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We use Quickbooks Desktop Enterprise on a Remote Desktop. We have been processing credit cards through the system, but would like to be able to use a card reader as well. From what I've read, we cannot use a card reader connected to the computer if we have a remote desktop situation. Please let me know if that is incorrect.
I thought that a solution may be to use the Go Payments app with a bluetooth card reader. However, I cannot find any support articles that indicate whether Go Payments is compatible with Quickbooks Desktop. Is it? And if so, what is the procedure to get those payments into Desktop? There is a Get Online Payments button that I've never used. Or do they just go into the Merchant Services area until I select them for deposit similar to when I send a payment link from the system? Advice would be appreciated. Thank you!
That's correct. You cannot connect a reader to your computer since your QuickBooks is hosted on a remote server (computer).
You would have to manually retrieve those payments using Get Online Payments. You can either add as a Receive Payment or Sales Receipt, selecting the Customer (or adding new) that is in QuickBooks. They don't automatically get batched in QuickBooks. Only payments that are processed within QuickBooks do.
Just so I'm clear, I could use the Go Payment app with a bluetooth card reader to process the credit card for a certain $ amount. At that time I wouldn't need to connect it to an invoice, since desktop info is not in the app. Would it work similar to the Send a Payment Link button? When I use that, the payment shows up in the Merchant Services area and waits to be manually downloaded, then manually applied to the correct invoice. Thank you.
Thanks for getting back here, @CH79. I'd be happy to share additional information about this.
The option to send a link through the app is unavailable. You can do it inside QuickBooks Desktop (QBDT). You can have the program record bank deposits for you automatically. Also, the transactions will appear in the Merchant Services Center, once you've started using the app. Here's how to do it:
To get more details about this, check out this article: Automatically record QuickBooks Payments bank deposits in QuickBooks Desktop. This will also help you match payments in QuickBooks with your bank statements.
In the event that you need to change how QuickBooks reports bank deposits on your chart of accounts, you can follow the detailed steps in this link: Change the account QuickBooks deposits payments info.
I'm here to back you up again if you have more questions about processing payments in QBDT. Just leave a reply below and I'll get back to you as soon as I can. Have a good one.
Thank you for your response. I'm afraid that I might not be using the correct terminology. I'm looking for instructions that would tell me: if I were to process a credit card in the Go Payment app, what would the next steps look like in Quickbooks Desktop?
I'm assuming the transaction would appear in the Merchant Services area and I would need to go through the process of applying that payment to an invoice. I don't mind if it doesn't do it automatically. How would it know what to do if the name on the credit card did not match the company name on the invoice? Maybe I'm missing something since I haven't actually used the app yet.
Thank you, and I'm sorry for any confusion.
It's nice to have you here, CH79.
Once you connect GoPayment to QuickBooks Desktop, you'll receive a prompt for any missing or incorrect information that prevents your transactions to match.
I'd suggest reaching out to the GoPayment Phone Support team as they can review and determine the best course of action.
Let me know if I can help you with anything by leaving a comment below or post again. Thank you and have a great day ahead.
These responses are horrible. Where is the explanation of how go payment credit card payments are recored in a hosted QB DT?
Thanks for joining us here today, @PeakAdvisers.
Let me share some information about how credit card payments are recorded in QuickBooks Desktop (QBDT). Each day, QuickBooks groups all of the customer payments (credit card, debit, ACH, and bank transfers) you processed for that day into a bank deposit. That means it records only one bank deposit per day. You'll only see one bank deposit from QuickBooks in your bank statement. Please note that QuickBooks separates payments and fees so you get all the details.
From there, you'll want to review the payments to match with your monthly bank statements. Compare what's on your statement with how QuickBooks recorded the bank deposits. Start with the bank deposits QuickBooks already matched and recorded.
For more information about the process, please refer to these guides below:
Once you're done, you're now ready to reconcile your account.
Keep me posted if you still have questions or concerns with credit card payments. I'm more than happy to answer them for you. Take care and have a good one.
Hey CH79,
I know this is an old thread, but we're looking for the same info, did you ever implement this for taking remote payments with card present tied to quickbooks desktop and how did it go for you?
Thx, J
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