Accept QuickBooks Online transactions using the Helcim payment extension

The Helcim Payment Extension is a chrome-based extension tool that allows you to process payments directly inside your QuickBooks Online account without having to switch a thing. This is the ideal solution for businesses that take payments in person, over the phone, or at a front desk.

Is this the right connection for you?

• Use the Payment Extension if: You want to use a Helcim Card Reader, manually key-in credit card details, or use Fee Saver (Surcharging) to pass on processing costs.

• Use the QBO Direct Integration instead if: You want to email invoices to customers for them to pay online or use Auto-Collect.

Benefits of the payment extension

Using the extension allows you to manage payments without ever leaving the QuickBooks interface:

• Hardware integration: Connect your Helcim Card Reader or Smart Terminal to take "Tap, Chip, or PIN" payments at your desk.

• Lower in-person rates: Transactions processed via a Card Reader qualify for Helcim's lower "Card-Present" rates.

• Fee saver (Surcharging): The Extension supports Helcim Fee Saver, allowing you to pass on credit card processing fees to your customers.

• No tab switching: The extension automatically detects the invoice details on your screen, so you don't have to copy and paste amounts into a different window.

Installation and setup

First, follow these steps to get the Helcim Payment Extension up and running.

1. Install the extension: Download the Helcim Payment Extension from the Chrome Web Store. For easy access, click the Puzzle Piece icon in your browser and Pin the extension to your toolbar.

2. Generate your API token: Log in to your Helcim account, go to All Tools, and select Integrations. Under API Access, create a New API Access token with "Read & Write" permissions for General/Settings and "Admin" for Transactions.

3. Connect your account: Copy your new token and paste it into the API Token field within the extension window.

4. Sync your hardware: In your Payment Hardware settings, toggle Pairing Mode on. Enter the 4-digit device code shown on your Smart Terminal or Card Reader into the extension to sync.

For a deeper dive into these steps, you can view our full integration guide here.

How to process a payment

Using the extension is seamless. Once installed:

1. Open an Invoice or Sales Receipt in QuickBooks Online.

2. The Helcim Extension icon will appear on the side of your screen. Click it to open the payment window.

3. The extension will automatically pull the total amount and invoice number from the page.

4. Choose your payment method: Smart Terminal or Card Reader Gen 3 (for tap/dip) or Manual Entry (for phone orders).

5. Click Process. Helcim will handle the transaction and instantly update the invoice status in QuickBooks to "Paid."

Using In-person Fee Saver with the extension

The Payment Extension is the only QuickBooks connection that supports Helcim Fee Saver.

To use it, ensure Fee Saver is enabled in your Helcim Account Settings. When you open the extension to take a payment, you will see the option to apply the surcharge or convenience fee to the total before processing the transaction.

Next steps

• How to pair your Helcim Card Reader

• Understanding Fee Saver and Surcharging