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MatthewMay
January 21, 2020
Question

What is the best terminal/hardware to take Credit Cards in office with Quickbooks Online?

  • January 21, 2020
  • 3 replies
  • 0 views

Hello all, 

 

I'm looking to make our workflow for accepting Credit Card payments as easy as possible, and one thing that I require is a credit card P.O.S./Terminal to help me take payments in the office. I love the feature to take payments online when i send out an invoice, but I have customers that prefer to come into our office and stick their card in a machine. 

 

Is there a terminal out there that integrates/syncs properly with Quickbooks Online (I'm in Canada) that can read the card information and put it into Quickbooks for us? I'd prefer a QB/1st party piece of hardware, but if that's not doable I'm open to other options. I just don't want the extra step of taking a payment on another software/gateway and then manually entering it into QuickBooks when they pay in the office. Thanks everybody!

3 replies

AddieC
AddieC
January 21, 2020

Hi there, 

 

Accepting credit cards is an integral part of any small business. With fewer people carrying cash, it's essential to have the option to accept credit cards. I can see why your customers would prefer to use a card machine as opposed to processing their payment online. I'll explain the options below. 


QuickBooks Online Payments is the only Intuit product that allows you to process credit card transactions. At this time, this is solely used to process payments online, and there's no physical hardware add-on for swipe/tab. I recommend looking into the third-party apps that are compatible with QBO. You can see a list of options here: QuickBooks Apps. 

 

I'm sure some other QuickBooks Online users will chime in with some advice or guidance as to what's worked well for them in the past. I'm confident you'll make the best choice for you and your business. 

 

Have a great day. 

    N
    Normand
    April 5, 2021

    Did you find a solution?

    J
    JamesM4
    April 5, 2021

    Hi Normand. Thanks for chiming in on this thread. I'll be happy to assist you from here so you can get the resolution you're seeking. To get started, could you share more info on what you'd like to accomplish using the program? I'll be a message away. 

    N
    Normand
    April 5, 2021

    We are using QB Online and Payments for our internet transactions.  We are also using a standard card reader (Global/Desjardins) and I was hoping to try the QB31 but I am being told this is US only.  Anything that could work with QB?  I don't see anything.

    C
    cbeckpei
    March 1, 2022

    Hi there - this is a "repeat" of the post below from 2020.  Is anyone in Canada using a credit card payment processing system that reads the card into QBO in a "point of sale" environment?  This would replace the Square terminal that we are using that is "independent" of QBO. 

     

    The problem is that you always need to match sales receipts to payments received through Square.  It makes it a two-step process, and consumes time.  Also, QBO Payments is missing out on the transaction fees and no payment data is stored in QBO - it's all in Square.

     

    In short, (or am I too late for that) :) - we want a hardware/software solution that allows us to swipe and/or tap payments into QBO without having to "key in" the credit card information.  Customers won't wait for that.

     

    Thanks for any tips you can offer.  Cam

     

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    March 2, 2022

    @cbeckpei 

    We can recommend a 3rd party merchant service to integrate with your QB Online/Desktop. They offer an affordable, lowest-cost "Chip and Pin" terminals, ship them to every corner of the country already programmed, "plug and play" ready. They also can let your retail store keep a reliable "backup" machine on hand for emergencies. They support with whatever retail Point-of-Sale system you're looking at. And if it's not, they can either add it to the long list of integrated partners of theirs or enable your store to de-couple the card-swipe from the Point-of-Sale. 

     

    Comparison MF and QB Canada.jpg

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