Using Another Merchant Service

Payment Overview | Sign Up for a Merchant Account

If you do not have an account with the QuickBooks Desktop POS Merchant Service, you can still record credit card payments and refunds, and debit/ATM card payments in Point of Sale.

1. Add items and customer to the receipt and then click the Credit or Debit payment button, as appropriate.

2. Enter the payment amount in the Credit Card or Debit/ATM Card field and accept it.

- Credit card payments: Select Charge or Refund, edit the amount if necessary, and click the card type from the displayed list (from your preference settings).

- Debit/ATM payment: Edit the amount, if necessary, and enter optional cash back, then click Save.

3. Follow your services instructions for authorizing the payment.

4. Save/print the receipt. Follow your service's instructions for having the customer sign the merchant copy.

When using another merchant service for these transactions:

- You cannot authorize or settle the transactions from within Point of Sale and reports regarding settlement are not available.

- You can view lists of your credit and debit payments in the Payments Payment Reconciliation Credit Card List and Debit Card list reports.

- Cash Drawer reports (X/Z-Out) will reflect these transactions.

- If integrated with QuickBooks Desktop Financial Software, the transactions will be sent to QuickBooks Desktop and be posted to the appropriate accounts.

- Not all Merchant Service preferences related to credit and debit card transactions apply to you (applicable preferences marked with an * in help).

- You can specify the credit card types accepted in your receipt tendering preferences.