I'd like to welcome you back and answer your questions about using card reader and receiving payments, WhiteCar.
You can create on both platforms since the data will automatically sync between the web version and in the mobile app. This means that if you created the invoice on your desktop computer, it will also show up in the app once you open it or refresh the system.
You can refer to this article as a guide: See Your Latest Data in the QuickBooks Online App.
For partial payment, you may consider recording it as a deposit. Then, apply the deposit to the invoice once the full payment is received. Here's how:
- Open the GoPayment app.
- Tap the Plus (+) and select Customer payment.
- Select the customer or select Plus (+) to add their info.
- Choose Add charge amount and enter the amount.
- Tap the Charge $ button.
- Select the payment method: Card reader, Key in card, Cash, or Check.
If you select Card reader, follow the steps based on the card type:
- Credit cards with EMV chips: Put the card in the slot with the chip facing downward. The magnetic strip should face the customer. Then tap Charge.
- Credit cards you swipe: Slide the card across the slot on the back of the reader. The magnetic strip should face the customer. Then tap Charge.
- Apple Pay, Google Pay, and Samsung Pay: If you have the All-in-one Bluetooth Card Reader, you can process mobile payments. Ask customers to tap their device to the front of the reader. Then tap Charge.
- If you don't have a card reader, select Key in card and enter the info manually. Then tap Charge.
- When you're finished with the form, select Tender Done.
- After the transaction finishes, select Send to email or text the receipt.
Once you're ready to close the invoice, apply their credit to pay for the invoice.
With regards to your second follow-up question, It depends if the hardware accepts or supports EMV connection. While we can't specifically recommend a card reader, I would suggest reaching out to our support team for QuickBooks Payments for more information about this.
Please go to this article to get their contact details: Contact Payments or Point of Sale Support.
As usual, please don't hesitate to contact us if you require assistance when processing payments and working in QBO. Our forum is accessible and prepared to provide guidance and support whenever you need it.
