15 Best Touchscreen POS Systems

touchscreen cash register

Touchscreens are everywhere, and the point-of-sale industry is no exception. Touchscreen POS systems are more intuitive and easy to learn than traditional legacy POS software, and many cloud-based systems employ the same kind of iPad and Android tablets that your employees already use every day at home. Whether you’re running a restaurant, a retail outlet, or another type of business, a modern touchscreen POS system helps keep your sales moving and your business data secure. Besides simple point-of-sale features, most of these cloud-based systems also have advanced reporting capabilities, business management features, and integrations with other popular business software.

Arguably, the only problem with touchscreen point of sale systems is that there are so many different products to choose from. Do you go with a proprietary-hardware solution like Clover, an Android POS system like Toast, an iPad POS like Revel, or an open-source POS like Vend? In my opinion, the most important consideration when choosing a touchscreen POS is not just iPad vs. Android. More important are your industry type, your specific business needs, and user reviews. To help you get started in your search, I’ve put together this list of my favorite highly rated touchscreen POS systems, sorted by industry. Most of these are iPad-based, though I included some Android and open-source options as well.

To make it easier to find the best touchscreen system for your business type, I’ve sorted the following 15 POS systems into restaurant, retail, and hybrid (systems that can be used for either restaurant or retail) categories. Be advised that the order in which I’m listing these excellent systems does not indicate their ranking.

Restaurant POS Systems

The following restaurant point of sale systems can be used by just about any type of food industry business, from drive-thrus to fine dining:

1. Breadcrumb

  • iPad POS for restaurants
  • Pricing starts $99/month/location
  • Must use with Upserve payments (interchange plus $0.15 fee)
  • Multi-location support
  • Online ordering

breadcrumb by upserve pos logo

Cloud-based Breadcrumb POS by Upserve (see our review) is a highly versatile restaurant POS, suitable for full-service restaurants, take-out, delivery, bars, and multi-location eateries. With Breadcrumb’s acquisition by Upserve in 2016 (Breadcrumb was previously owned by GroupOn), the company has expanded its restaurant management infrastructure, making this POS a complete business management system for just about any type of restaurant.

Breadcrumb is not the cheapest restaurant POS in town, but nor is it short on features. Some of the system’s strongest features include table management, employee management, customer management, and tableside ordering. Breadcrumb also recently teamed up with GrubHub to offer online ordering and delivery (at the $249/month/location “Pro” subscription level).

One thing Breadcrumb users really like about this system is that it is specifically designed with restaurant employees in mind. While we find Breadcrumb to be a very solid all-around POS/restaurant management system, a couple potential downsides are 1) you can’t use your own merchant account (you need to use Upserve Payments) and 2) there are occasional issues with outages. Learn more in our Breadcrumb by Upserve review.

2. Toast

  • Android POS for restaurants
  • Pricing starts at $79/month
  • Must use with Toast credit card processing
  • Multi-location support
  • Exceptional customer service

toast pos logo

Android-based Toast POS (see our review) is another robust, cloud-based POS system for restaurants. It can accommodate any size or type of restaurant, and features like tableside ordering, labor management, and inventory management make Toast a force to be reckoned with on both the front and back end. Toast is intuitive and easy to use for servers, while also providing detailed reporting, customer data, and menu options.

Although we love Toast’s strong feature set and the fact that it uses Android tablets instead of iPads (cheaper hardware costs, less of a theft risk), keep in mind that if you want every single feature Toast offers, it’s gonna cost ya. For example, online ordering, table management, delivery management, and gift card support all carry an extra monthly charge. You also can’t choose your own credit card processor to use with this POS and must use Toast’s in-house processor (which Toast users seem to like, at least). What really sets Toast apart from a lot of other cloud-based POS systems, however, is their excellent customer support – an indispensable quality in any POS, given the inherent complexity of a system that lets you take payments, process orders, and manage almost all aspects of your business.

3. TouchBistro

  • iPad POS for restaurants
  • Pricing starts at $69/month
  • Compatible with multiple payment gateways
  • Best for single-location businesses
  • Locally installed system (not cloud-based)

touchbistro POS

Elegant and easy to use, Ontario-based TouchBistro (see our review) has the distinction of being the top-grossing POS Application on Apple’s App Store in over 35 countries. TouchBistro is one of the few systems on our list that, while tablet-based, is not cloud-based; rather, your store data is stored locally on your restaurant’s iPad or Mac.

TouchBistro is not a full “restaurant management system” like Toast or Breadcrumb, but it’s good at what it does, and can readily handle the POS needs of just about any size/type of eatery, from a food truck to a full-service restaurant. Since TouchBistro stores data on local servers, it’s probably best for single-location restaurants (if coordinating data between locations is important to you). Keep in mind, though, that you will need an internet connection to process credit cards.

Some great features of TouchBistro include table management, menu management, kiosk option, tableside ordering, split-payment option, bar tabs, and sales reports. Customer service doesn’t seem to be as responsive as some users would like, though 24/7 support via phone and email is included in the standard cost. TouchBistro is compatible with Mercury, Cayan, Moneris, PayPal and several other gateways.

4. Lavu

  • iPad POS for restaurants
  • Pricing starts at $69/month with annual contract or $79/month without
  • Can use in-house payment processing or BridgePay, Heartland, PayPal, Nets, or Vantiv Integrated Payments
  • Multi-location support
  • Option to install in-house server backup in case you lose your wireless connection

lavu pos logo

Lavu (see our review) is yet another highly popular iPad POS system for restaurants, used in more than 20,000 restaurant terminals across 88 countries.

Lavu is not the most advanced restaurant POS there is, but it is equipped to handle the needs of most small-to-medium restaurants (or cafes, bars, coffee stands, etc.). Some features that make this POS system a hit include its customizable table layout and menus, easy employee management, advanced menu management, and useful integrations. Lavu also has renowned customer service, which is included in the standard monthly fee. You can add both a loyalty program and gift cards onto your subscription for just $40 a month.

Customers have complained about occasional glitches with the Lavu software, but the company releases frequent updates to solve any bugs or complaints. Affordable and highly customizable, Lavu is a strong and growing contender in tablet POS systems for restaurants.

Retail POS Systems

The following POS systems are suitable for retail store establishments, such as clothing boutiques, toy stores, electronics shops, and many others.

5. Lightspeed Retail

  • iPad and web browser POS for retail
  • Pricing starts at $99/month (billed annually)
  • Integrates with Vantiv Integrated Payments (Mercury), Cayan, and izettle
  • Multi-location support
  • Bike rental store add-on

lightspeed retail pos logo

Lightspeed Retail (see our review) is one of the most fully featured tablet POS systems out there for retail. While Lightspeed can support up to enterprise-level size businesses, this cloud-based system is ideal for small and medium-sized businesses that want powerful functionality — think unlimited inventory, integrated eCommerce, work order management, and customer relationship management. Lightspeed Retail also makes it easy to transfer inventory between different store locations.

Lightspeed is among the pricier systems on this list, and various integrations to extend its functionality, such as eCommerce, can make it even more expensive. So, it’s not going to be the right POS every business. But if you want a super robust POS that you can operate from any desktop browser (meaning, you don’t have to buy expensive iPad registers), Lightspeed Retail might just be right for you. The POS is especially suited for apparel businesses but can accommodate virtually any type of retail setup, including rentals.

Note that there are several Lightspeed products in addition to Lightspeed Retail. These include Lightspeed Onsite, Lightspeed Restaurant, and Lightspeed eCommerce.

