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Locate: Manage > E-Commerce > Payment > QuickBooks Payments
- Administrative permissions to manage Payment Gateways
- US QuickBooks Payments account and payments
- QuickBooks Merchant Services add-on in Checkfront disabled
About QuickBooks PaymentsBack to top
QuickBooks Payments is a product offering from Intuit, that allows you to process payments and have that information automatically available within your QuickBooks Accounting software.
Checkfront, in turn, has integrated directly with QuickBooks Payments, so that your Checkfront payment and refund details flow automatically into your QuickBooks Online account for easy tracking and management.
This service replaces the legacy product QuickBooks Merchant Services and will be available November 4, 2019.
Please be sure to disable the Quickbooks Merchant Services add-on prior to enabling QuickBooks Payments. Instructions can be found here.
QuickBooks Payments FeaturesBack to top
QuickBooks Payments offers the following features and benefits.
- OAuth (Open Authorization) token-based authentication and authorization. Secure and convenient!
- Integrated with Checkfront Checkout. No redirect!
- Token-based refund processing. No need to re-enter card information for refunds!
Setup in CheckfrontBack to top
To connect to QuickBooks Payments as your Payment Gateway, select E-Commerce from Manage in the top navigation menu. Next, expand the section of the page listing the Payment Gateways available in the United States. From there click on the QuickBooks Payments tile to open the Setup modal (as seen above). From there, click on Connect to QuickBooks.
Please ensure that you are signed out of your QuickBooks Payments account before connecting to QuickBooks Payments through the Checkfront add-on.
- Sign In to QuickBooksBack to top
- Search for QuickBooks CompanyBack to top
Then, search for and select the company you would like to use with Checkfront.
- Confirm CompanyBack to top
Finally, click Next to confirm your selection. From here, you will be taken back to Checkfront with the QuickBooks Payment Gateway enabled!
If you do not use the QuickBooks Payments integration for 120 days, QuickBooks will expire your access.
In this case, you must disconnect and re-connect the app in Checkfront to re-authorize the connection and to resume taking payments.
Payment Processing: Customer-sideBack to top
Once enabled, QuickBooks Payments will be seamlessly integrated with the Checkfront booking process. The QuickBooks logo will appear below the Payment form as reassurance that the Payment Gateway is enabled and handled by a trusted name in payment processing.
QuickBooks Payments requires the Postal code or Country with Region.
Recommended best practice is to include all three fields in your Booking Form (Manage > Layout > Booking Form). Make sure these are Checkfront fields, not custom fields.
Payment Processing: Staff-sideBack to top
Payments can also be processed Staff-side (Booking > New Booking) once QuickBooks Payments is enabled. Simply choose to Add Payment by Credit Card.
Refunds and RebillingBack to top
Refunds do not require the re-entry of credit card details as it accesses the payment token.
QuickBooks Payments does not allow access to the original payment token for re-billing, so you will need to get credit card details from the Guest for additional Staff-side payments or have them pay online.
Migrated from QuickBooks Merchants Services?
Enable Sandbox (Test) ModeBack to top
It is highly recommended you perform an end-to-end test of your payment system before taking any real, live payments. To do this, click on this link text within the Use this link for Sandbox Mode message within the Add-on Setup modal.
When in Sandbox Mode, create a few dummy bookings and checkout with dummy credentials to make sure the payments collected are flowing through to your gateway. You can also test some refunds in the same manner.
Test credit card credentials can be found here.