How
What is the MSC?
Merchant Service Center
What is a pay enable invoice?
This will allow their customer to pay them online via an electronic invoice using the Counterpart Portal (CP). The CP is the customer-facing online platform where a merchant’s customer can make payments on their open e-invoices.
Why should a merchant NOT opt out of using the undeposited funds account?
the Merchant Service Deposit screen will often produce errors about deposits already having been applied or partially applied.
What are the four versions of go payment?
Green Andriod
Green IOS
Blue Android
blue IOS
What are the four roles for payments?
Limited Admin, Full Admin, Full Access, No Access
What is the MSC used for?
The Merchant Service Center is a tool that can be used to help a customer who is looking for direction where to find their transaction history and fees.
In qbdt, can a company overpay an amount due on a pay enable invoice?
No
What does automatching do?
When you use QB Payments, QB can automatically match your invoice payments and sales receipts to the correct deposit. When you use QB Payments to process a payment from a customer, Qb records the payment. Then later, when QB’s deposits the payments at your bank, it automatically matches the payment with the deposit. That way, Qbs applies the payments to the appropriate deposit so you don’t enter the same transaction more than once.
Both take payments on the spot, but the green version can also create an invoice, apply a payment to an invoice, and add/manage customers. The green version links to and automatically synchronizes with a QBO account.
What do the following roles, QBDT Full Admin, QBO Primary Admin, GoPayment Blue Version Admin have access to in Payments?
-can access any page in any products
-process, void and refund payments
-can access merchant service center
-can see all payments transactions
-profile mgmt (create, delete, assign roles and users)
-editing merchant account details
When it comes to processing transactions, does anything that is processed directly in the Merchant Service Center sync to QuickBooks?
No, it WILL NOT sync to QuickBooks and will require the merchant to re-enter the transaction manually into their QuickBooks.
Is multicurrency offered in payments?
No
Do we assist customers with moving a merchant account from QBO to QBDT?
No, this is due to how a merchant ID (MID) attaches to QuickBooks Online, and moving it to QuickBooks Desktop may not provide a good customer experience, often requiring the merchant to get a new merchant account.
When are payments batched and sent out?
3PM PST
What do the following roles, QBDT Limited Admin, QBO company admin, GoPayment blue version Manager have access to in Payments?
-can access any page in any products
-process, void and refund payments
-can access merchant service center
-can see all payments transactions
-create, delete, assign roles except for primary/full administrator
-can see account details
What if a merchant wants to refund a transaction, where should that be done?
they should be directed to refund through the product they used to make the original charge. Keep in mind that any transactions done in the product will show up in the Merchant Service Center, but if the transaction is processed within the Merchant Service Center it will not reflect within QuickBooks.
What is the undeposited funds account?
The Undeposited Funds account is the place where QuickBooks stores the payments received from a merchant's customers until the merchant deposits them into their business bank account.
Once the merchant has a deposit slip, they may combine these payments into a single record so QuickBooks matches their bank records.
What should we recommend a customer do if they are moving from qbo to qbdt and want to move their payments account?
We recommend them to apply for a new merchant account from the desktop file.
Does Intuit/quickbooks supply merchant customers with card readers?
No, they have to purchase them.
What does a QBDT Full User have access to in Payments?
-can access any page in desktop
-process, void and refund payments
-can access merchant service center
-can see all payments trxns in gopayment
How does a merchant refund or void an ACH Payment?
Those can only be done in the Merchant Service Center.
Can qbdt and qb mac opt out of using the undeposited funds account?
Yes, but when customers opt out of using the Undeposited Funds account, they will have the option to select an account each time they create a sales receipt
What is gopayment?
GoPayment is an added feature that allows merchants to accept and record payments using their mobile device
Which card reader is available for purchase?
QB33 Node Quickbooks card reader
What does a QBDT limited user have access to in payments?
Process, void and refund payments only in QBDT