Setting up QuickBooks Payments
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
Sign in to the Merchant Service Center.
From the homepage, select Activities & Reports and then Deposits.
Select the date range in the Dates field.
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:
Go to the homepage.
Select the Activity & Reports tab and then All Statements.
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
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