Tracking GoPayment and other credit card transactions in QuickBooks

You don't have to process your customer's credit and debit cards in QuickBooks to track those transactions with QuickBooks. You can process a customer's card using Intuit GoPayments or your Merchant Services Portal and then download those records into QuickBooks and create transactions for QuickBooks to track.

To download card transactions made outside of QuickBooks:

  1. Choose Customer > Credit Card Activities > Downloaded Transactions.
  2. At the top of the Intuit Payment Solutions Downloaded Transactions window, set the date range for the card transactions you want to download.
  3. Click Download in the top left corner.

    Note: QuickBooks will not download transactions processed in the Merchant Service Portal.

  4. Now you need to create a transaction in QuickBooks to associate the charge to. On the Intuit Payment Solutions Downloaded Transactions window, select the card payment you want to create a transaction for.
  5. The customer has already paid me. Why do I need to create sales receipt or an invoice?

  6. Click Create Sales Receipt or Create Invoice.
  7. On the Enter Sales Receipt or Create Invoice window, enter the information for the transaction.
  8. Click OK.
  9. (Invoice only) If you created an invoice, now click Receive Payment and enter the payment information. (As with Sales Receipts, “Intuit Payment Method” is always the payment method used for downloaded credit card transactions and can't be changed.)
  10. When you're done creating QuickBooks transactions for all the charges, close the window.

Things you should know:

Learn about processing credit and debit cards with QuickBooks