I'm processing my orders in QuickBooks now and would certainly like to save some processing steps by using the QuickBooks Merchant service. Is anyone using this service? If so, please advise me on the pros/cons.
Thank you very much!
Full Version: Quickbooks Merchant Service
Chase and Wells Fargo no longer handle the QB Merchant Accounts. Intuit purchased a company 'Innovation Solutions' that is the processor now and the rates are not as good as they used to be; plus it is taking longer for the money to hit the bank account. Many merchants who were clients have contacted me about switching to a different processor.
They advertise 2-3 days for the money to hit the account and that is what I'm used to anyway. Are they actually taking longer than that?
Hello Everyone,
Good news! We are now compatible with Quick Books. It's fully intergraded and very easy to use.
Please call me if you would like to use Quick Books and we can get the ball started. You can reach me at 1-800-838-9699.
Julie
Good news! We are now compatible with Quick Books. It's fully intergraded and very easy to use.
Please call me if you would like to use Quick Books and we can get the ball started. You can reach me at 1-800-838-9699.
Julie
What exactly can/do you do with QB's?
I've heard of it, but haven't looked into it yet...
Thx,
Ben N
I've heard of it, but haven't looked into it yet...
Thx,
Ben N
| QUOTE |
| What exactly can/do you do with QB's? |
Keep track of all your business accounting, generate purchase orders, invoices, packing slips, order confirmations, track inventory, .... lots more. Click here to see Intuit's description of the version I'm using. I use MonsterBooks to download order and customer information to QuickBooks.
It can also interact with your bank account, depending on your bank. The service I'm asking about allows you to process credit card payments directly from QuickBooks.
I'm looking to shorten the number of steps required to process orders. Using authorize.net for anything other than authorizing payments as orders are accepted is just a pain, at this point.
Have a question about Quickbooks, Monsterbook-
We are primarily wholesalers to brick and mortar retail stores. The
store is our way to sell direct to the consumer and represents an additional income stream and also serves as a brochure for wholesale accounts and the press. We use Quickbooks for the entire business except we do not import each store transaction. Rather, every quarter we record a total for each item sold (i.e. we are not recording individual site sales invoices). The reason is, it would become so confusing to mix our wholesale customer invoices with the hundreds and hundreds of site invoices. Here is the question: is there a way to segment Quickbooks so that there is one series of invoices for wholesale, and another series for the sales (where the invoices in this segment match the site invoices?) that we would import with Monsterbooks. We don't want to mix the two together - it would be a total nightmare. Would be grateful for any thoughts!
Thanks!
We are primarily wholesalers to brick and mortar retail stores. The
store is our way to sell direct to the consumer and represents an additional income stream and also serves as a brochure for wholesale accounts and the press. We use Quickbooks for the entire business except we do not import each store transaction. Rather, every quarter we record a total for each item sold (i.e. we are not recording individual site sales invoices). The reason is, it would become so confusing to mix our wholesale customer invoices with the hundreds and hundreds of site invoices. Here is the question: is there a way to segment Quickbooks so that there is one series of invoices for wholesale, and another series for the sales (where the invoices in this segment match the site invoices?) that we would import with Monsterbooks. We don't want to mix the two together - it would be a total nightmare. Would be grateful for any thoughts!Thanks!
| QUOTE |
| is there a way to segment Quickbooks so that there is one series of invoices for wholesale, and another series for the sales (where the invoices in this segment match the site invoices?) that we would import with Monsterbooks. We don't want to mix the two together - it would be a total nightmare. |
First, we use QuickBooks classes to separate sales from three different divisions of our business. That might be similar to your need for separating retail and wholesale sales.
Second, when we download our data from
with MonsterBooks, we add a suffix to our invoice numbers to differentiate the area of business.
Thank you Julie.
I'll need to check it out!
Ben N
I'll need to check it out!
Ben N
Ben, it takes some getting used to and, like any feature-packed sofware application, it can be confusing at first! But, in the long run, it saves us lots of time. That's why I'm hoping to save even more time by using the integrated merchant services account, but ... I really want to hear about that from other users first.
I just got off the phone with the folks at QuickBooks Merchant Account Services.
Here's how I'm hoping the scenario will work ... use custom payment options to grab the customer credit card info ... use MonsterBooks to download orders, customer and credit card info into QuickBooks ... then authorize/capture the payments directly from QuickBooks ... later I can download information from my bank account directly to QuickBooks ... basically, use QuickBooks as the central source of all info.
Gosh, I really wish there was someone who reads these boards who has done all this to let me know the ins and outs.
Do I have to be the guinea pig?
Here's how I'm hoping the scenario will work ... use custom payment options to grab the customer credit card info ... use MonsterBooks to download orders, customer and credit card info into QuickBooks ... then authorize/capture the payments directly from QuickBooks ... later I can download information from my bank account directly to QuickBooks ... basically, use QuickBooks as the central source of all info.
Gosh, I really wish there was someone who reads these boards who has done all this to let me know the ins and outs.
Do I have to be the guinea pig?
| QUOTE (mcsmiths @ Oct 7 2004, 05:52 PM) |
| Here's how I'm hoping the scenario will work ... use custom payment options to grab the customer credit card info ... use MonsterBooks to download orders, customer and credit card info into QuickBooks ... then authorize/capture the payments directly from QuickBooks ... later I can download information from my bank account directly to QuickBooks ... basically, use QuickBooks as the central source of all info. |
This sounds like a great plan. Efficient and automated yet hands on enough to allow review to insure that things are happening as desired.
Good Luck, Joe
| QUOTE |
| This sounds like a great plan. Efficient and automated yet hands on enough to allow review to insure that things are happening as desired. |
Exactly.
| QUOTE |
| Good Luck, |
Thanks, I sure as heck need it!
| QUOTE (mcsmiths @ Oct 7 2004, 03:10 PM) |
| Ben, it takes some getting used to and, like any feature-packed sofware application, it can be confusing at first! But, in the long run, it saves us lots of time. That's why I'm hoping to save even more time by using the integrated merchant services account, but ... I really want to hear about that from other users first. |
I'll have to go over the program tomorrow, when I'm wide awake... LOL...
Thanks again,
Ben N
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.