PTS/QBPOS-Help
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit - QBPOS Help

Browse Source
This commit is contained in:
Kristen Hercules
2026-01-27 18:07:54 -06:00
commit e3d556b732
2307 changed files with 219842 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

85
backups/backup_html_20260109_181155/cardservices13.htm Normal file
View File

@@ -0,0 +1,85 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Merchant Service Reports</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Merchant Service Reports</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <span style="color: #c0c0c0;">|</span> <a href="mas_merchant_service_center.htm">Merchant Service Center</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Users of the QuickBooks Desktop POS Merchant Service can run reports summarizing or detailing their credit and debit card transactions for any specified time period. These reports subtotal your transactions by settlement batch and, in a multi-store configuration, by merchant number.</p>
<p class="Help-Info-Line">To run a Merchant Service report:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">In the Report Center, select <font class="hcp1">Payments</font> as the report category and then <font class="hcp1">Merchant Service</font> as the report type.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select one of the specific Merchant Service reports available.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp1">Unsettled Summary</font>: Provides a listing of unsettled transactions by card type.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp1">Unsettled Details</font>: Provides details of all unsettled transactions.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp1">Activity Summary</font>: Provides a summary of all transactions (credit and debit), settled and unsettled.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><font class="hcp1">Activity Details</font>: Provides details of all transactions (credit and debit), settled and unsettled.</p>
</li>
</ul>
<p class="Help-Indent">The selected report is displayed using default or your last-run settings.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Change the report date range or select <span class="hcp2">M</span><font class="hcp1">odify</font> to change other <a href="../qbpos_reports_and_sales_charts/reports02.htm">report options</a> and filters as needed.</p>
</li>
</ol>
<p class="Help-Indent">Many report filtering options are available, including filtering by Batch #, Transaction Type (sales, refund), Status (voided, authorized), Card Name, Card Present (yes, no), Workstation, etc. The options available vary by specific report.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">OK</span> to display the reports with your specified options.</p>
</li>
</ol>
<p class="Help-Indent"><font style="font-style: italic;">Optional:</font> Memorize the report with your specified options for future use, when prompted.</p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">P</span><font class="hcp1">rint</font> or <font class="hcp1">Excel</font> depending on your output needs.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can also view lists of credit and debit payments in Point of Sale in the <span class="hcp2">Payments</span> &gt; <span class="hcp2">Credit Card Lis</span>t and <span class="hcp2">Debit Card List</span> reports.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_reports_and_sales_charts/reports_working_with_displayed.htm">Work with a displayed report</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">Settle card transactions</a></p>
</body>
</html>