Using QB Payments when your QB Desktop is Hosted on Cloud

mac999 · ‎May 26, 2021

I'm curious to know what would be the ideal setup for using QB payments when your QB is hosted on the cloud.

Before we went to the cloud, we had the QB credit card readers that physically plugged into our computer. Those inbound payments were automatically synced into QB and we just print a sales receipt for our customer. Since moving to the cloud, those credit card readers no longer sync since our QB was no longer on a local server. So we now use QB's GoPayment on a tablet - which we have to type in the amount into the app (which can result in human error on the amount), and then that money goes to our QB payments account. But, we can no longer use a Sales Receipt for the transaction. Instead we make invoices and after each payment, we have to go into the merchant center to sync each payment to it's corresponding invoice.

I this the easiest way to accept credit card payments when your QB is hosted? Can these credit card readers somehow sync to our QB company file like before, bypassing the GoPayment route that requires those extra steps? Does someone have a better and/or different process?

Thanks for any input.

AbegailS_ · ‎May 26, 2021

Hi there, mac999.

Allow me to share some insights about QuickBooks payments.

You can connect your card reader to your tablet through your BlueTooth device. From there, you can automatically connect the file.

If that won't work, you can contact the Merchant Service Center.

You can reference this link for more details on how you can message them with or without using QuickBooks Desktop and QuickBooks Online: Contact Payments or Point of Sales Support.

For more details, please consider reading the following article I've included below:

Receive and process payments in QuickBooks Desktop

Additionally, you can reference this article for a list of articles that you can read on Merchant Services frequently ask questions like funding status and managing payments account: QuickBooks Payments FAQ.

I'll keep an eye on your response and make sure to get back to you with any concerns you may have. Keep safe!

mac999 · ‎May 26, 2021

Hi AbegailS,

Thank you, but like I mentioned, that is the process we already use now - by using the GoPayment app on our tablet which is connected via BT. While it automatically links to our Quickbooks account and puts the payment into our QB file, it does not always automatically link a specific payment to it's corresponding customer or invoice. That I usually have to do manually by opening up the "Get Online Payments" button. Perhaps this is because the person's name on the credit card may not match the name we have them under in our customer list.

I was asking to see if there was another way - specifically for cloud hosted QB users, since it seems we can no longer plug the card readers directly into our computers. When we were able to do that, you never needed to link the payment to the customer because you had to choose which customer it was before you even received the payment in the first place. Now it's sort of backwards... take the payment first, then choose which customer, then choose the invoice. But if that's what it is, then I guess that's what it is.

Thank you

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Using QB Payments when your QB Desktop is Hosted on Cloud

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