Accounting Talk Accounting Talk    FAQ   Search   Memberlist   Usergroups   Register   Profile   Log in to check your private messages   Log in  Can you save your customers' Credit card info in quickbooks          Accounting Talk Forum Index -> Quickbooks View previous topic :: View next topic   Author Message Phil B Guest Posted: Wed May 14, 2008 9:25 pm    Post subject: Can you save your customers' Credit card info in quickbooks Dear friends; I'm about to buy quickbooks because we want one solution for our small business. Here is what we need to happen: We run a small tutoring business. Clients sign up and typically stay with us for 2 to 4 months. We currently send out invoices every two weeks and often have to chase folks down to get paid. We'd like to just get their credit card info when the sign up and be able to run the payment through on their credit card as needed. IS THIS SOMETHING QUICKBOOKS CAN DO? Note that it is not a "recurring payment" that is always the same. My question is whether or not we can set up customer accounts that also include credit card info that we can use to charge the customer's accounts when necessary. Any assistance is appreciated. Also, if anyone has experience in this area, and could help us get set up quickly, we might be interested in hiring you. Thanks Phil Back to top   Ads Advertising Sponsor Phil B Guest Posted: Thu May 15, 2008 12:23 am    Post subject: Re: Can you save your customers' Credit card info in quickbo On May 14, 8:13 pm, Peter Secor <pe...@scfrey.com> wrote: Quote: Phil B <pdbrad...@gmail.com> wrote: Dear friends; I'm about to buy quickbooks because we want one solution for our small business. Here is what we need to happen: We run a small tutoring business. Clients sign up and typically stay with us for 2 to 4 months. We currently send out invoices every two weeks and often have to chase folks down to get paid. We'd like to just get their credit card info when the sign up and be able to run the payment through on their credit card as needed. IS THIS SOMETHING QUICKBOOKS CAN DO? Note that it is not a "recurring payment" that is always the same. My question is whether or not we can set up customer accounts that also include credit card info that we can use to charge the customer's accounts when necessary. Any assistance is appreciated. Also, if anyone has experience in this area, and could help us get set up quickly, we might be interested in hiring you. Thanks Phil You can easily do this using QB's merchant services. Just to clarify-- you are saying we can store credit card info as part of a customers record and charge them using that whenever we need to? Are you certain? Back to top   Ads Advertising Sponsor Peter Secor Guest Posted: Thu May 15, 2008 5:13 am    Post subject: Re: Can you save your customers' Credit card info in quickbo Phil B <pdbradley@gmail.com> wrote: Quote: Dear friends; I'm about to buy quickbooks because we want one solution for our small business. Here is what we need to happen: We run a small tutoring business. Clients sign up and typically stay with us for 2 to 4 months. We currently send out invoices every two weeks and often have to chase folks down to get paid. We'd like to just get their credit card info when the sign up and be able to run the payment through on their credit card as needed. IS THIS SOMETHING QUICKBOOKS CAN DO? Note that it is not a "recurring payment" that is always the same. My question is whether or not we can set up customer accounts that also include credit card info that we can use to charge the customer's accounts when necessary. Any assistance is appreciated. Also, if anyone has experience in this area, and could help us get set up quickly, we might be interested in hiring you. Thanks Phil You can easily do this using QB's merchant services. Back to top   Ads Advertising Sponsor Golden California Girls Guest Posted: Thu May 15, 2008 5:44 am    Post subject: Re: Can you save your customers' Credit card info in quickbo Phil B wrote: Quote: On May 14, 8:13 pm, Peter Secor <pe...@scfrey.com> wrote: Phil B <pdbrad...