6. Vend

  • iPad and web browser POS for retail
  • Pricing starts at $69/month
  • Compatible with Vantiv, PayPal, and Square
  • Multi-store support
  • Apple Pay-capable

vend pos logo

Vend (see our review) was actually the very first web browser-based POS system when it was introduced back in 2010. Today, it is still a big force to be reckoned with in the retail POS world, used by more than 20,000 businesses in 100 countries.

Cloud-based and scaleable for retail stores both small and large, Vend uses an HTML5 browser (such as Google Chrome), or an HTML5 iPad app, for all operations. If the internet goes down, Vend can keep operating locally using the cache and will sync back up with the cloud once the connection resumes. Being browser-based means you can run Vend on a PC, Mac, or iPad. Some features on Vend we really like include customer management, eCommerce, built-in loyalty program, inventory management, and a good selection of third-party software integrations. Vend doesn’t have as much functionality as a POS like Lightspeed or Revel – for example, Vend doesn’t have item modifiers – but it is cost-effective and a good choice for a store (or even chain of stores) that doesn’t need every single “business management” feature out there.

Note that Vend’s email support is free, but 24/7 phone support costs an extra $19 per month, unless you have the multi outlet subscription ($199/month billed annually).

7. Shopify POS

  • iPad POS system for retail (Also supports mobile sales on iPhone and Android phones)
  • Pricing starts at $9/month for mobile and Facebook sales, or $54/month to also include Retail Package for in-store sales
  • Integrates with Shopify Payments and many outside processors
  • Multi-store support
  • Instant syncing with your Shopify online store

shopify pos logo

Shopify (see our review) started as an online shopping cart for businesses who wanted an easy way to sell their products online. Eventually, Shopify extended their offering to include a POS system for in-person sales. As you might expect, Shopify POS does a great job integrating online and offline sales for retail businesses that also do eCommerce with Shopify.

Shopify’s pricing structure is a little convoluted, but the most important thing to know is that if you have a brick-and-mortar store, you’ll need to purchase the Retail Package, which costs $45/month on top of whatever other package you select — the $9/month Shopify Lite plan, the $29/month Shopify Basic plan, or another higher-tier plan. The Basic plan plus the Retail Package will cost $74/month and provide pretty much everything most retailers need for both online and in-store sales. You also have the option to get better credit card processing rates at higher price tiers.

Most Shopify POS features are comparable with other top iPad retail solutions, and they have strong customer service too. The thing that really sets Shopify apart is their seamless online/offline sales integration. So, if you already use Shopify for online sales or would like to, this might be the right POS for you.

8. Quetzal

  • iPad POS for independent fashion retailers
  • Pricing starts at $75/month per location
  • Integrates with Evo Payments International, Velocity, CardSmith, National Discount Merchant Services, Vantiv, and Moneris
  • Multi-store support (max. 10 locations)
  • Clothing/shoe matrix

With its exclusive focus on fashion retailers, Quetzal (see our review) is an iPad POS that’s tailor-made (ha-ha) for stores that sell clothing, shoes, and/or accessories. This aesthetically appealing system has a streamlined iOS aesthetic; the interface seriously looks like it could have been designed by Apple itself, and Quetzal even has an iTunes app that lets managers check in on their store from their Apple Watch. Quetzal also uses a compact, sleek register, Star Micronics’ mPOP system.

Of course, functionality is more important than aesthetics when it comes to a POS, but Quetzal doesn’t come up short in terms of function either. We like the clothing/shoe matrix, in-depth sales reports, “tag cloud,” loyalty program, employee leaderboard, and “sales thermometer,” in particular. At only $75/location price is right as well, especially as there is no charge for additional users or terminals. A couple downsides are that after setup and installation, customer support costs extra, and also there is no QuickBooks integration.

While it doesn’t have a huge marketshare of the overall retail POS segment, Quetzal’s niche focus makes it a functional, affordable, and visually appealing choice for emerging independent clothing brands.

Hybrid POS Systems

These POS systems are flexible in that they are equally suited to retail and restaurant environments. Service-based industries such as beauty salons, rental businesses, and hospitality businesses also often use hybrid POS systems.

9. Shopkeep

  • iPad POS for retail and quick serve restaurants
  • $69/month/register ($29/month/register for fourth register and beyond)
  • Integrates with Shopkeep Payments and outside processors
  • Multi-store support
  • Matrix inventory feature

shopkeep pos logo

Shopkeep (see our review) is an affordable and enjoyable-to-use POS system that runs locally from an iPad and syncs data back to the cloud. Shopkeep is used in both retail and restaurant environments, and while it’s more feature-rich on the retail side of things, it will more than meet the needs of most quick-service/coffee carts/food truck businesses.

Some things about Shopkeep we especially like include its comprehensive register functionality, in-depth reporting suite, mobile app to view your business stats on the go, and unlimited inventory matrix (which includes raw goods management). Shopkeep also offers unlimited 24/7 customer support (though premium phone costs an additional $30 per month). This POS integrates with MailChimp for email marketing, QuickBooks for accounting, and BigCommerce for eCommerce.

Shopkeep is a wise choice for a small-to-medium retail business or restaurant that doesn’t need extensive restaurant-centric features like table management. Note that ShopKeep is currently only available on iPad but is in the works to make its service available on the Clover Station via a recent partnership with First Data.

10. Revel Systems

  • iPad POS for retail, restaurants, hospitality, and more
  • Supports numerous payment processors
  • Custom pricing based on industry and individual business needs
  • Multi-store support
  • Ethernet internet connection

revel systems logo

Revel Systems (see our review) is arguably the holy grail of iPad POS systems. Revel is powerful enough that franchises like Cinnabon use it, and flexible enough that it can support businesses in virtually any industry, from brewpubs to gas stations. It’s also the only iPad POS system that offers a “wired” ethernet connection for a faster an more reliable internet.

Revel POS pricing is determined by which industry-specific package you choose, but depending on your needs, you can expect to pay about $80 to $200/month per location. Myriad add-on applications and integrations extend Revel’s functionality to make it do just about anything you can imagine, though this naturally increases the system’s cost as well. Some of Revel’s more impressive features include its kiosk mode, digital menu board, and ability to accept mobile payments (including ApplePay, PayPal, Bitcoin, and others). Because Revel is so powerful and customizable, initial system setup can take a while.

Revel can manage multiple locations and up to 500,000 SKUs. It is optimized for mid-sized businesses, particularly busy quick-serve restaurants that can afford one of the best iPad POS’s money can buy.

11. ERPLY

  • Web browser/iPad/Android/Windows POS for retail and restaurants
  • Pricing starts at $200/month/location
  • Compatible with all big-name payment processors, (though currently promoting PayPal as a preferred processor)
  • Multi-store support
  • Strong inventory features

erply-logo

ERPLY (see our review) originated in 2009 as a retail POS system, though it has eventually expanded support to food service too, now offering food-centric features such as kitchen printing and sell by weight. Whether you run a retail business or restaurant, ERPLY is especially powerful in the inventory management department, with functions like automated ordering, supplier management, and multichannel (online, in-store, phone, email) inventory tracking and transfers.

ERPLY gives you a lot of flexibility as a business owner. Using just about any payment processor under the sun, you can accept traditional swipe, chip card, and mobile payments, including Apple Pay, PayPal, and Android Pay. You also have the option to use pretty much whatever device you want, even without a reliable internet connection, or run ERPLY right from your browser.

It’s actually kind of hard to come up with a feature ERPLY doesn’t have. An open API architecture allows customizability and the ability to develop your own software integrations and customize it to meet your needs (or, have ERPLY make these integrations/customizations for you). Being such a versatile piece of software, it’s one of the pricier cloud-based POS systems. If you have a larger or franchise business, or you just want the flexibility and horsepower this system offers, you might try ERPLY out for size.

