PayorCRM Guide
  • Introduction
  • Connecting PayorCRM to your Accounting Software
    • QuickBooks Online
      • Data sync
      • Sync Processing fees
    • QuickBooks Desktop
      • Data sync
      • FAQ - QB Desktop Setup/Sync
    • Netsuite
      • Obtain Consumer Key and secret
      • Obtain Token key and secret
      • Add PDF generation Restlet code to Netsuite
      • Optional Steps
        • CC Processing fees sync
        • Obtain Netsuite subsidiary id
    • Other accounting software
  • Setting up payments
    • Setting up Stripe
    • Setting up Authorize.Net
    • Setting up QuickBooks Payments
    • ACH - Direct bank integration
    • Setting up Braintree card processing
    • Setting up Cybersource card processing
    • Other payment service providers
  • Setting up Invoice reminders
    • Quick step by step Tutorial
    • Sample Email reminder rules
    • Setup Email Templates
    • Using the default Invoice Reminder
    • Rule creator UI
    • Sending an invoice reminder manually
  • Setting up Automated statements
    • Quick step by step tutorial
    • Sample Statement rules
    • Enabling Default Statement Automation Rules
  • Setting up Auto/Recurring payments
  • Inviting customers to your Billing portal
    • Quick Video Tutorial
    • Inviting customers automatically
    • Inviting customers manually
      • Invite customer using self registration link
    • Multi customer account access
  • Manual Collections
    • Track Invoice opens/Email opens
    • Adding Collection Notes
    • Share files with your customer
      • Link Shared files to invoice
    • Allocating follow up tasks manually
  • API integration
  • How customers pay you
    • From within email using saved card/bank acct
    • Through Customer Portal
  • Branded Customer portal
  • Miscellaneous
    • Managing customer access
  • Advanced settings
    • Using your own Email Server
    • Credit Card surcharge and Late fees
    • IMAP settings
  • FAQ
    • Email Payment Link Errors
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  1. Setting up payments

Setting up QuickBooks Payments

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Last updated 7 months ago

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If you have a QuickBooks Payments account (QuickBooks Merchant Services account ) , You can straightaway start accepting payments through PayorCRM

Step 1 : To enable QuickBooks payments on PayorCRM go to the settings menu -> General settings

Step 2 : Click on the "Enable QuickBooks Payments" button

Step 3 : You will be then redirected to the QuickBooks authentication page as shown above.Click on the connect button to start accepting payments via QuickBooks Payments on PayorCRM

Viewing Payment Settlement Status

The QuickBooks Merchant Service Centre keeps a complete record of your payment activity. You can check the status of all your processed payments here. This includes payments processed in PayorCRM

  1. Sign in to the Merchant Service Center.

  2. From the homepage, select Activities & Reports and then Deposits.

  3. Select the date range in the Dates field.

  4. Select Search.

This lists all your daily deposits and the totals. To see the individual payments that are part of a deposit, select the arrow ▼ in the Fee column.

To see your monthly statement:

  1. Go to the homepage.

  2. Select the Activity & Reports tab and then All Statements.

  3. Find the month you want to see and select View.

Check for payment issues

Successful deposits have Funded in the Status column.

If there's an issue with a deposit, you'll see Withheld or Batch Deposit Returned in the Status column. Select the arrow ▼ in the Fee column to review details. You'll get an email from QuickBooks with steps to fix the issue.

You can visit Intuit merchant centre merchantcenter.intuit.com to view the settlement status of all transactions triggered through the application as well as refund any customers