Quickbooks Desktop Integration
Hi Joel or Cody
I use PayPal for online transactions and use my Square Reader for Credit Card/Debit Card transactions.
Normally I would email a request for payment to my customers from a lead in IO, the payment would record in IO and intergrate to QuickBooks.(desktop).
But approximately on August 5th I was going to be processing Credit Card & Debit cards payments with my Square Reader for a one time Special Event, and somehow I guess I must have changed settings or done something wrong.
IO is set to accept payments using Square instead of PayPal. The problem is that although IO still intergrates the lead in quickbooks it does Not intergrate the payment, I even look for it in Undeposited Funds in QB and it doesn't apprear there either.
I will say this the customer has not signed the contract but paid the balance in full. Will it not integrate the payment until the contract is Signed? Lead ID: 2655607
Since I am most familiar with PayPal, I would like to know if you can fix it back to the way it was originally set up to link with Paypal instead of Square.
Thanks in advance,
Mary B.
The same question
Square is one of the payment services that we integrate with, but if you take a payment just with the stand alone square app (the card swiper), IO has no way of knowing what lead to apply that to. We only use it to process payments when the customer types in their credit card from the contract page.
You can deactivate square in Settings->Payment Options, but it's just another way for customers to make their deposit payments, and it doesn't take them off the contract page like PayPal does.
We are going to be releasing a new payment option soon, OpenEdge, that will have a mobile card reader that can record the payment into IO. It's also going to have great rates, no monthly fees, Electronic Check deposits, and the ability to re-charge a card if the customer has already used it once as a payment method.
Square is one of the payment services that we integrate with, but if you take a payment just with the stand alone square app (the card swiper), IO has no way of knowing what lead to apply that to. We only use it to process payments when the customer types in their credit card from the contract page.
You can deactivate square in Settings->Payment Options, but it's just another way for customers to make their deposit payments, and it doesn't take them off the contract page like PayPal does.
We are going to be releasing a new payment option soon, OpenEdge, that will have a mobile card reader that can record the payment into IO. It's also going to have great rates, no monthly fees, Electronic Check deposits, and the ability to re-charge a card if the customer has already used it once as a payment method.
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