QuickBooks for Mac 2014 User’s Guide 110
• How can I find a credit card transaction processed in QuickBooks? A credit card transaction is like any other
transaction in QuickBooks. You can find it Transaction Center or in the transactions list for a customer in
Customer Center. Just click on the title to open up the transaction.
• How can I get more details about my credit card transactions? Your online Merchant Service Center is the
place to go. Here's how you get there.
o On the toolbar on the Home Page, click the Merchant Service icon. (If you've customized your toolbar or
Home Page, you may not see this icon.)
o In Customer Center, edit a customer. On the Payment Info pane, double-click the transaction.
o Go to https://merchantcenter.ptcfe.intuit.com/qbmsmac.
You'll need your Merchant Service username and password. You created these when you first signed up for
your Merchant Service account.
Entering your customer's credit/debit card information
When you're processing a customer's credit or debit card, QuickBooks asks you for the card information. You can
either swipe the credit card with a USB card reader or enter the information manually.
Important: You should always swipe the credit card when you have it in hand, even if you already have the credit
card on file. Only transactions from a card swipe are eligible for a lower discount rate. Card-swiped rate requires the
card reader issued by Intuit Merchant Service for QuickBooks for Mac. To get the card-swipe rate, you cannot edit
any of the card information after the swipe.
To find out more, go to: http://pointofsale.intuit.com/barcode-inventory-software/
1 Enter the card number, expiration date, name on the card, optional CSC (Card Security Code) code,
and cardholder's zip code. (The CSC code is the three-digit number on the back of the card and is only
required for a credit card.) You can verify how the card information is entered by the message
"Keyed" or "Swiped" under the credit card symbol next to the number.
2 (Optional) If you're processing the card from the Enter Sales Receipt or Receive Payments window,
click Optional for additional security features.
3 Click Process.
4 On the Payment Approved window, you can print or email the sales receipt. You can also void the
payment. Double-clicking on the transaction ID takes you to your online Merchant Service account
where you can review more details of the transaction.
Voiding a credit card transaction
We all make mistakes. And if you make one with a credit card transaction, you can void it. When you void a
transaction, it's like it never happened.
To void a credit card transaction:
• When you're processing a customer's card, there's a Void Payment button at the bottom of the confirmation
window for the charge. Click it to void the transaction you just processed.
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