12. talech

  • iPad POS for retail and restaurants
  • Standard subscription is $62/month/location (billed annually upfront)
  • Compatible with multiple payment processors
  • Multi-store support
  • Kiosk mode

talech POS logo

talech (see our review) is a smaller player in the iPad POS world, but with their affordable price point and impressive set of more than 100 features, they can certainly give their larger competitors a run for their money. talech is used by both retail and restaurant businesses, but restaurants, in particular, will find a lot of useful features, including table management, coursing, and the ability to split the check by table positioning (seat).

Advanced inventory management, self-service (kiosk) mode, and the ability to generate purchase orders are some more features that set talech apart from some of its competitors in both the retail and restaurant spheres. talech also made it possible for restaurant owners to integrate an online ordering system so that you can manage in-person and online orders all from your iPad POS terminal.

One caveat: being 100% cloud-based, talech is unable to take credit card payments in the event of a WiFi outage, and you also won’t be able to access your back office. However, it’s possible to circumvent such issues by getting a specialized backup router.

13. Bindo

  • iPad POS for retail and restaurants
  • Custom pricing depends on industry and number of SKUs
  • Works with nearly any payment processor
  • Multi-location support
  • “Favorites” grid displays most popular items as register buttons

Bindo POS logo

Bindo (see our review) is a hybrid POS whose varied and easy-to-use features make it suitable for retail or restaurant environments. A reasonable pricetag, clean interface, robust eCommerce storefront, and thoughtful inventory reporting suite make this an especially versatile touchscreen POS option. While fewer than 5,000 businesses use new-ish POS, customer support (included at all price levels) is responsive to these customers’ needs and tech support (also included) issues frequent updates to fix any software glitches.

As with most other fully cloud-based systems, you’ll need fast internet to experience the best functionality. More than one customer has also complained about being stuck in a leasing contract with Bindo for equipment they were not satisfied with (though in general, we do not recommend leasing POS equipment). Since Bindo works with most standard iPad POS equipment and offers a 14-day free trial, it is likely that you’ll be able to test out Bindo using your current equipment before you commit to purchasing.

14. SalesVu

  • iPad POS for restaurant and retail
  • Basic restaurant and retail packages start at $75/month
  • Works with Vantiv, Evo, and WorldPay
  • Multi-location support
  • Allows items to be charged by decimal and fractional quantities

SalesVu (see our review) is another affordable and feature-rich iPad POS system that can be used in many industries, including service industries and traditional retail and restaurant environments. Since this system allows you to ring up transactions in fractional amounts, it’s especially useful for hourly professionals such as therapists or dog walkers, and businesses that sell items based on weight, like fro-yo shops. SalesVu also has an appointment booking system that health, beauty, and hospitality businesses will appreciate. Like the majority of touchscreen POS’s on this list, SalesVu is best suited for smaller to medium-sized businesses, though it has the capacity to scale up if you open a second or third location.

SalesVu runs locally on iPad registers and syncs all your data to your account in the cloud. Though you can use the SalesVu POS app without an internet connection, you’ll need internet to process credit card transactions; however, you can use a specialized router with a 4G wireless modem with a data plan so that you can switch to 4G without any interruption if your main internet connection goes down.

Another cool thing about SalesVu is that it will run on an iPhone, allowing you to take mobile sales on the go. The basic mobile POS app without any frills is free, similar to Square. Which brings us to the final favorite touchscreen POS on our list …

15. Square Register

  • Proprietary POS hardware with free cloud software for retail, restaurants, service industry
  • Hardware costs $49/month for 24 months or $999 one-time payment
  • In-house credit card processing is 2.5% + $0.10/transaction or lower for high-volume businesses
  • Multi-location support
  • Best for businesses with average transaction of $40 or higher
  • Ethernet support for more reliable internet connection

While Square‘s popular free POS mobile app has been around for some time, the Square Register is a relatively new product, released in October 2017. There are still no monthly service fees, but rather than selling on your smartphone or iPad, you’re ringing up sales on fully featured POS hardware that you purchase as a complete package from Square. With a concept similar to that of Clover Station (which I didn’t include on this list because it is locked into First Data’s less than stellar payment processing), the Square Register is sleek, proprietary POS hardware that works right out of the box, complete with a customer facing screen and built-in credit card terminal. The Square Register hardware itself costs $49/month for 24 months, or you can simply purchase the system outright for $999.

Note that Square Register users have a different credit card processing rate than the standard Square mobile processing rate. With Square Register, businesses are charged 2.5% + $0.10 on every transaction, vs. 2.75% (+ $0.00) with regular Square. This pricing setup may at first blush look like Square Register has cheaper rates, but if you have a lot of small transactions you’ll actually pay more with Square Register than with the Square mobile POS. For this reason, Square Register is a more appropriate solution for larger businesses with average ticket sizes of $40 or higher. Larger businesses processing more than $250,000 per year and with an average ticket size of $15 or higher may also qualify for lower rates.

As for the specific business type, 100% cloud-based Square can work with just about any industry. Square has a built-in 24/7 online booking system for service-based industries, as well as restaurant-centric features such as suggested tipping amounts and online food orders.

Finally, Square Register is not to be confused with Square’s iPad-only, $60/month solution, Square for Retail (see our review).

Final Thoughts

When sorting through your options for touchscreen POS systems, the plethora of choices may at first seem overwhelming. But that’s why we’re here to help you sort out the stinkers and lead you to the very best tablet point of sale systems. And really, you can’t go wrong with any of the POS software systems on this list. Just check that the touchscreen POS system you’re considering meets your business’s needs in terms of functionality and budget, and test it out with a free trial before purchasing. And of course, don’t forget to check user reviews and complaints on the BBB and other consumer review sites. If you need further help choosing a touchscreen POS system, please contact me in the comments section and I’ll give you some further guidance.

The post 15 Best Touchscreen POS Systems appeared first on Merchant Maverick.

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Is Shopify Easy To Use?

is shopify easy to use

If you’ve ever visited Shopify’s website, you know that ease of use is their number one marketing claim. But does that claim have any merit? Is this app as intuitive as they say?

As software reviewers who have tested over 40 eCommerce solutions over the years (many of them repeatedly!), we can confidently say that Shopify is indeed one of the most user-friendly shopping cart solutions on the market. In particular, Shopify is well designed for merchants with very little technical know-how.

Shopify makes it easy to set up an online store, add products, and tweak your site’s look and feel so that you can focus your energy on building your business instead of building your website.

In this post, we’ll give you a breakdown of a few frequently used features and design tools, complete with screenshots of Shopify’s admin panel. Keep reading to see if Shopify’s usability fits your experience level and business needs.

Signing Up For Shopify

The best way to experience Shopify’s usability is to actually take the software for a test drive. Shopify offers a totally free, no commitment required 14-day trial, which you can sign up for at any time. To create your account, all you have to do is provide your email address and answer a few questions about your business’s size and industry.

You’ll then be sent an email with login information, and you’ll be able to access your Shopify dashboard:

While Shopify does not provide a formal tutorial, they do list a few setup steps on your initial dashboard page. You can either choose to complete those actions now or find them on your own later.

We recommend you play around a bit with the “Add Product” and “Customize Theme” pages to get a general feel for Shopify’s functions. To start setting up your online store, head over to the “Settings” tab on the bottom left.

Adjusting Settings

From the Settings tab of the app, you can add payment processors, tax information, and shipping preferences. You’ll also be able to make changes to checkout, sales channels, account permissions, and more.

Calculating Taxes

Correctly collecting sales tax for online orders can be tricky business. Every state, county, and municipality has its own rules and regulations regarding sales tax, and trying to comply by all those rules can be maddening. Shopify makes this process a bit easier by keeping all those important calculations in one place.

