Setting up QuickBooks Payments as your payment provider

Learn more about QuickBooks Payments, including understanding supported features, setting up QuickBooks Payments in Checkfront, processing payments Customer-side, processing payments Staff-side, refunding and rebilling, and enabling sandbox mode.

Which plans include this feature?

Legacy: Soho, Pro, Plus, Enterprise
New: Available with the Growth (Subscription) or Managed plans only.
This payment provider is unavailable to accounts on the Starter or Growth (Per Booking) plan.
→ Learn more about our new plans or how to change your plan.

Where can I find this feature using the top menu?

Manage > Ecommerce Setup > Payment

What more do I need to use this feature?

Admin permissions to manage Payment Providers.
A US QuickBooks Payments account and payments.

About QuickBooks Payments

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 on November 4, 2019.

Please disable the Quickbooks Merchant Services integration before enabling QuickBooks Payments. Instructions can be found here.

Supported Features

The following is a list of standard Payment Provider features. Those available with the QuickBooks Payments and Checkfront integration are marked as supported (✓).

Feature	Supported	More Info
Live Payments	✓	The ability to process payments in real time.
Rebilling	X	The ability to re-charge using previously provided payment information (tokens).
Refunds	✓	The ability to return a paid amount directly to the original payment method.
Integrated Checkout	✓	Customers remain on the Checkfront domain to input details. These details are sent to the provider to process the transaction without redirecting the Customer.
Redirect Checkout	X	Customers are redirected to the Payment Provider’s domain to input details and process the transaction.
Staff-side Payments	✓	Staff can take payment through the Booking Details page using new payment information.
Terminals	X	The Payment Provider allows you to use Checkfront to accept in-person payments with supported hardware.
Hold Payments	X	The provider holds the payment for a certain time without charging the card.
Test Mode	✓	The ability to process test payments using your Checkfront account and QuickBooks Payments before going live. Referred to as Sandbox Mode in Checkfront.
Multiple Currencies	X	The ability to offer payments in more than one currency. Checkfront does not support accounts with more than one currency. While QuickBooks Payments can handle multiple currencies, we can only send invoices to them in one currency.
PSD2 Compliant / 3DSecure	X	Payment Services Directive 2 (PSD2) compliant, including Strong Customer Authentication (SCA). Our QuickBooks Payments integration is not PSD2 compliant and does not utilize 3DSecure security. Learn more about PSD2 here!
Can be a secondary Provider?	X	The ability to configure a primary provider for online payments and a secondary provider for Staff-side payments through the Booking Details page. QuickBooks Payments can only be a primary provider.
Additional payment methods	X	The following additional payment methods are only supported through Checkfront Payments and Stripe. Alipay iDEAL Apple Pay, Google Pay, and browser-saved cards (Google Chrome, Microsoft Edge)
Buy Now, Pay Later powered by Uplift	X	Buy Now, Pay Later powered by Uplift is an additional payment method exclusively supported by Checkfront Payments.
Google reCAPTCHA	X	Google reCAPTCHA is an add-on which helps protect your business against fraudulent activity. See the Google reCAPTCHA article for the full list of supported payment providers.
Supported Countries	✓	QuickBooks Payments is available to Operators in the following business locations: United States
Minimum Transaction Payment Amount	✓	The minimum payment amount for QuickBooks Payments (0.01) applies to test and live transactions. Please check with QuickBooks Payments for more information.

Setting up in Checkfront

QuickBooks Tile

To connect to QuickBooks Payments as your Payment Provider, select E-Commerce from Manage in the top navigation menu.

Next, access the section of the page listing the Payment Providers available in the United States.

From there, click the QuickBooks Payments tile to open the Setup modal (as seen above).

Lastly, click on Connect to QuickBooks.

Important!

Please ensure you are signed out of your QuickBooks Payments account before connecting to QuickBooks Payments through the Checkfront integration.

You are automatically connected with that logged-in account if you connect while already signed in.

Signing in to QuickBooks

You are prompted to Sign In to your Intuit QuickBooks account. Fill in your credentials and click Sign In to continue with the connection.

Searching for your QuickBooks company

Search for QuickBooks Company

Then, search for and select the company you want to use with Checkfront.

Confirming your company

Click Next to Confirm Company

Finally, click Next to confirm your selection. From here, you are taken back to Checkfront with the QuickBooks Payment Provider enabled!

Heads up!

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 resume taking payments.

Processing payments customer-side

Customer-side Booking

Once enabled, QuickBooks Payments has seamlessly integrated with the Checkfront booking process. The QuickBooks logo appears below the Payment form as reassurance that the Payment Provider is enabled and handled by a trusted name in payment processing.

Best Practice

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.

Processing payments staff-side

Add Payment Staff-side

Payments can also be processed Staff-side (Booking > New Booking) once QuickBooks Payments is enabled. Simply choose to Add Payment by Credit Card.

Refunding and Rebilling

Refunds do not require the re-entry of credit card details as the process accesses the payment token.

QuickBooks Payments does not allow access to the original payment token for re-billing, so you need to get credit card details from the Guest for additional Staff-side payments or have them pay online.

Migrated from QuickBooks Merchants Services?

To issue a refund from a booking paid in QuickBooks Merchant Services, you must issue a refund through QuickBooks Payments and then add a POS refund through Checkfront.

Enable Sandbox (Test) Mode

It is highly recommended that you perform an end-to-end test of your payment system before taking 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 ensure the collected payments flow through to your Payment Provider. You can also test some refunds in the same manner.

Test credit card credentials can be found here.

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