QuickBooks

QuickBooks

QuickBooks Integration
Pro – Premier – Enterprise – Online

Let’s take a look at how simple this is.


If you are processing a sale the only thing you have to do differently is “UN-CHECK” the box below that big red arrow in this screen grab.  The box is checked by default, just uncheck it.  Yep, that’s it.

Then this screen will appear instead of the Intuit/QuickBooks Payment Processing – this screen is indicating you are about to run it via your choice of compatible processors (Elavon/U.S. Bank), so you’ll click the “Process” button.

And you then proceed to process the payment “INSIDE OF QUICKBOOKS” as follows.  Fill out the required fields, let’s face it folks…you’d have to do it anyway with Intuit and click Process and Close.

That’s it the payment is ran thru your processor/bank of choice (Elavon/U.S. Bank) and your QuickBooks is updated.


Ok, that was a sale, how about paying an invoice?  That’s even easier.  Seriously.  Let’s look at that…so you’ll select the customer from this screen, inside of QuickBooks and then select the invoices you will be collecting on and click “Process and Close”  Oh, yea, your done.  Coffee time?


Ok, I have a web site with a shopping cart and three men in the field with mobile terminals.  Great, let’s explore that right now.  That’s called a Sync.  So you’ll want to start a Sync like this.

Then you’ll select the dates you want to process, because you may not of done it since Friday, but your workers were out all weekend….and then that one customer that never pays you called you late Saturday night and you took the call and logged in to the Virtual Terminal and ran a card on your iPad….gotta go get those now…let’s type in the dates I want to grab.

And down comes all your transactions…..and here they are…all of them…OK…now I got to match things up…

Anything that can’t be matched the program will ask for your help.  Anything that can be matched you will asked to confirm.  Anything that is a duplicate won’t be duplicated – it’s smart enough to not do that to you.  Sigh.  Time to walk the dog.  Wait…pick up the kid from school….

And now that you’ve matched everything you are done.  Easy as that.  Yep done.

Welcome to 72 Charms LLC QuickBooks Integration Service exclusively available to Elavon / U.S. Bank customers.


So how do you get started?  Well, that’s easy, you call us at 702-267-8385 or e-mail us at info@72charms.com and we’ll review your specific needs, including which version of QuickBooks you are using, and if you are in need of electronic invoicing services or not.  Plus, we’ll review your need for mobile and gateway and shopping cart use.  Many of which can be done for free or a nominal charge in some rare cases.   We’ll make sure your comfortable with the options and direction we are taking.  Then we’ll discuss this with your payment solutions representative from your bank or merchant processor.  We will need a VAR or TEAR sheet from them to program the setup we’ve worked out with you.


So what’s it cost?

A Flat rate of $79.99 for setup (integration assistance included) and $25 a month plus $0.10 a transaction for all solutions, plus whatever costs your merchant provider will be charging you.


If you’d like to go thru the self-service options or if you are a Elavon/U.S. Bank Rep:
Please select the type of QuickBooks you have and click on your options.

