Automate Credit Card Processing

[cdavis723]

I’m interested in the process to automate and eliminating the need to re-key sales information from credit card processing into Peachtree. Currently, here is the steps we are performing :

• A customer logs into our website
• Chooses the merchandise they wish to purchase
• Credit card charges go through PayPal
• Paymentech Merchant services processes the data
• The funds are sent to our bank
• We print the information and re-enter into Peachtree

Using Peachtree Payment Solutions, how does this differ? Do we still use PayPal? Paymentech? How does the information from the purchaser i.e. name, address, purchases, GL account information get into Peachtree and in the correct place? Does the sale information go directly into the sales/invoicing area or to receipts?

I'm hope to find a Peachtree Consultant in NYC that can help as soon as possible.

[rick Prindivill]

To find a Peachtree Certified Consultant in your area, visit http://sagesoftwarecertifiedconsultants.com/CC-Peachtree

[cdavis723]

Rick,

I tried this and only one person comes up and she was not able to help us. Any other suggestion?

[SteelerFan]

"We print the information..."

I assume from that statement you are accessing an electronic version of the data. I would write a custom program to read the information from that source and create a csv file for import into Peachtree. So, you could solve your problem with a programmer, not necessarily a Peachtree specialist.

[Lisa_p]

Peachtree payment solutions is not going to help in this situation.

You probably need a programmer but may benefit from a Peachtree specialist to make sure the import file is in the correct format.

You need to get an extract of the sales and payment info into a .CSV spreadsheet that can be imported into Peachtree.

You don't necessarily need a local Peachtree person with today's technology.