Sage Simply Accounting Credit Card Processing Frequently Asked Questions

What version of Sage Simply Accounting must I have in order to process credit cards within Sage Simply Accounting via the optional integration?
As of July 1, 2010, you must be running Sage Simply Accounting 2010 or later as older versions of Sage Simply Accounting do not comply with PCI DSS regulations. Learn more about PCI compliance.

Do I need an Internet connection to process credit cards?
Yes.

How do I process a credit card with the card present?
Swipe card using a credit card reader, such as a swipe terminal, mobile phone card reader. You may also plug-in the optional device (card reader) to your laptop and the transaction will process via the integrated option within Sage Simply Accounting while seamlessly reconciling receipts.

How do I process a credit card without the card present?
Enter customer's information, transaction amount, and credit card information and click "Authorize." Transactions will process while seamlessly reconciling receipts within Sage Simply Accounting via the integrated option. You can also authorize your customers' credit card payments in seconds via the Internet outside of Sage Simply Accounting.

Do I need to purchase any additional hardware?
It's up to you...our integrated card swipe option requires a device (card reader) to process transactions. To find out what card reader models are compatible, please call Sage Payment Solutions at 1-866-297-5441.

If I already have a swipe terminal, can I still use it if I switch to Sage Payment Solutions?
Yes.

Once I apply for an online Merchant Account, how long will it take for me to get set up?
You will receive your ID and password 7-10 working days after we approve your application.

Do I have to change bank accounts in order to use this service?
No. You can continue to use your existing bank account.

How are credit card payments deposited?
Funds collected from credit card payments are automatically deposited into your business bank account.