Step-by-Step Guide to Getting Started with the Card Reader
The Card Reader works with QuickBooks Financial Software 2008 and higher or QuickBooks Enterprise Solutions 8.0.
The QuickBooks Card Reader allows you to swipe the information from your customers' credit cards and process the sales through your computer. When the customer presents their card, simply swipe the magnetic stripe, process the transaction through your QuickBooks software, and finish the sale!
Best of all, you also get the benefit of the lower card-swiped discount rate — every time you process a card through the Card Reader.*
Follow the steps below to get started.
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Step 1. Attach the Card Reader
- Turn your computer off.
- Attach the Card Reader to the USB port of your computer.
- Using the Velcro strips, mount the Card Reader to the side of your computer monitor or other flat surface.
- Make sure the Card Reader is secure, to prevent any unnecessary movement.
- Make sure the cable is connected tightly.
- Turn on your computer. If the light on the Card Reader is green, your Card Reader is ready.
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Step 2. Process a Test Payment
Prepare to Swipe the Card
- Open your QuickBooks Merchant Account company file.
- From the Customer menu, open the Receive Payments window.
Swipe the Credit Card
- Click the Swipe Card button on the top of the screen. The following dialog box will appear:
- Swipe the Credit Card.
- Since this is a test, use one of your credit cards.
- Be sure to swipe the card once, quickly, with the magnetic strip facing towards the light on the Card Reader.
- If the card was read successfully the Card Reader will beep and a green light will flash.
- The process credit card payment box will be automatically selected.
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Step 3. Enter Customer & Billing Information
- In this case, since it's a test, enter your first and last name, and your billing information.
- When you are processing a customer's credit card, your customer's information will automatically appear. Check to make sure the information is correct; if it isn't, make changes by clearing the pre-populated information and select the correct customer from your list.
- If the customer is new, QuickBooks will prompt you to add the name to the Customer Job:list.
- Enter the sales amount (you can always void the transaction later).
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Step 4. Complete Test Transaction
Save Payment
- Click Save Payment.
- QuickBooks will log you on
- You may need to enter your merchant account information.
- Click Send to process your payment.
- Print two receipts, one for your customer and one for your records.
Void Payment
- Click Void Payment to void the test payment.
Need more information? Browse our Frequently Asked Questions for more information on using the QuickBooks Merchant Service.
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