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Replying to:
Jovychris_A
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I'll make sure we sorted all your queries well, @RangerZ.

 

Let me start by addressing it in accord with your queries::

 

1 - Is Go Payments required to process a Sales Receipt for someone paying with a Credit Card? Yes, for record-keeping purposes and able to match the deposit transactions from Go Payments with QuickBooks transactions.

 

1A - If No in 1, please confirm that Card information can be manually entered into a QBO window. Yes

1B - If No in 1A, are there other Products that may be used? There is no other product that we can recommend to integrate with QuickBooks aside from Go Payments.

1C - If Yes in 1B, please list alternative products\tools. Visit apps.intuit.com or go to the Apps menu in QuickBooks.

 

2 - In Sales => Customers => Edit a customer, does adding a Merchant Account add any additional field (i.e., Checkboxes to accept CC or ACH) to any of the tabs (i.e., Billing and Payments). Yes

2a - If Yes in 2, exactly where and what is added. Please include a screen snip.

 

3 - If Yes in Question 2, will the configured setting be the only available payment methods in a Sales Receipt for the Customer. Yes

 

4 - If Yes in Question 2, will setting these parameters only permit the configured payment methods for an Invoice mailed to the Customer. Yes

4A - If the customer pays an Invoice online, do they have the option to Save their:

A - Credit card information: Yes

B - Back Draft information: Yes

 

Also, the references shared by my colleagues, especially to @JasroV's shared video articles, will guide you to learn more about processing online payments.

 

Feel free to place a comment if you have other questions. The Community is always here to help. Take care, and have a nice day ahead!

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