@gmail.com> wrote: Dear friends; I'm about to buy quickbooks because we want one solution for our small business. Here is what we need to happen: We run a small tutoring business. Clients sign up and typically stay with us for 2 to 4 months. We currently send out invoices every two weeks and often have to chase folks down to get paid. We'd like to just get their credit card info when the sign up and be able to run the payment through on their credit card as needed. IS THIS SOMETHING QUICKBOOKS CAN DO? Note that it is not a "recurring payment" that is always the same. My question is whether or not we can set up customer accounts that also include credit card info that we can use to charge the customer's accounts when necessary. Any assistance is appreciated. Also, if anyone has experience in this area, and could help us get set up quickly, we might be interested in hiring you. Thanks Phil You can easily do this using QB's merchant services. Just to clarify-- you are saying we can store credit card info as part of a customers record and charge them using that whenever we need to? Are you certain? He is saying yes. As per the CC master agreement you can't and it won't store the CCV code, but it will store card number and exp. Back to top   Ads Advertising Sponsor Peter Secor Guest Posted: Thu May 15, 2008 6:09 am    Post subject: Re: Can you save your customers' Credit card info in quickbo Golden California Girls <gldncagrls@aol.com.mil> wrote: Quote: Just to clarify-- you are saying we can store credit card info as part of a customers record and charge them using that whenever we need to? Are you certain? He is saying yes. As per the CC master agreement you can't and it won't store the CCV code, but it will store card number and exp. You probably should have your customers sign something that says you can store their number, but QB will store it. Using Merchant Services is very easy, once you set it up with them. I'm not sure how competitive their rates are, so you may want to check that carefully. Back to top   Ads Advertising Sponsor QBConsultant Guest Posted: Thu May 15, 2008 1:21 pm    Post subject: Re: Can you save your customers' Credit card info in quickbo On May 14, 8:09 pm, Peter Secor <pe...@scfrey.com> wrote: Quote: Golden California Girls <gldncag...@aol.com.mil> wrote: Just to clarify-- you are saying we can store credit card info as part of a customers record and charge them using that whenever we need to? Are you certain? He is saying yes.  As per the CC master agreement you can't and it won't store the CCV code, but it will store card number and exp. You probably should have your customers sign something that says you can store their number, but QB will store it.  Using Merchant Services is very easy, once you set it up with them.  I'm not sure how competitive their rates are, so you may want to check that carefully. The rates are competitive with other merchant services. Michelle L. Long, CPA, MBA Author of: Successful QuickBooks Consulting: The Complete Guide to Starting and Growing a QuickBooks Consulting Business http://www.SuccessfulQuickBooksConsulting.com http://www.amazon.com/Successful-QuickBooks-Consulting-Comprehensive-Starting/dp/1434810690 Back to top   Ads Advertising Sponsor EXT Guest Posted: Sat May 17, 2008 1:46 am    Post subject: Re: Can you save your customers' Credit card info in quickbo I think you should re-think your business model. As a customer, I do not feel comfortable in supplying a credit card number, if you say you are going to invoice me for payment. And I would not like you to just bill my credit card if you feel payment is late -- what if I had already mailed a check? If you get customers to agree to weekly or bi-weekly credit card billing only, that is a different matter, and you probably should work on this basis, or change to paying in advance so that you do not have problems with people delaying payment. Or a combination of both, but not billing a customer and then charging a credit card when you decide to take payment. You may have a number of client disputes with the credit card company who will withhold the questioned payment. "Peter Secor" <peter@scfrey.com> wrote in message news:v43n24lupj0rg6ih9oc80pp9gomqsvcl01@4ax.com... Quote: Golden California Girls <gldncagrls@aol.com.mil> wrote: Just to clarify-- you are saying we can store credit card info as part of a customers record and charge them using that whenever we need to? Are you certain? He is saying yes. As per the CC master agreement you can't and it won't store the CCV code, but it will store card number and exp. You probably should have your customers sign something that says you can store their number, but QB will store