How to Enable Customer Credit Card Protection QuickBooks

by James Antonio

QuickBooks is an amazing accounting software that has proven to be the most fruitful for small and medium business owners. Based on the cutting edge technology, QuickBooks provides more safe and secure methods of maintaining finance records in businesses. Now managing credit cards, outflow or inflow in the business. It records as well as manages accounting data with accuracy and zero error. Know How to enable customer credit card protection QuickBooks.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

This is what gives you an edge in the industry over competition. A well maintained record on your finger tip is what makes you pro. For this, you may not need technical knowledge either. All you need to do is to go through this knowledge base that has several tricks which will make you a tech pro.

Now, when it comes to finance, credit cards are always considered to be the best tool for finance. Everything has its pros and cons. Credit cards can give you ease of fund management but with cons, you may have to be concerned about its security, which is surprisingly very easy to crack for anyone. A secured card will give you a stress free process and better finance management. In order to make secure payment and fund management and avoid users from getting any fraud or scam, you may need to enable the feature of credit card protection of QuickBooks.

What is Credit Card Protection on QuickBooks?

In the QuickBooks program, you can always turn on a feature that is called Credit Card Protection. When you switch on this protection, as a part of the requirement, you need to create a much more complex password for you. Moreover, any other user should be asking permission to view the credit card data. You’ll also be required to change that password every 90 days.

Functionality of QuickBooks Credit Card Protection

Since we are talking about the Credit Card Protection feature, we can also count the functions it can take care of within the QuickBooks program. Few of them are listed below:

  • It ensures to encrypt the cardholder data stored in your company data
  • It uses a strong encryption process which is of industry standard.
  • It also automatically regenerates the keys used to encrypt card data once per year.
  • Finally it also facilitates you with a tool to manually generate new encryption keys. Whenever you suspect that there has been a security breach, then you can go ahead and generate new encryption keys.

Enable Customer Credit Card Protection QuickBooks

Please refer to these steps to enable the credit card protection in QuickBooks:

  • First of all, you need to open your QuickBooks account with proper login details. You need to enter your correct username and password to login successfully.
  • Then you need to update with your password protection requirement.
  • This step will enable the users with passwords.
  • After this, you need to edit complex and enter a strong password with a minimum of seven characters. (As per requirement, it should contain one upper case and one lower case alphabet necessarily.)
  • QuickBooks also suggests you to set or change your password within the time window of 90 days or less. This will ensure to maintain security.
  • Now from QuickBooks menu, then click on ‘customer’ option and enable credit card protection.
  • A dialog box opens on clicking with an option ‘Enable Protection‘.
  • From the dialog box, you need to edit your complex or more secure password with above suggested conditions. And maintain a confidential copy of the password with you.
  • User’s can also add other security options to make password and security stronger and safer.
  • Once completed, click ‘OK’ to set a new secure password for your password.

Advantages:

Few of the advantages are there to count for these Credit Card protection that are listed below:

  • It provides all the users a facility of safe and fast transactions without any chance of fraud.
  • It also gives you access to a printed record over each transaction made.
  • You can easily check with your account information at any time and save users time.

Any point, you need assistance, then you can simply reach out to us either by dialing toll free
number or you can also fill out the requisition web form. This will give us a little detail for the
query and we can find the best suited solution for you. Dancing Numbers understands the value of accuracy and unmatched quality. This is the reason our team of experts are well trained, have in-depth knowledge and still staying updated with the ongoing trends and newest available updates. Our motto to provide you nothing but the best is what drives us to make it top notch every time. Our work speaks for itself and our clients testimonials and success rate is the best proof of our work. Once you set your mind on your requirement, we will ensure to deliver the best output.

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


How do I Disable Credit Card Protection in QuickBooks?

For that, you need to login to QuickBooks company file and then follow these:

Login to your QuickBooks account.
Then you should go to the companies tab.
After this, you need to choose the credit card protection tab.
Now just select to deactivate credit card protection.

How do I Record Customer Credit Card Payments in QuickBooks Desktop?

This is the main way to record your credit card transactions in QuickBooks.

Select + New.
Under Money Out, you need to select Pay down credit card ( be it business view or account view.)
Select the credit card you made the payment to.
Enter the payment amount.
Enter the date of the payment.

Is QuickBooks Payments Secure Than Others?

If you ask comparatively, then yes, it does have a better chance of security against fraud. Millions of customers know that Intuit Products payments are way more secured. QuickBooks is based and designed on encryption technology. With this, it also ensures the customer data security.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Call Now +1-800-689-5491
Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.

X





    Top