  • Premier 2017 and newer
    • Authorize.net
    • NMI (Best Choice)
    • You’ll require one of two software pieces, both are supplied, here is the details:
      • QuickBooks Sync for Desktop Software (to be downloaded from your gateway admin console)
        This solution works if you need to auto sync daily and you leave the computer on, or if you do not require an auto sync at all, such as, you don’t sync with mobile or web sites activities.
      • Intuit Sync Manager for Desktop Software (built in to software editions – must be activated)
        This solution works if you require a auto sync daily and you DO NOT leave your computer on 24/7.  QuickBooks Sync is still required to be used in addition to this service.  Most people do not require this.
  • Pro 2017 and newer
    • Authorize.net
    • NMI (Best Choice)
    • You’ll require one of two software pieces, both are supplied, here is the details:
      • QuickBooks Sync for Desktop Software (to be downloaded from your gateway admin console)
        This solution works if you need to auto sync daily and you leave the computer on, or if you do not require an auto sync at all, such as, you don’t sync with mobile or web sites activities.
      • Intuit Sync Manager for Desktop Software (built in to software editions – must be activated)
        This solution works if you require a auto sync daily and you DO NOT leave your computer on 24/7.  QuickBooks Sync is still required to be used in addition to this service.  Most people do not require this.
  • Enterprise 2017 and newer
    • Authorize.net
    • NMI (Best Choice)
    • You’ll require one of two software pieces, both are supplied, here is the details:
      • QuickBooks Sync for Desktop Software (to be downloaded from your gateway admin console)
        This solution works if you need to auto sync daily and you leave the computer on, or if you do not require an auto sync at all, such as, you don’t sync with mobile or web sites activities.
      • Intuit Sync Manager for Desktop Software (built in to software editions – must be activated)
        This solution works if you require a auto sync daily and you DO NOT leave your computer on 24/7.  QuickBooks Sync is still required to be used in addition to this service.  Most people do not require this.
  • Online Any Edition (Intuit wants all customers here at some point – seriously – they make this option easy)
    • Authorize.net (Best Choice)
    • NMI
      • You’ll require a single piece of software to tie everything together
        QuickBooks Sync for cloud based (to be downloaded from your gateway admin console)
      • Nothing else.  It’s easy and just works.  This is the best answer.
  • Older Editions / Non-Compatible Versions / Manual Options / So-Called “Push-Pull Method”
    • Yes if you don’t have 2017 or new, there is an option.  This is it.  It’s known as, the Intuit Interchange Format (.IIF) files are CSV files that QuickBooks uses to import/export lists and to import transactions. The .IIF import and export utilities are on the QuickBooks File menu. Importing and exporting .IIF files created by QuickBooks is fairly easy because QuickBooks formats the file for you.  However, we only recommend those comfortable with CSV and more importantly ok with using the data inside of a program such as Microsoft Excel.  If you aren’t good with that.  You should upgrade your QuickBooks to newer addition to take advantage of QuickBooks Sync which is real smooth and takes all of this work out of the equation.
    • NMI (Best Choice) has a simple interface to work with IIF’s and does support it’s use.
    • Authorize.Net also works, their documentation site: click here.
  • POS Any Edition
    • No Options Available Today – Sorry – You can not sync anything with this product period.
    • Currently .iif is accepted by all versions of QuickBooks, including POS but is not officially supported on POS.  You may be able to use it with either NMI or Authorize.Net, as they do have IIF interfaces, please understand, there is no support from anyone. Not from us.  Not from the gateway.  Not from QuickBooks.  Not from your bank or processor.  Some companies on the Internet have claimed to successfully integrated to the POS product.  In our experience, if in when it’s true (rarely) it’s short lived and breaks upon the next update from Intuit.  We encourage you to NOT peruse any POS edition integrations at this time from any company.  The POS is designed as a closed-loop system for Intuit.

Pricing Recap:

A Flat rate of $79.99 for setup (integration assistance included) and $25 a month plus $0.10 a transaction for all solutions, plus whatever costs your merchant provider will be charging you.  You choose.  It’s all the same price!


Two great options, first is the best option for online that needs no eInvoicing.

Then if you do need eInvoicing or you have desktop software versions (it still works online) then this is your pick!

Once a client uses our solution, everything is directly inside of QuickBooks.  Just like you saw above in the captures!

Other Services

Electronic Invoicing

Send an “Invoice” via e-mail with an option of paying by clicking on a link in the “Invoice” and secured server page appears to facilitate pay

Site Compliance

Your approved merchant account on a “full balance hold”? Have you got that 30 day letter to fix or we close your account letter? We can fi

Authorize.Net

Standalone or Custom Install, use with alternatives such as FreshBooks or your shopping cart or your custom mobile application: $79.99 Setup Then $25

NMI

Standalone or Custom Install:  Electronic Invoicing is the big one here if you need that you have to get NMI.  Otherwise many older and internationa

Converge

Converge (MyVirtualMerchant) gateway from Elavon / U.S. Bank Buy from your local representative We can integrate to 30 Shopping Carts for you. Flat ra