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lehman
Level 1

Credit cards

I am new to accepting credit cards in Quickbooks. In the Merchant Services Deposit it shows the following screenshot. Do I record the card batch (credit card charge-paying invoice) and the fee batch?

 

screenshot.jpg

Solved
Best answer March 01, 2019

Best Answers
Angelyn_T
QuickBooks Team

Credit cards

Thank you for adding a post here in the Community, @lehman.

 

I'd be glad to help share information about handling payments/deposits in the Merchant Services Deposits.

 

Yes, you need to record the transaction by clicking on Record Deposit or Record alone. Recording them allows you to add the batch deposit or fee to your QuickBooks Desktop (QBDT) bank account.

 

To learn more about recording merchant service deposits, you may check this article: Record Merchant Service Deposits.

 

You're always welcome to post again if you have any other Merchant Deposits questions. I'll be right here to help you!

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4 Comments 4
Angelyn_T
QuickBooks Team

Credit cards

Thank you for adding a post here in the Community, @lehman.

 

I'd be glad to help share information about handling payments/deposits in the Merchant Services Deposits.

 

Yes, you need to record the transaction by clicking on Record Deposit or Record alone. Recording them allows you to add the batch deposit or fee to your QuickBooks Desktop (QBDT) bank account.

 

To learn more about recording merchant service deposits, you may check this article: Record Merchant Service Deposits.

 

You're always welcome to post again if you have any other Merchant Deposits questions. I'll be right here to help you!

JaneD
Moderator

Credit cards

Hi tubby

 

Thanks for joining us in this thread. I'm here to address your credit card payment concern.

 

You can record the Merchant payment that was processed and track it in QuickBooks Desktop by following the steps above provided by my colleague. Then verify the second payment status by logging in to your Merchant account.

 

Here's how:

  1. Sign in to the Merchant Service Center.
  2. From the Activity & Reports menu, select Transactions.
  3. Note: By default, the Basic Search will be selected, which search by date and payment type (credit card or check).
  4. (Optional) Choose the Show advanced option, which allows you to do a more specific search using information like transaction ID and expiration date of the card.
  5. Click on Search.
  6. Choose the Transaction ID to display a detailed view of a transaction.

For further guidance, please refer to this article: Search Transactions.

 

I also suggest reaching out to our Payments Support Team. They have direct access to your account and can securely provide details about the second payment.

 

Let me show you how:

  1. Open QuickBooks.
  2. Go to Help.
  3. Choose Support and click on the Contact us link.
  4. Select a topic.
  5. Click on Get Phone Number or Start a message.

This should point you in the right direction. Please let me know if you have any other concerns. I'll be here to help.

heidew
Level 1

Credit cards

How do you provide a credit card receipt to the client once they have paid an invoice?  I have a client who has a credit card on file and when I process the invoice they say they do not get a receipt of the transaction.  Its easy enough to send them a paid invoice but they are looking for a receipt of the actual transaction.

Thanks

MaryLandT
Moderator

Credit cards

Let me guide you through the steps on how to create a credit card receipt in QuickBooks Online (QBO), heidew.

 

You can use the Sales Receipt or Receive Payment feature in QBO to print a receipt. 

 

To print a receipt for a new payment received via QuickBooks Merchant Services:

  1. Go to the Customers tab and click Receive Payment or Sales Receipt.

  2. Fill in the necessary fields and on the bottom left, click on the Process credit card payment box.

  3. On the right click Save.

  4. Depending on your preferences, either a Credit Card Transaction Status or CVV Missing screen will appear.

  5. If the CVV Missing screen appears, please make a selection by clicking on Process now with CVV or Skip CVV, then click Print.

  6. If the Credit Card Transaction Status screen appears click on Print.

To print or reprint the credit card receipt processed via QuickBooks Merchant Services at a later date & time:

  1. Locate the payment or sales receipt.

  2. Go to the Customers tab.

  3. Click the customer name on the scrollable list on left.

  4. Under Transactions List, click on the Payments or the Sales Receipt.

  5. Click on the payment or sales receipt to open it.

  6. On the left of the transaction form, click on the Transaction processed link.

  7. Credit Card Transaction Status box will open.

  8. Click Print.

I'm adding this link to learn how to accept payments: Take and process payments with QuickBooks Payments

 

Let me know if there's anything else you need by commenting below. I'll be right here to help you.

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