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Julee0717
February 15, 2019
Question

card reader for quickbooks online on desktop

  • February 15, 2019
  • 2 replies
  • 0 views

I have a portable, bluetooth card reader and Quickbooks online. Is there any way to use the chip or swipe card reader directly from my PC? Currently I have to create the sale on the PC then open up the Go Payment app on my phone to take the payment. I realize I can create the sale on the app too but it's easier on the PC! If I can't use the portable reader, what are my options?

2 replies

BettyJaneB
BettyJaneB
February 15, 2019

You've come to the right place, @Julee0717. 

 

I can share some details about having a chip or swipe card reader that will be connected directly to your PC to take a payment.

 

Great news! QuickBooks Online now offers a USB card reader. You can now swipe a card on your computer.  To learn on how to order it, please check out this link: USB credit card reader with QuickBooks Online.

 

Once you already have it, you can swipe a credit card by following these steps:

  1. Click the Plus icon (+).
  2. Select the Receive Payment.
  3. Fill out the payment details on the Sales Receipt or Receive Payment screen.
  4. Select Enter credit card details.
  5. Select the Process payment when saving.
  6. Choose Swipe Card, and swipe the card through the reader as shown in the picture onscreen.
  7. Select Save.

To learn more about this process, please refer to this article: QuickBooks Payments card reader features and compatibility.

 

There you have it!

 

Feel free to reach back out to me if you need additional assistance with this concern. I'm always here to lend a hand. Wishing you and your business continued success. 

J
Julee0717Author
February 17, 2019

Thank you for the reply. Are there any plans to add a chip reader to this device? I thought that chip readers were safer than swiping?

Rose-A
Rose-A
February 17, 2019

I'd be happy to assist you today, Julee0717.

Let me provide you with some information about card readers in QuickBooks Online.

 

For QuickBooks Online we do have Swipe reader and Chip reader for receiving payments through our GoPayment.

 

Both readers are safe. We have implemented streamlined bank-level security in protecting your information, making sure that your information is yours alone. Rest assured we at Intuit place great value in safety and security.

 

You can more details about our chip reader here: Process payments in the GoPayment app.

 

Drop a line if you need assistance with QuickBooks in the future. To reach us, please follow these steps:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. At the bottom, click on Contact us.
  4. Type in your concern then hit Continue.

Don't hesitate to let me know if you have other concerns. I'll be around.

C
Claytons12
January 14, 2020

I already have quickbooks. If i already have it can i just get the card reader?

 

R
Rasa-LilaM
January 14, 2020

Thanks for joining this thread, @Claytons12.


To get the card reader, you’ll have to sign up for a QuickBooks Payments account and then place the order to get one. Let me show the steps to subscribe.

 

  1. Go to the Gear icon at the top and choose Account and Settings under Your Company.
  2. Tap the Payments menu in the Account and Settings section.
  3. This will open another window where you can select the Learn more option (QuickBooks Payments).
  4. Then, follow the onscreen instructions to complete the process.

Once done, click this link to order the device: Mobile payments.

 

For an overview on how to receive payments towards an invoice or sales receipts, check out the following article: How do I?

 

If you have any clarifications or other concerns, post a comment below. I’m here to answer them for you. Have a great rest of the day.

 

T
The Next Wave
December 17, 2020

I bought a usb reader from you- it's swipe only, no dip.
That's not what I wanted or what is best practices- I'm out $69 for a piece of obsolete tech.
It was also a pain to order.
I have no receipt email- I have no invoice number-
I don't want my employees to have to use their phones to accept a card- and I want to dip- not swipe.
What is the problem here? Dips are less risky for chargebacks and not easily spoofed.
Please- fix this- or tell me how to return this until you get modern technology- $69 for a USB reader is robbery.

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