In the setup process, you can decide how you collect taxes for shipments, including international shipments.

When it comes to domestic shipping rates, you can ask Shopify to handle all the tax calculations based on your business’s location(s). Input your State and zip code, and Shopify will present a range of tax rates based on all the locations in which you have tax liability (called “nexus”).

If you’d like to see those taxes more specifically, click on that range (highlighted in blue) and see details for each city.

Select Shipping Options

There are a variety of ways Shopify merchants can go about calculating shipping rates. You can, for example, integrate with your favorite shipping software app (like ShippingEasy or ShipStation) or you can subscribe to Shopify’s highest pricing plan to use your own negotiated rates with popular shipping carriers like USPS, UPS, and FedEx. One of the most popular options, however, is to simply use Shopify Shipping to calculate rates and purchase and print shipping labels.

Shopify Shipping provides connections with DHL, USPS, and UPS. You can purchase shipping labels online and have those labels print in bulk from thermal or desktop printers. And now, you can even purchase those labels from your mobile device. What’s more, Shopify Shipping has partnered with shipping carriers to provide you with discounted shipping rates, depending on your Shopify plan.

To start using Shopify Shipping, click “Edit” under the “Shipping Zones” option on your Shipping page in settings.

You’ll then be redirected to this page where you can select carriers (such as USPS) and services (such as Priority Mail). These options will then be automatically available to your customers, and you will be able to purchase and print shipping labels for these services. Pretty easy, huh?

So far, I can only see one potential issue with Shopify Shipping and, depending on your business, it could be a big one. Shopify Shipping will only display calculated rates according to the dimensions you list for your “Default Package.” That means that all shipments, no matter their actual size, will be treated as the same size.

If you sell products that are a wide range of sizes, calculated rates with Shopify Shipping might not be the best option. You may instead consider integrating with a third-party shipping solution to handle that aspect of your fulfillment.

Connect With Payment Solutions

To process payments, just select your preferred payment processor or payment gateway from the drop-down menu on the correct page in Settings.

Shopify also offers their own payment gateway, called Shopify Payments. If you choose to use Shopify Payments to accept credit card payments, Shopify will waive their transaction fees (which range from 0.5%-2.0%, depending on your pricing plan).

Note: I have seen many complaints online targeting Shopify Payments. Merchants say that while it’s easy to be initially accepted to the processor, your account may be canceled further down the road when Shopify gets around to reviewing your site. I’ve also seen complaints that say Shopify Payments withholds money from merchants. Keep these complaints in mind as you look into your options.

Adding Products

Creating new products is a simple process. Head over to the “Products” tab and click “Add a Product.” You’ll then be taken to a page like this:

Here you can input basic information like price, inventory totals, and images. You can also write product descriptions on this page and use tags and categories to organize items. Toward the bottom of the page, you can add shipping information, like weight, and list tariff code. You are also presented with the option to add variants.

If you choose to add product variants (size and color, etc.), you’ll be redirected to a new page where you can enter variant-specific information such as weight, inventory, and price. Notice, however, that there is no field available to enter product dimensions, which may result in less accurate shipping calculations.

Once you’ve added this information, the basic “Add a Product” page will change to reflect new variants. You will now be required to edit all weights, prices, and shipping information on variant pages instead of the main product page.

Managing Inventory

You can either manage inventory on individual product pages or in the “Inventory” tab in the admin.

Set quantities for each variant, and set low stock notifications to make sure you always have items on hand when customers want them.

Creating Promotions

Use Shopify’s “Discounts” tab to create coupons and discounts for your site. You can make these discounts specific to select categories or products, and you can set minimum purchase requirements. You can also make discounts only available to certain customer groups and set active dates for the promotion. Discounts can be fixed amounts, percentages, free shipping, and Buy X Get Y.

You can also promote your store through order confirmation emails, abandoned cart notifications, and other email marketing strategies. Use HTML design tools to modify the email templates that Shopify provides.

Editing Site Design

This app is designed for sellers who have little to no technical experience. Shopify works to make all of their customization tools accessible to beginners, including website design. You don’t have to know a lick of code to edit the look and feel of your site (although it certainly wouldn’t hurt!).

Most merchants begin the site design process by selecting a theme from Shopify’s vast marketplace. There, you can find a range of mobile responsive themes that are priced between $0-$180. It’s a good idea to start out with a free theme and move on to a more sophisticated theme once you get the hang of the editing tools.

Shopify provides a few options for editing your theme. The easiest option is Shopify’s drag and drop feature: Sections.

Using Sections, you can add and rearrange blocks of content. For example, you can add a featured products display, a map, and an image gallery on your homepage. Then, just drag those elements around until the site looks how you envisioned.

Sections is currently only available on select pages and with select themes.

Although Sections is great for those with little know-how, merchants who are looking to customize many elements of their design may find it too limiting. For those merchants, there is also a code editor available. Edit using Shopify’s Liquid templating language, HTML, CSS, and JavaScript.

Final Thoughts

If there ever was a long answer to a short question, this article is one of them!

In short: Yes, Shopify is very easy to use!

Get Started With Shopify

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How To Order QuickBooks Checks And Supplies

Most people know that QuickBooks offers accounting software, but did you know that the company also sells checks, tax forms, stamps, and even pens?

Believe it or not, QuickBooks can be your one-stop shop for business checks and office supplies. And best of all, you can print the checks directly from your QuickBooks software. Keep reading to learn more about how to order checks from QuickBooks, how to buy tax forms from QuickBooks, and what other office supplies QuickBooks offers.

Order Checks, Tax Forms & Other Supplies From QuickBooks

Products Offered

QuickBooks offers a wide array of business supplies. You can purchase the following product online using the Intuit marketplace:

  • Checks
  • Tax forms
  • Envelopes
  • Deposit slips
  • Self-inking stamps
  • Point of sale supplies
  • Laser & inkjet labels
  • Check binders
  • Printable business forms
  • Security pens

We’ll cover the specific products and their prices in each of the following sections.

Checks

QuickBooks offers five different types of checks:

  • Voucher checks
  • Standard business checks
  • Wallet checks
  • Office and away checks
  • Personal checks

You can customize QuickBooks checks by adding your business name and phone number. Choose between three and five different colors, depending on the check type. Add an additional line for extra business information and up to two signature lines to meet your business’s needs.

You can order all checks from the Intuit Market. Once the checks are sent to you, you can print them directly from compatible QuickBooks programs. Here’s a breakdown of each type of check and how much they cost.

Voucher Checks

Getting Started With QuickBooks Checks And Supplies

A voucher check is a standard-sized check accompanied by two pay stubs, making it ideal for payroll and accounts payable. Intuit offers three types of vouchers checks that vary by level of security. Each check is compatible with laser and inkjet printers and all supported versions of QuickBooks.

  • Basic Voucher Checks: Start at $36.99 for 50 checks.
  • Secure Plus Voucher Checks: Start at $66.99 for 50 checks. Adds security features like ink tampering prevention.
  • Secure Premier Voucher Checks: Start at $72.99 for 50 checks. Adds hologram for max security.

Visit the Intuit marketplace to purchase voucher checks for QuickBooks.

Standard Business Checks

Getting Started With QuickBooks Checks And Supplies

Intuit’s standard business checks are your typical, everyday business checks. Intuit offers types of standard checks that vary by level of security. Each is compatible with laser and inkjet printers and all supported versions of QuickBooks. However, standard business checks are not compatible with Intuit Online Payroll (see voucher checks instead). Intuit also offers manual standard checks that you can fill out by hand.