it. Using Merchant Services is very easy, once you set it up with them. I'm not sure how competitive their rates are, so you may want to check that carefully. Back to top   Ads Advertising Sponsor TObject Guest Posted: Sat May 17, 2008 8:18 am    Post subject: No CCV code transactions BTW, does QB Merchant Services support CC transactions without CCV code? Back to top   Ads Advertising Sponsor Peter Secor Guest Posted: Sat May 17, 2008 11:05 am    Post subject: Re: No CCV code transactions "TObject" <noemail@nospam.invalid> wrote: Quote: BTW, does QB Merchant Services support CC transactions without CCV code? Yes. Back to top   Ads Advertising Sponsor Laura Guest Posted: Sat May 17, 2008 5:38 pm    Post subject: Re: No CCV code transactions "TObject" <noemail@nospam.invalid> wrote in message news:482e4e68$0$7696$4c368faf@roadrunner.com... Quote: BTW, does QB Merchant Services support CC transactions without CCV code? Yes. The CCV code is optional. BUT...it will check that the address & zip code you entered matches the information associated with that credit card. If you have one of those pieces incorrect then the charge won't go through. Back to top   Ads Advertising Sponsor Golden California Girls Guest Posted: Sat May 17, 2008 8:41 pm    Post subject: Re: No CCV code transactions Laura wrote: Quote: "TObject" <noemail@nospam.invalid> wrote in message news:482e4e68$0$7696$4c368faf@roadrunner.com... BTW, does QB Merchant Services support CC transactions without CCV code? Yes. The CCV code is optional. BUT...it will check that the address & zip code you entered matches the information associated with that credit card. If you have one of those pieces incorrect then the charge won't go through. Wrong, charge will go through, but it might take longer to settle and you will pay a higher rate. Back to top   Ads Advertising Sponsor Laura Guest Posted: Sun May 18, 2008 7:24 am    Post subject: Re: No CCV code transactions "Golden California Girls" <gldncagrls@aol.com.mil> wrote in message news:t0DXj.1270$dh.275@trnddc05... Quote: Laura wrote: "TObject" <noemail@nospam.invalid> wrote in message news:482e4e68$0$7696$4c368faf@roadrunner.com... BTW, does QB Merchant Services support CC transactions without CCV code? Yes. The CCV code is optional. BUT...it will check that the address & zip code you entered matches the information associated with that credit card. If you have one of those pieces incorrect then the charge won't go through. Wrong, charge will go through, but it might take longer to settle and you will pay a higher rate. That is interesting. I had a cc charge get denied because the zip code was wrong. No option to allow it to process with the incorrect information. Back to top   Ads Advertising Sponsor Ron Anderson Guest Posted: Sun May 18, 2008 6:46 pm    Post subject: Re: No CCV code transactions "Laura" <invalid@sample.invalid> wrote in message news:grMXj.220231$D_3.17377@bgtnsc05-news.ops.worldnet.att.net... Quote: "Golden California Girls" <gldncagrls@aol.com.mil> wrote in message news:t0DXj.1270$dh.275@trnddc05... Laura wrote: "TObject" <noemail@nospam.invalid> wrote in message news:482e4e68$0$7696$4c368faf@roadrunner.com... BTW, does QB Merchant Services support CC transactions without CCV code? Yes. The CCV code is optional. BUT...it will check that the address & zip code you entered matches the information associated with that credit card. If you have one of those pieces incorrect then the charge won't go through. Wrong, charge will go through, but it might take longer to settle and you will pay a higher rate. That is interesting. I had a cc charge get denied because the zip code was wrong. No option to allow it to process with the incorrect information. I have address and zip code conflicts all the time and never a delay or declined card because of it. -- Ron Anderson A1 Sewing Machine 18 Dingman Rd Sand Lake, NY 12153 http://www.a1sewingmachine.com Back to top   Ads Advertising Sponsor Display posts from previous: All Posts1 Day7 Days2 Weeks1 Month3 Months6 Months1 Year Oldest FirstNewest First         Accounting Talk Forum Index -> Quickbooks All times are GMT Page 1 of 1   Jump to: Select a forum Accounting Talk----------------Accounting TalkPeachtreeQuickbooksQuicken  You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot vote in polls in this forum 68 Attacks blocked Powered by phpBB © 2001, 2005 phpBB Group