Apple Mac2014 - Accepting Your Customers Credit and Debit Cards

QuickBooks for Mac 2014 User’s Guide 108
4 Click OK.
You'll see a confirmation when the transaction is complete.
Other things to know about receiving payments:
!
Create a credit memo. If the payment is less than what your invoice is for, you may owe your customer
money. If that's the case, click Credit Memo to record the credit or issue a refund.
!
View payment history for the customer. Click History to see the payments from the customer you
selected.
!
Add deposit reminder to iCal or Calendar. Click the button to add a reminder to yourself to deposit the
payment.
View the credit card information for the customer. If you are using Intuit Merchant Account Service to charge
customer credit cards, you can click Charge Info to see the credit card information of this customer you selected.
Accepting your customer's credit and debit cards
With an Intuit Merchant Services account, you can accept your customer's credit and debit cards as payment for
transactions.
View a tutorial...
(It says QuickBooks 2010, but all the info is still good. Don’t get me started…sigh.)
Note: If you are using QuickBooks in multiuser mode, you'll need to complete these steps for each computer you
want to use to process debit and credit cards.
Step 1. Set up your account with Intuit Merchant Account Services. (You only have to do this once.) You must
have a merchant account to process your customer's credit and debit cards. Once you sign up, you'll be given a
connection ticket that authorizes QuickBooks to process credit and debit card transactions. Enter this ticket on the
Merchant Service preference window. (QuickBooks > Preferences)
Step 2. When you create a sales receipt or receive a payment, use a credit/debit card payment method. Be
sure "Process credit card" is checked. When you click OK, you'll be asked to enter your customer's card number and
other information.
Note: Using the Customer Center, you can add a customer's card information then just select it when you're
processing a payment.
Step 3. Track credit or debit card transactions. Using your online Merchant Service account, you can track all
transactions you completed using your customer's credit and debit cards. Choose Customers > Credit Card Services
> Merchant Account Services to access your account. You can also download card transactions you've completed
outside of QuickBooks using Go Payments or the Merchant Services Portal. Choose Customers >Credit Card Services
> Merchant Ac