  • Basic Standard Business Checks: Start at $102.99 for 250 checks.
  • Secure Plus Standard Business Checks: Start at $56.99 for 50 checks. Adds security features like ink tampering prevention.
  • Secure Premier Standard Business Checks: Start at $61.99 for 50 checks. Adds hologram for max security.
  • Manual Business Checks: Start at $58.99 for 300 checks. Detachable standard checks come with check stubs to record additional information.

Visit the Intuit marketplace to find the best deals on business checks.

Wallet ChecksGetting Started With QuickBooks Checks And Supplies

With these checks, it’s all in the name. Intuit’s wallet checks fit perfectly in a wallet and come with a check stub to record additional information. There are two types of wallet checks that vary by level of security. Each is compatible with QuickBooks Desktop or Quicken 2006 +. Wallet checks are not compatible with QuickBooks Online.

  • Basic Wallet Checks: Start at $87.99 for 250 checks.
  • Secure Plus Wallet Checks: Start at $43.99 for 50 checks. Adds security features like ink tampering prevention.

Visit the Intuit Marketplace to purchase QuickBooks wallet checks.

Office & Away ChecksGetting Started With QuickBooks Checks And Supplies

Intuit’s Office & Away checks are a hybrid between standard checks and manual checks. You can either print checks directly from QuickBooks when you’re in the office or handwrite checks when you’re out of the office. Office & Away checks are compatible with laser and inkjet printers and QuickBooks Desktop; they are not compatible with QuickBooks Online or Intuit Payroll (see voucher checks for payroll).

  • Office & Away Checks: Start at $90.99 for 250 checks.

Visit the Intuit Marketplace to purchase Office & Away checks for your business.

Personal ChecksGetting Started With QuickBooks Checks And Supplies

In addition to business checks, Intuit offers personal checks as well. There is only one type of personal check — the Secure Plus Personal Check — which comes with built-in security features like chemically reactive paper to prevent check alterations. QuickBooks personal checks are not compatible with software like QuickBooks or Quicken and are not compatible with printers.

  • Secure Plus Personal Checks: Starts at $39.99 for one box, which contains 120 duplicate checks.

Visit the Intuit Marketplace to find the best deal on personal checks.

Tax Forms

You can purchase four different types of tax forms directly from Intuit:

  • W-2s
  • W-3s
  • 1096s
  • 1099-MISCs

One of the biggest perks of using QuickBooks software is the tax support available with both QuickBooks Desktop and QuickBooks Online.  QuickBooks Desktop allows you to prepare and print w-2s, W-3s, 1099-MISCs, and 1096s, and with the QuickBooks Online Plus plan you can prepare and print 1099-MISCs and W-2s directly from the software.

Most users will need to purchase these forms from Intuit in order to print and file their taxes, although certain QuickBooks payroll plans include these forms with the cost of the monthly payroll subscription (read our QuickBooks Desktop Payroll Pricing And Features post to see if your tax forms are included or not). Here are the current tax form offerings (note: prices may vary depending on the tax year).

W-2sGetting Started With QuickBooks Checks And Supplies

A W-2 form is an IRS tax form that indicates an employee’s wages and withheld taxes for the tax year. Employers are required to fill out a W-2 form for every individual employee they have (or had) during the tax year. Intuit offers two different W-2 kits to help employer’s successfully complete their W-2s. The price for each option depends on the number of forms needed.

  • Pre-Printed W-2 Kit: Starts at $57.99 and includes four free W-3s and custom W-2 envelopes. Compatible with laser or inkjet printers and QuickBooks Desktop users with Basic or Enhanced Payroll. Not compatible with QuickBooks for Mac, QuickBooks Online, QuickBooks Desktop Payroll Full Service, or QuickBooks Online Payroll.
  • Laser W-2 Blank Perforated Paper & Envelope Kit: Starts at $23.99 and includes blank, perforated W-2 paper and custom W-2 envelopes. Compatible with QuickBooks Online, QuickBooks Payroll, QuickBooks Online Payroll Full Service, and supported version of QuickBooks Desktop.

Visit the Intuit MarketPlace to easily order W-2 tax forms for your business.

W-3sGetting Started With QuickBooks Checks And Supplies

A W-3 form is an IRS tax form that indicates the total wages and taxes withheld for all employees of a company during the tax year. If you purchase the Pre-Printed W-2 Kit, then you will already receive four free W-3 forms; otherwise, you can purchase them directly from Intuit.

  • W-3 Forms: Start at $17.99 for 10 preprinted W-3 forms. Not compatible with QuickBooks for Mac or QuickBooks Online.

Visit the Intuit MarketPlace to order W-3 tax forms.

1099-MISCsGetting Started With QuickBooks Checks And Supplies

A 1099-MISC form is an IRS form that reports wages paid to an individual who is not an employee at your company, such as an independent contractor.  As the employer, you’ll need to file a 1099-MISC for any contractors you’ve paid more than $600 during the tax year. You can purchase these forms directly from Intuit and prepare and print them directly from QuickBooks. Prices vary by state and depending on the number of forms you need.

  • 1099 Kit: Ranges from $58.99 – $83.99 for 10 pre-printed 1099-MISC forms and includes four free 1096 forms and custom 1099 envelopes (price varies by state). Compatible with QuickBooks Online, and supported version of QuickBooks Desktop and QuickBooks Mac.

Visit the Intuit MarketPlace to order 1099 tax forms.

1096sGetting Started With QuickBooks Checks And Supplies

A 1096 form is an IRS form that records all of the wages paid to all independent contractors and self-employed individuals a company hired during the tax year. If you purchase the 1099 Kit, then you will already receive four free 1096 forms; otherwise, you can purchase them directly from Intuit.

  • 1096 Forms: Start at $17.99 for 10 1096 forms. Compatible with QuickBooks Online Plus, QuickBooks Mac 2013 or later, and QuickBooks Desktop 2013 or later.

Visit the Intuit MarketPlace to order 1096 tax forms.

Envelopes

You can purchase envelopes for your checks, tax forms, and more directly from Intuit. While you could buy envelopes from anywhere, Intuit envelopes are specifically designed to fit your Intuit checks and tax forms, which adds an added layer of security to important mail. Here are the various business envelopes offered and how much they cost.

Standard & Voucher Check EnvelopesGetting Started With QuickBooks Checks And Supplies

According to QuickBooks:

Standard-sized business envelopes don’t fit standard sized checks. Envelopes can be too large, potentially allowing sliding inside the envelope that can compromise security or partially obstruct information.

This is why Intuit sells envelopes that are created to fit their standard and voucher checks perfectly. There are two types of standard/voucher envelopes that vary by level of convenience.

  • Standard/Voucher & Payroll Check Envelopes: Start at $68.99 for 250 envelopes. Includes double address windows.
  • Self-Seal Voucher Check Envelopes: Start at $30.99 for 50 envelopes. Fits both standard and voucher checks. Includes self-adhesive flaps and double address windows. Compatible with most postage machines.

Visit the Intuit MarketPlace to order standard check and voucher check envelopes.

Wallet Check EnvelopesGetting Started With QuickBooks Checks And Supplies

Wallet check envelopes are designed specifically to fit Intuit’s wallet checks. There are two types of wallet checks that vary by size.

  • Wallet Check Envelopes: Start at $49.99 for 250 envelopes. Includes double address windows. Specifically designed to fit wallet checks.
  • Wallet Plus Check Envelopes: Start at $54.99 for 250 envelopes. This standard sized envelope includes a pocket designed specifically for wallet checks, so you can send both wallet checks and additional documents simultaneously.

Visit the Intuit MarketPlace to order wallet check envelopes.

