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If you are also new to QuickBooks and using this accounting software to manage your business then it is the best accounting software that you will ever use, we are here today to discuss how to take and process customer payments in QuickBooks Point of Sale with the help of QuickBooks Point of sale support expert.

There are many more ways which your customers have to pay with the help of QuickBooks Desktop Point of Sale.

Users can accept standard payment types such as cash, credit card, debit card, check, or gift card.
They can also take contact less payments, including NFC and tap-to-pay options like Apple Pay, Google Pay, and Samsung Pay.
They can also process payments on the go with your mobile device using the Go Payment app.

You will find that all your sales and payment data will flow directly to your QuickBooks Desktop machine, so that it helps to save time.

Step 1: You can setup your POS hardware.

  1. In case, if users are not using QuickBooks point of sale for their business then they have to make sure to set up their QuickBooks Point of Sale hardware.
  2. User need to make sure that their QuickBooks Point of Sale is up to date. This will help to keep the program running smooth.

Step 2: Log in to an existing Payments account.

In case, if users are not using QuickBooks point of sale for their business then they need to sign up for QuickBooks Payments or, if they already have a Payments account, we will suggest them to be sure to link your existing account to QuickBooks Point of Sale.

Step 3: It is required to take your customer’s order.

Once your Payments account is set up, follow these steps to create an order.

  1. In your Point of Sale home screen, select Make a Sale.
  2. Select how you want to add an order. You can scan the item or manually enter the products or services.
    Note: You can manually adjust the amount due in the Charge field if you need to.

Step 4: You can process your customer’s payment.

Now, if the user is ready to process and take payments, then it will be required to follow some steps:

First, if your customer’s order is complete.

Next, you will ask them how they wish to pay, and then select their payment option.
In order to get error free transactions, you have to be sure to select your customer’s  payment option only once.· Cash

· Credit card

· Debit card

·Gift card

· Check

· Charge on account

· Go Payment

Step 5: User can learn about deposit times for customer payments.

Once the payment done, QuickBooks puts the money in your bank account. This payment will use automatically by the bank account you linked when you signed up for QuickBooks Payments.

Now, it depends on your product and payments plan like how much time it will take to get the money into your bank account. If you want to learn more about deposit times for QuickBooks Payments, then we will suggest you to get in touch with our QuickBooks Point of Sale Support Expert, who are 24/7 available to resolve your query or if you need more assistance then please visit our website: www.qbooks247.com.

Post Author: qbooks247

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