QuickBooks Features

To help you enhance your transaction management capabilities, we are pleased to introduce new QuickBooks reporting and download features.

QuickBooks is an Intuit® financial management system for small- and medium-sized businesses. The new QuickBooks capabilities allow you to track your payment gateway transactions along with your QuickBooks accounts, simplifying your business’s financial management.

The following features for use with QuickBooks are now available in the Merchant Interface:

• Enhanced Transaction Management – Use QuickBooks recommended defaults to “map” charge and refund transactions to your QuickBooks transaction types and accounts. You may also customize accounts mapping to match your unique QuickBooks configuration.
• Configure Download Settings – Use Merchant Interface settings to establish transaction mapping defaults for customer name, product/service, sales tax, freight/shipping, and duty information.
• Itemized Order Information – Submit itemized order information, including item descriptions, quantities, prices, and sales tax status, using new and enhanced transaction submission fields.
• Easy Integration – Import successfully settled transaction download reports from the Merchant Interface into QuickBooks. Download QuickBooks reports for settled transactions as far back as the past two (2) years!
• Transaction Details – View itemized order information on the Transaction Detail page in the Merchant Interface and on Transaction Detail print receipts.

The new QuickBooks functionality is a standard feature of your payment gateway account and is available to you at no additional cost.