Form EnvelopesGetting Started With QuickBooks Checks And Supplies

In addition to purchasing envelopes that fit Intuit’s checks, you can also purchase envelopes that perfect fit your Intuit tax forms, including W-2s, W-3s, 1096s, and 1099-MISCs. These envelopes are designed to align perfectly with the Intuit tax forms to ensure that your confidential tax information stays secure. There are three different type of form envelopes available. Each is compatible with Intuit’s pre-printed tax forms or any other forms printed on standard printer paper.

  • Forms Envelopes: Start at $68.99 for 250 envelopes. Includes double address windows.
  • Single Window Form Envelopes: Start at $73.99 for 250 envelopes. Includes a single address window. You can order them to be pre-printed with your company address. Adding a company logo or custom ink color costs extra.
  • Self-Seal Form Envelopes: Start at $75.99 for 250 envelopes. Includes self-adhesive flaps and double address windows. Compatible with most postage machines.

Visit the Intuit MarketPlace to order from envelopes for your small business.

Business Reply EnvelopesGetting Started With QuickBooks Checks And Supplies

You can purchase a custom, pre-printed return envelope from Intuit. Adding a return envelope to your invoices can help your company appear more professional and make it easier for your customers to send you their invoice payments (and anything you can do to increase the chances of your invoices getting paid is worth it). Intuit’s business reply envelopes also work with their Remittance Statements (which we’ll cover later). Here’s how much they cost.

  • Business Reply Envelopes: Start at $54.99 for 250 envelopes. You can order them to be pre-printed with your company address.

Visit the Intuit MarketPlace to start sending business reply envelopes with your invoices.

Large Mailing EnvelopesGetting Started With QuickBooks Checks And Supplies

Additionally, you can purchase large mailing envelopes for large stacks of paper or for forms and documents that you do not wish to bend. These envelopes come in white or golden brown (think classic manila envelope).

  • Large Mailing Envelopes: Start at $90.99 for 100 envelopes. You can order them to be pre-printed with your company address. Adding a company logo or custom ink color costs extra.

Visit the Intuit MarketPlace to order large mailing envelopes.

Deposit SlipsGetting Started With QuickBooks Checks And Supplies

Deposit slips are used by some businesses to track the funds deposited into a specific bank account. Deposit slips can be helpful when verifying your accounting records with your monthly bank statement. If your business is in the habit of using deposit slips (or if you’d like to start), you can purchase them directly from Intuit. Intuit offers two different types of deposit slips as well as a deposit slip bag. Here’s how much each item costs.

  • Printable Deposit Slips: Start at $68.99 for 250 deposit slips with up to 18 entries per slip. Prepare and print directly from QuickBooks. Compatible with QuickBooks Mac 2007 or higher and supported versions of QuickBooks Desktop.
  • Booked Manual Deposit Slips: Start at $43.99 for 200 deposit slips with up to 18 entries per slip. For manual entry. Available in 2- or 3-copy carbonless options. Can order your business name and account number to be pre-printed on the slips.
  • Bank Deposit Bag: Starts at $12.99 for 25 deposit bags. Disposable and recyclable bag with removable numbered receipts and built-in security features.

Visit the Intuit MarketPlace to order deposit slips for your business.

Stamps

Whether it’s addressing envelopes, marking invoices as past due, or indicating which documents need filing, Intuit offers 14 self-inking maps to make your business processes run smoother. These affordable business stamps are easy to use and can save your company valuable time. In addition to the stamps, Intuit also offers ink-pad refills for whenever you might need them.

Self-Inking Business Stamps

As we mentioned above, Intuit offers 14 stamps ranging from $13.99 to $35.99 each. Here are all of the business stamps available.

  • Endorsement Stamp: Costs $35.99 and is ideal for quickly getting checks ready to deposit.
  • Return Address Stamp: Costs $35.99 and comes with up to five lines of text.
  • Return Address Stamp With Monogram: Costs $35.99 and Getting Started With QuickBooks Checks And Suppliescomes with up to five lines of text and a monogram letter.
  • Fax Header Cover Stamp: Costs $35.99 and is ideal for quickly creating a fax header to record fax information.
  • Getting Started With QuickBooks Checks And SuppliesSecurity Stamp: Costs $21.99 and is created to “obscure sensitive information on checks, forms, legal documents, packages, and mail.”
  • Copy Stamp: Red ink stamp that says “copy” and costs $13.99.
  • Past Due Stamp: Red ink stamp that says “past due” and costs $13.99. Ideal for invoices.
  • Draft Stamp: Red ink stamp that says “draft” and costs $13.99.Getting Started With QuickBooks Checks And Supplies
  • File Stamp: Red ink stamp that says “file” and costs $13.99.
  • Void Stamp: Blue ink stamp that says “void” and costs $13.99. Ideal for voided checks.
  • Paid Stamp: Red ink stamp that says “paid” and costs $13.99. Ideal for invoices.
  • Confidential Stamp: Red ink stamp that says “confidential” and costs $13.99.Getting Started With QuickBooks Checks And Supplies
  • Faxed Stamp: Red ink stamp that says “faxed” and costs $13.99.
  • Urgent Stamp: Red ink stamp that says “urgent” and costs $13.99.

Visit the Intuit MarketPlace to order business stamps.

Point Of Sale Supplies

If you use QuickBooks Point of Sale (see our review) there are several items you can purchase to manage your business and sales. Intuit offers everything from pricing labels to receipt tape to jewelry tags and more. See what point of sale supplies Intuit has to offer and how much they cost below.

Pricing Labels

Getting Started With QuickBooks Checks And Supplies

If you need a quick and efficient way your items, you can print pricing labels directly from QuickBooks POS using a compatible printer. These labels are adhesive for easy tagging and come in two separate sizes.

  • Price Label 1.2″ x 0.85″: Costs $79.99 for one case of pricing labels, which comes with 12 rolls per case and 15,000 labels per roll. Compatible with the QuickBooks POS Tag Printer. Ideal for smaller items.
  • Price Label 2.25″ x 1.25″: Costs $79.99 for one case of pricing labels, which comes with 12 rolls and 1,135 labels per roll. Compatible with the QuickBooks POS Tag Printer. Ideal for larger items.

Visit the Intuit MarketPlace to order QuickBooks pricing labels.

Receipt Paper

Getting Started With QuickBooks Checks And Supplies

You can also purchase receipt paper directly from Intuit. QuickBooks receipt paper is compatible with QuickBooks POS printer, the Star TSP143, and the Star TSP613.

  • Point Of Sale Paper Rolls: Costs $29.99 for 10 rolls. Each roll is 220 feet long.

Visit the Intuit MarketPlace for a great deal on receipt paper.

Pricing TagsGetting Started With QuickBooks Checks And Supplies

In addition to pricing labels, Intuit also sells pricing tags for unique items like jewelry.

  • Printable Hang Tags: Costs $104.97 per case of thermal printed hang tags, with 12 rolls per case and 967 labels per roll. Ideal for “purses, clothing, and other fabric items.” Compatible with supported versions of QuickBooks POS and QuickBooks POS Tag Printer.
  • Jewelry Tags With Flap: Costs $104.99 for four rolls of waterproof jewelry tags, with 2,490 labels per roll. Includes adhesive flaps that allow you to price items without getting sticky adhesive on them. Compatible with supported versions of QuickBooks POS and QuickBooks POS Tag Printer.

Visit the Intuit MarketPlace to order pricing tags for your retail company.

