Payments for QuickBooks Point of Sale provides a seamless and flexible way to process card payments. However, if you don't have a Payments account, you can still record credit card payments, refunds, and debit/ATM card payments in QuickBooks Desktop Point of Sale.

Step 1: Ensure QuickBooks Payments is not yet set up

  1. Choose File, then Setup Interview.
  2. Select the Payments tab.
  3. Select No.
    Note: After you select No, the preference will be saved for future transactions.
  4. Select Done.

Step 2: Make a sale

  1. Select Make a Sale from the navigation pane.
  2. Scan the item and enter your customer's name.
  3. Select Credit or Debit for the payment, then choose either Charge or Refund.
  4. Edit the amount if necessary and click the card type from the displayed list (list is displayed based on your preferences).
    Note: For Debit payments, add cash back if applicable.
  5. Select Save.
Important: Follow your third party merchant's instructions for authorization and batching processes using the terminal provided to you by your third party merchant.