your QuickBooks payments from the setting to start accepting credit card payments. You can use this article for more detailed steps: Take and process payments in QuickBooks Online.
On the other hand, I'd recommend posting your integration-related questions directly to our Intuit Developers website. Our developers will be able to assist you in receiving customers' custom fields via API. This is where developers engage with others to discuss programming concerns. Here's how:
Also, you can utilize the API Docs & Tools menu on the Intuit Developer's page to possibly execute the said process in QuickBooks.
Leave a comment below if you have other questions or concerns. I want to ensure this is resolved for you.
Ok, so it sounds like QB Payments does not have a solution to securely collect credit card information in cases were Sellers want to create recurring sales receipts to automatically charge a customer's card on file. How would a seller collect the information in that case?
I'm here to help you set up a recurring sales receipt, CScpa.
QuickBooks Payments lets you manager recurring transactions. However, you need to enter the credit card information of your customer. This is because we're unable to provide a form that lets them enter by themselves.
You can have an internal agreement with your customers.
Here's how to set it up:
Now you know how to recreate a recurring invoice and manage recurring transactions.
If your customer keeps getting payment confirmation emails, you can stop these messages by turning off Customer Notification Emails for Recurring Payments.
Let me know if there's anything else I can help you with QuickBooks. I'm always around whenever you need further assistance with this.
Thank you, I understand how to setup a recurring sales receipt. I also understand how to enter cc information. My question is, how can I collect that credit card information from a customer in a PCI compliant way using QB Payments. It seems that QB does not offer a solution for this and I need to use another payment processor?
Thanks for getting back to us, @CScpa.
Intuit’s accounting offerings are PCI compliant and allow you to collect card payments from your customers. The links below give you access to our Attestations of Compliance, and Attestations of Validation so you can get the assurance you need.
Also, this Attestation of Compliance must be completed as a declaration of the results of the service provider’s assessment with the Payment Card Industry Data Security Standard Requirements and Security Assessment Procedures (PCI DSS). The service provider is responsible for ensuring that each section is completed by the relevant parties, as applicable.
You can check out this article for more details: QuickBooks Online Payments - PCI DSS.
If you need further assistance, I'd suggest contacting our Customer Support Team. They can help you collect the credit card information of your customer. Let me show you how.
You can also check our support hours to get our supports at a convenient time.
Also, I'm adding this article that will help you protect your customer payment card data, and how to get started: PCI compliance.
Should you have additional questions about the PCI compliance form or any QuickBooks related, please don't hesitate to let me know. I'm just a post away if you need help.
My question is, how can I collect that credit card information from a customer in a PCI compliant way using QB Payments. It seems that QB does not offer a solution for this and I need to use another payment processor?
Afaik, they only offer the manual way to collect the data. You may explore another payment gateway service. They are offering a self service portal feature for your clients to update the data anytime.
Thank you...what does "They are offering a self service portal feature for your clients to update the data anytime." mean?
I understand QBO is PCI compliant if the customer enters the credit card info to pay an invoice. What I am asking is how would the customer's cc info be entered on a recurring sales receipt in a PCI compliant manner when we are not in the physical presence of the card?
The Customer Portal is where your customers can view and pay bills from you. The Portal is ideal for customers who are individuals and/or consumers. If your customer is a business, they'll be offered the Basic Payables accounts, which offers them a wider range of features to suit the needs of a business.
The Portal will allows your customers to pay you via ACH, credit card, or both. Your customer will only be presented with the payment options you choose. They will also have the option to turn on the Auto Pay feature so that payments are automatically deducted from their selected payment method on the due date of invoices automatically.
If the feature is not enough for your business, you should explore another one.
I've heard of a few ways to others have achieved what you're asking about CScpa.
If you have additional questions you can set up a quick one-on-one with us and we can go over the details.