Labels

You can also purchase printable labels directly from the Intuit MarketPlace. You can use these labels for a variety of purposes, whether it’s preprinting potential lead addresses for a new marketing campaign or printing file folder names to get your business organized. Here’s all that Intuit has to offer:

Printable Business LabelsGetting Started With QuickBooks Checks And Supplies

Intuit offers printable, adhesive labels in various sizes. Each set of labels starts at $40.99. These labels are compatible with laser and inkjet printers. You can design and print the labels straight from QuickBooks Desktop or by using Avery. Not compatible with QuickBooks Online.

  • 1″ x 4″ Labels: Cost $40.99 for 100 sheets with 20 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5161 and #8161.
  • 1 1/3″ x 4″ Labels: Cost $40.99 for 100 sheets with 14 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5162.
  • 2″ x 4″ Labels: Cost $40.99 for 100 sheets with 10 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5163.
  • 3 1/3″ x 4″ Labels: Cost $40.99 for 100 sheets with 6 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5164.
  • 1″ x 2 5/8″ Labels: Cost $40.99 for 100 sheets with 30 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5160 and #8160.
  • 1/2″ x 1 3/4″ Labels: Cost $40.99 for 100 sheets with 80 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5167.

Visit the Intuit MarketPlace to order printable labels for all of your business needs.

Shipping Manager LabelsGetting Started With QuickBooks Checks And Supplies

QuickBooks also offers adhesive labels specifically designed for overnight, express, or ground shipping. These labels are compatible with laser and inkjet printers and integrate with both QuickBooks Desktop and QuickBooks Shipping Manager. Not compatible with QuickBooks Online.

  • QuickBooks Shipping Manager Labels: Cost $40.99 for 100 sheets, with two labels per sheet.

Visit the Intuit MarketPlace to order shipping labels.

File Folder LabelsGetting Started With QuickBooks Checks And Supplies

In addition to the above labels, Intuit also offers labels that are specifically designed to fit your file cabinet folders to help you stay organized. These labels are compatible with laser and inkjet printers. You can design and print the labels straight from QuickBooks Desktop or by using Avery. Not compatible with QuickBooks Online.

  • 2/3″ x 3 7/16″ File Folder Labels: Cost $40.99 for 100 sheets, with 30 labels per sheet. Compatible with laser and inkjet printers as well as Avery #5366.

Visit the Intuit MarketPlace to order file folder labels and start getting organized today.

Business Forms

While both QuickBooks Desktop and QuickBooks Online offer an incredible number of reports, there are some important business forms that you may want to mail your customers. That’s why QuickBooks offers nine additional business forms. Check out all of the forms QuickBooks offers and how much they cost.

StatementsGetting Started With QuickBooks Checks And Supplies

QuickBooks statement forms allow you to keep your customers up to date on their financial obligations and history with your company. There are three business statement forms in total. You can print each directly from QuickBooks Desktop. Compatible with laser and inkjet printers.

  • Customer Billing Statements: Start at $64.99 for 250 statements. Ideal for updating customers on their account.
  • Remittance Statements: Start at $88.99 for 250 statements. Ideal for tracking accounts receivable.
  • Blank Remittance Statements: Start at $40.99 for 250 statements.

Visit the Intuit MarketPlace to check out a good deal on business forms.

InvoicesGetting Started With QuickBooks Checks And Supplies

For companies wishing to send invoices by mail in addition to or instead of sending invoices online, there’s the option to buy preprinted invoice templates directly from Intuit. There are three invoice styles that you can customize to fit your business’s needs. You can print the invoice’s details onto each invoice directly from QuickBooks Desktop. Compatible with laser and inkjet printers. Price varies depending on the number of invoices purchased and the number of sheets per invoice.

  • Product Invoices: Starts at $88.99 for 250 invoices. Available in single, duplicate, triplicate, or quadruplicate. Ideal for product-based businesses.
  • Service Invoices: Start at $88.99 for 250 invoices. Available in single, duplicate, or triplicate. Ideal for service-based businesses.
  • Professional Invoices: Start at $88.99 for 250 invoices. Available in single and triplicate.

Visit the Intuit MarketPlace to order QuickBooks 1096 tax forms.

Multi-Purpose FormsGetting Started With QuickBooks Checks And Supplies

The multi-purpose form, as you may have guessed, has multiple potential uses. Intuit says that you can use these forms to:

Send estimates, credit memos, or purchase orders on professional-looking correspondence.

There are two multi-purpose forms available. Each can be printed directly from QuickBooks and are compatible with laser and inkjet printers.

  • Multi-Purpose Forms: Start at $88.99 for 250 forms. Available in single, duplicate, or triplicate.
  • All Purpose Form With Peel-Off Label: Start at $46.99 for 250 forms. Includes adhesive label so you can prepare reports and packing slips simultaneously.

Visit the Intuit MarketPlace to order multi-purpose business forms now.

Form LeadersGetting Started With QuickBooks Checks And Supplies

The form leader helps you easily print “leftover” standard or wallet checks. You simply attach a remaining check to the form leader and print using compatible laser and inkjet printers. This saves you both time and money and ensures all leftover checks are used and printed properly.

  • Form Leaders: Costs $19.99 for 10 from leaders. Each form leader is good for up to 40 uses.

Visit the Intuit MarketPlace to order a form leader for your standard or wallet-sized checks.

Other

Finally, Intuit also offers a few miscellaneous business items to help your office stay organized and run smoothly. Here are the final three products you can find within the Intuit MarketPlace.

BindersGetting Started With QuickBooks Checks And Supplies

Intuit offers two type of binders to help you keep your business checks organized. In addition to keeping your checks in order, these binders can also help you appear more professional and put together. Here’s how much they cost.

  • Office & Away Checkbook Binder: Costs $69.99 and is designed to hold up to 75 office and away checks. Includes “a handy check register, a business card pocket, a place to store important documents, and a convenient pen holder.”
  • 7-Ring Manual Check Binder: Costs $30.99 and is designed to hold manual business checks. Available in burgundy or black.

Visit the Intuit MarketPlace to order a professional business binder.

PensGetting Started With QuickBooks Checks And Supplies

Intuit pens are specifically designed to ensure that your checks remain secure. They have unwashable ink and leave indent marks on paper to prevent check fraud.

  • QuickBooks Super Ink Security Pen: Costs $10.99 for five pens. Includes a comfortable textured grip and black ink.

Visit the Intuit MarketPlace to order a secure check pen.

Get Shopping

Now you officially know all of the business checks and office supplies available to you through the Intuit MarketPlace. The Intuit MarketPlace is a great way to find business checks, personal checks, tax forms, check envelopes, invoices, business labels, and more. You may even receive a discount for purchasing certain items like checks and envelopes together.

Once you place your order, Intuit says that most items will be shipped in 49 hours, though some custom items may take up to six days to ship.

You can always call Intuit Checks & Supplies support at (866) 570-3842 or start shopping now.

Shop For QuickBooks Checks & Supplies Now

Using an old version of QuickBooks Pro? Save $100 when you upgrade to QuickBooks Desktop 2018.

Purchase QuickBooks Desktop Pro 2018 

 

The post How To Order QuickBooks Checks And Supplies appeared first on Merchant Maverick.

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Harvesting Demand vs. Creating Demand

Creating Demand vs Harvesting Demand

When it comes to most digital channels (think your typical online marketing activities), the focus is often on getting in front of customers who know they need your products/services.

Here’s the catch: eventually, you run into limitations. Why? Because you’re working with existing demand, and existing demand is always limited.

Which means at some point, you’re going to have to create demand for your offering.

But how do you do that? And do you have to choose one versus the other?

Before we dive in too deep, let’s break down the difference between harvesting demand vs. creating demand.

Harvesting Demand vs. Creating Demand

Think of harvesting demand like matchmaking — you’re finding people who are already interested in your product, service, or brand and matching them to whatever you’re offering.

