QuickBooks Merchant Service for PCs

1. Bill your customer as you normally would.
   
   (For special instructions on how to invoice by e-mail and receive payment online, click here.)
   
   
2. Once you receive credit card information from your customer, go to the QuickBooks Receive Payments form:
   • From the Customers menu choose Receive Payments.

   Note: If you applied for the QuickBooks Merchant Service from the QuickBooks.com Web site, you may be prompted to update your Merchant Service to make it work with QuickBooks.

1. On the Receive Payments form:
   
   • Enter your customer's credit card information and the payment amount.
   • Select the Process credit card payment checkbox.
2. Click Save & New.
   
   • You will then see the Process Credit Card Payment screen.

   
   
   
   

   Or

3. Authorize a credit card payment and capture the funds at a later time.

   On the Receive Payments form:
   • Create an authorization by entering your customer's credit card information and the payment amount.¹
   • When the transaction is complete, retrieve the authorization and capture funds against it.

1. On the Process Credit Card Payment screen, provide any additional credit card information.
   
   
   
2. Click Send.
   
   • Your payment information will be transmitted over the Internet to the QuickBooks Merchant Service for approval.
   • You may be prompted to enter your QuickBooks Business Services login name and password.

If your payment is authorized, you will see the Processed Payment Receipt screen.

• Print this screen for your records.
• Your funds are automatically transferred into your account, and the transaction automatically recorded in QuickBooks.
• You do not need to enter any more information.
  
  

Use the Merchant Account Service Manager to create a variety of reports about credit card transactions you have processed:

• From the Customers menu, choose Credit Card Processing Activities and then Manage Merchant Service.
• Use the report options and filter to create a report that meets your needs.

Need more information? Browse our Frequently Asked Questions for more information on using the QuickBooks Merchant Service.

1. Our standard per item transaction fee of only $0.23 is charged for an authorization.

Click here for additional terms and conditions by service.