In QuickBooks, you must setup all payments methods and define which ones will be used for processing credit cards and eChecks. Once completed, you can return to Acctivate and close the Configuration Manager.When asked for permission for connecting, click Connect.Your browser will open, login with your QuickBooks Payments credentials.In Acctivate, go to File → Configuration Management → Services → Payment Processing.In addition to the Acctivate setup below, you should integrate your QuickBooks Payments account with your QuickBooks desktop account for the best experience. If you do not currently have a merchant account, we'd be happy to help get you approved and setup with a QuickBooks Payments account. QuickBooks Payments integrated with Acctivate offers the best experience when processing payments. QuickBooks can also auto reconcile payments for you. This makes reconciling and identifying payments a much easier process. QuickBooks Payments is the preferred payment process for Acctivate because it can also be integrated with your QuickBooks desktop file, allowing you to process credit cards or eChecks in either program.Īdditionally, when you process credit card payments in Acctivate and then sync with QuickBooks, we sync the payment and its authorization and transaction ID's to QuickBooks. Likewise, the Enter Payment window can be used to process credit card or eChecks. Or, you can bypass the authorization and charge the card at the time of invoice. Your QuickBooks Payments merchant account can be integrated with Acctivate allowing you to authorize credit card funds for a sales order, then later capture the credit card charge. Once integrated, you will be able process credit card and eCheck payments within Acctivate. QuickBooks Payments is the preferred payment processor for Acctivate.
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