If you are using QuickBooks Point of Sale (POS) Desktop, you need to understand how to process and take payments as well. There are a ton of things that you have to look at and be careful about, such as tracking inventory, processing the transactions made by customers as quickly as possible, and more. Today, we will show you how you can process and take payments in QuickBooks POS — keep reading to find out.

Here’s How You Can Process and Take Payments in POS

There are two steps that you will need to follow while trying to process and take payments in POS. Mentioned below are those two steps:

Step 1 - Connect QuickBooks POS With QuickBooks Payments

Before we go ahead with step 1, you should know that connecting your QuickBooks Payments account is not mandatory if you want to use QuickBooks Point of Sale. The only thing is, if you are able to connect your payment account with the QuickBooks Point of Sale system, then you will be able to access a few more payments and credit card options, nothing else.

So let’s get started with the first step.

The first thing that you have to do is go to the Point of Sale system and open the ‘File’ menu and select ‘Setup Interview’. Once you have done that, you have to go and select the ‘Payments’ tab.

Then you will be asked ‘Would you like to accept credit and debit cards?’, just select the ‘yes’ button here. After that, click on the ‘sign in’ button and enter all the necessary details for doing so. Once signed in, choose the ‘Accept Debit/ATM card payments’, and then you can also select an option for allowing the customer to pay a tip. Then check the other settings options and when you are all through, click on the ‘Done’ button.

A thing to note here is that you can add and use multiple different tools in your point of sale system for helping you take payments. A lot of these tools can be found online. Another important thing to note is if you are adding a PIN pad for processing all the debit card payments, then you need to set up and install it before you start taking payments.

Step 2 - Process Customer Payments

After completing step 1, you are ready to start accepting and processing customer payments.

In step 2, the first thing that you have to do is click on ‘Make a Sale’ on the QuickBooks Point of Sale home. Now, you can either scan different items or add them manually by entering the item information. Once you have entered every item on the list, the software will total it up and enter the due amount in the ‘Change’ field. You will have the luxury of changing or adjusting the amount if you want to.

After this, all you have to do is select a payment method. You can select the ‘Credit’ button in case the payment is made through a credit card. It is important to note here that if you haven’t installed the PIN pad, you won’t be able to use the ‘Debit’ button.

If you have selected either Debit or Credit button, you will have to decide how you want the payment to be processed.

Firstly select the ‘swipe’ button and then swipe the card when prompted. You can also enter the credit card details manually on the system by selecting ‘Manual’ on the screen. If it is a debit card number you want to add to the system, then you will have to select PIN pad and enter the information manually. There is also the facility of allowing customers to pay via phone by selecting ‘Voice’ on the screen.

Once you are done, select the ‘Authorise Now’ option and further click on the ‘Save’ button to save the receipt that’s generated.

These are all the steps you can follow for processing and taking payments in the QuickBooks Point of Sale.

Learn more about QuickBooks POS:

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