Payment Providers: QuickBooks Payments

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Locate: Manage > E-Commerce > Payment > QuickBooks Payments
Prerequisites: 

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

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 be sure to disable the Quickbooks Merchant Services add-on prior to enabling QuickBooks Payments. Instructions can be found here.

To connect to QuickBooks Payments as your Payment Provider, select E-Commerce from Manage in the top navigation menu. Next, expand the section of the page listing the Payment Providers 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. 

Important! Please ensure that you are signed out of your QuickBooks Payments account before connecting to QuickBooks Payments through the Checkfront add-on. If you do connect while already signed in, you will be automatically connected with that logged in account.

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

Finally, click Next to confirm your selection. From here, you will be 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 to resume taking payments.

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 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.

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

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

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 Payment Provider. You can also test some refunds in the same manner.

Test credit card credentials can be found here.