Question

Go payment app and Quickbooks Desktop

Forum|Forum|4 years ago
September 24, 2021
2 replies
0 views

We use Quickbooks Desktop Enterprise on a Remote Desktop. We have been processing credit cards through the system, but would like to be able to use a card reader as well. From what I've read, we cannot use a card reader connected to the computer if we have a remote desktop situation. Please let me know if that is incorrect.

I thought that a solution may be to use the Go Payments app with a bluetooth card reader. However, I cannot find any support articles that indicate whether Go Payments is compatible with Quickbooks Desktop. Is it? And if so, what is the procedure to get those payments into Desktop? There is a Get Online Payments button that I've never used. Or do they just go into the Merchant Services area until I select them for deposit similar to when I send a payment link from the system? Advice would be appreciated. Thank you!

Go Get Geek

That's correct. You cannot connect a reader to your computer since your QuickBooks is hosted on a remote server (computer).

You would have to manually retrieve those payments using Get Online Payments. You can either add as a Receive Payment or Sales Receipt, selecting the Customer (or adding new) that is in QuickBooks. They don't automatically get batched in QuickBooks. Only payments that are processed within QuickBooks do.

C

CH79Author

Just so I'm clear, I could use the Go Payment app with a bluetooth card reader to process the credit card for a certain $ amount. At that time I wouldn't need to connect it to an invoice, since desktop info is not in the app. Would it work similar to the Send a Payment Link button? When I use that, the payment shows up in the Merchant Services area and waits to be manually downloaded, then manually applied to the correct invoice. Thank you.

DivinaMercy_N

Thanks for getting back here, @CH79. I'd be happy to share additional information about this.

The option to send a link through the app is unavailable. You can do it inside QuickBooks Desktop (QBDT). You can have the program record bank deposits for you automatically. Also, the transactions will appear in the Merchant Services Center, once you've started using the app. Here's how to do it:

Navigate to the Banking menu.
Select Record Merchant Service Deposits.
Click the Change your deposit settings option.
Then, turn on the Auto match & record button.
Select Save.

To get more details about this, check out this article: Automatically record QuickBooks Payments bank deposits in QuickBooks Desktop. This will also help you match payments in QuickBooks with your bank statements.

In the event that you need to change how QuickBooks reports bank deposits on your chart of accounts, you can follow the detailed steps in this link: Change the account QuickBooks deposits payments info.

I'm here to back you up again if you have more questions about processing payments in QBDT. Just leave a reply below and I'll get back to you as soon as I can. Have a good one.

J

Joe8888888

Hey CH79,

I know this is an old thread, but we're looking for the same info, did you ever implement this for taking remote payments with card present tied to quickbooks desktop and how did it go for you?

Thx, J

R

rinconvitovatj

Also looking for this answer!!!! Were you able to get any info?

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