- Authorize the transactions in QuickBooks
- Get paid faster
- Reduce data entry errors
- Process payments on any PC
Recording Cards
After a quick application and setup process, you can begin. If you’re applying payments to invoices, just click Receive Payments like you normally do (you can also apply card payments to sales receipts and credit memos).
In the Customer Payment window, choose a customer, enter the amount, and select the payment method. Enter the number and expiration date (if this is already in the customer record, it will appear), check the Process xxxx payment when savingbox, and save. Upon authorization, the money will go into Undeposited Funds unless you’ve specified otherwise in Preferences.
Let us know if you have any questions – we’ll be happy to help you get started on the right foot.
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