QuickBooks Payments

QuickBooks Payments is the preferred payment processor for Acctivate. Once integrated, you will be able process credit card and eCheck payments within Acctivate.

Overview

Your QuickBooks Payments merchant account can be integrated with Acctivate allowing you to authorize credit card funds for a sales order, then later capture the credit card charge. Or, you can bypass the authorization and charge the card at the time of invoice. Likewise, the Enter Payment window can be used to process credit card or eChecks.

QuickBooks Payments is the preferred payment process for Acctivate because it can also be integrated with your QuickBooks desktop file, allowing you to process credit cards or eChecks in either program.

Additionally, when you process credit card payments in Acctivate and then sync with QuickBooks, we sync the payment and its authorization and transaction ID's to QuickBooks. This makes reconciling and identifying payments a much easier process. QuickBooks can also auto reconcile payments for you.

QuickBooks Payments integrated with Acctivate offers the best experience when processing payments. If you do not currently have a merchant account, we'd be happy to help get you approved and setup with a QuickBooks Payments account. Click Here for more information.

Setup

In addition to the Acctivate setup below, you should integrate your QuickBooks Payments account with your QuickBooks desktop account for the best experience.

Configuration

  1. In Acctivate, go to File → Configuration Management → Services → Payment Processing.
  2. Click Connect to QuickBooks.
  3. Your browser will open, login with your QuickBooks Payments credentials.
  4. When asked for permission for connecting, click Connect.
  5. Once completed, you can return to Acctivate and close the Configuration Manager.

Payment Methods
In QuickBooks, you must setup all payments methods and define which ones will be used for processing credit cards and eChecks. After configuring the payment methods in QuickBooks, perform a sync to add them in Acctivate.

User Permissions
Each user you want to allow to process payments in Acctivate must have the Process Payments user permission set to Yes:

  1. Navigate to File → Configuration Manager → User → User Information.
  2. Select the user that you wish to grant or remove the ability to process payments.
  3. Expand the Order Processing folder for that user.
  4. Select Process Payments. This is a Yes or No drop-down list.
  5. If a change is necessary, click the Edit button, make the change and then Save.

Usage

Once QuickBooks Payments is setup, you'll be able to process payments using the Enter Payment window and the Create Invoice window. Refer to our Payments documentation for more information.

To access your QuickBooks Payments account from Acctivate, use the QuickBooks → Manage QuickBooks Payments menu option. Your web browser will open and you will be asked to login to your QuickBooks Payments account.