Like I mentioned above, most digital channels focus exclusively on harvesting existing demand. Think about it — both SEO and PPC rely on search volume, which means someone needs to be actively searching for specific terms related to your offering.

There are so many ways to harvest search volume more effectively that the companies that do it well find it to be so cost effective (and generally effective) that they never need to do anything else.

But the truth of the matter is you will always be limited by existing demand — which is where creating demand comes in.

Creating demand is creating new customers who didn’t even know they wanted your product or service. There are infinite possibilities when creating demand… it just happens to be much harder than leveraging existing interest.

At the end of the day, you want to pair them. The key is to know which marketing activities do what and how these two techniques support each other. Let’s break it down a bit further.

How to Harvest Demand

If you’re marketing your business online, chances are you’re already focusing on harvesting demand. That’s because harvesting demand is traditional “inbound” marketing.

Harvesting demand involves two steps – finding where the demand is, and showing up there.

I’ve written dozens of posts about this topic. Here are a few –

  • How To Create an Inbound Marketing Plan for a Local Business.
  • How To Create an Inbound Marketing Plan for Ecommerce.
  • Beginner’s Guide to Keyword Research.
  • How to Find Pre-Qualified Content Ideas.
  • How To Find Trending Social Media Topics.
  • How To Advertise Online Effectively.
  • Here’s an entire podcast on the topic.
  • Most of my newsletter reading recommendations revolve around this theme.

How to Create Demand

Creating demand is a completely different beast. Again, the opportunities are endless. The key is to make people want and need something they didn’t even know they wanted and/or needed.Which, of course, is more difficult than leveraging what people already know they want.

Creating demand can be done in a plethora of ways, but whichever methods you choose, you need two main elements:

A Strong Pitch + Hook

Creating a strong pitch and hook is really a balancing act. If people don’t think there’s a problem, they won’t invest in your solution. But if they don’t think the problem you’re presenting is areal problem, then they also won’t invest in your solution.

And if you can’t make them see theyneed it (which is an emotional response), then they’re definitely not buying.

Take these pet hair removal gloves byPet Ninja. I’m seeing these ads everywhere. Now, as a dog owner, I can appreciate a great grooming tool. But I would never go out of my way to find gloves that would groom my dog as I pet him.

dog hair brush gloves

www.petninja.com

What makes their demand generation strategy so effective is their pitch. Pet Ninja doesn’t craft some imaginary problem (e.g. they don’t try to take a stand against dog brushes). They merely focus on how annoying shedding is, and how their product makes it easy to get rid of it.

They also rope me in with an emotional hook. Look how happy my dog would be without all that extra fur! And he’ll feel like I’m petting him — it’s a win-win!

Another memorable example is the Squatty Potty that went viral in 2017.

Would you ever imagine needing a product to help your toilet posture for better bowel movements? No?

Exactly the point. And yet Squatty Potty created demand out of thin air with a totally new product category that had people going nuts.

The takeaway? A strong pitch outlines a clear problem, but doesn’t over do it. A strong hook adds in emotion. Combine the two, and you won’t just have a new customer… you’ll have a brand advocate.

Urgency / Scarcity

People want what they can’t have. There’s a reason the urgency/scarcity sales tactic has been around forever and is still used: it works!

Something amazing happens you’ve made people realize they need what you’ve haveandyou’ve made them feel emotionally invested, but you tell them they can’t have it yet… people go crazy.

Think about the iPhone — this is essentially the example for creating demand. Before the iPhone, no one gave a thought to needing a smartphone. Now, it’s more necessary than ever.

When Steve Jobs’ first announced this brand new device (that no one knew they wanted or needed), it was a full 6 months before it even launched. Today, Apple is the world’s 2nd largest company because they’ve been able to create their own demand AND add urgency AND create artificial scarcity through constant upgrades. And the best part? They do it over and over and over with each of their products: iPod, iPhone, iPad, Apple Watch, EarPods.

You can create urgency or scarcity in numerous ways — delaying a launch, creating a reservation system, limiting the number of orders. The goal is to make people take action… but only after you’ve made it so they can’t live without whatever you’ve got.

Putting It All Together (Takeaways and Next Steps)

Harvesting vs. creating demand shouldn’t be a this or that situation. It should be all about theand. These two techniques should work together in your marketing strategy.

For example, say you’re selling wood earrings. Your guest post on a beauty blog that doesn’t feature earrings may be designed to generate demand around your product, but this same guest post may also help you rank for the same term for those who are already searching for it.

Inventing branded terms work well here, too. Let’s stick with the jewelry example. Let’s say you invent the term “Angular Jewelry” to describe a class of jewelry, and you generate a ton of demand for it. If that term takes off, you can then harvest demand from it way more easily than you could a generic term.

So what do you do now? For immediate next steps, take a look at your own marketing activities. Where are you harvesting existing demand, and where can you start generating demand.  Bucket your activities and look for opportunities to create a symbiotic relationship.

The post Harvesting Demand vs. Creating Demand appeared first on ShivarWeb.

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Complete Guide To Credit Card Machines And Terminals

We don’t typically think about what happens in the moments after we swipe our debit and/or credit cards. More often than not, we simply run or insert our card into the credit card machine and hope that the cashier doesn’t use the next few moments to initiate small talk. The number in our checking account decreases or the number on our credit card bill increases, and that’s all we care about.

But, to the business owner, credit card processing is exceptionally important and it can play a huge role in your bottom line. There’s a lot of information to take in if you’re a novice when it comes to credit card processing, and you’ll need to decide what elements are most important to your business. Do you need mobility when accepting payments? Will you be accepting transactions online or over the phone? What security measures should you be taking to protect both your business and your customers? What companies are highly rated or come heavily recommended?

We’ll try and answer the bulk of your questions about credit card machines and terminals below.

Credit Card Machines

Credit card technology has evolved rapidly over the years. It doesn’t seem like that long ago when the process involved a terminal with just the option for credit. Then came debit cards. As the internet became the world’s go to for conducting business, the processing game had to change as well. Now, merchants can take payments with readers connected to their phones or tablets — they can even accept payments remotely without the physical card present. This has created a need for increased security which has led to encryption technology and the relatively recent advent of the EMV chip card.

Before we get into that, however, let’s start with some basics about credit card transactions. You have, no doubt, used hundreds of different types of card readers throughout your illustrious tenure as a consumer. But what happens once your card’s magnetic strip has been read? In simple terms, there are three phases involved in actual processing:

  • Authorization: Once your card is scanned, its information is sent over with a request to be processed. The processing request is then sent to the company of the cardholder (VISA, Mastercard etc…). The company sends the request on to the issuing bank. If there are enough funds in the account, and if the card is registered as valid, the purchase is approved. All of this takes place in a matter of seconds, generally speaking.
  • Settling: After a transaction has been approved, it is forwarded on to be cleared via an interchange. When the request is received, a credit is given to the merchant for the amount of the sale. The bank will then issue a statement to the customer in that amount which the customer must then pay off.
  • Funding: So far in the transaction, no actual money has changed hands. After the card has been authorized and the credit is issued, the payment company then makes a deposit into the merchant’s checking account. These funds can generally be accessed in just a few days.

In order to accept these forms of payment, you will need some type of card reader. Your options here have also evolved rapidly in the past couple of decades. The most common type of credit card machine is still the stationary card terminal. This is a machine that needs a physical connection either to a phone line or to the internet in order to process physical cards.

The next type of machine, and one that is rapidly gaining in popularity, is the wireless processor. These often look very similar to a stationary device, using a magnetic strip or chip reader to take a customer’s card information. However, these devices only require a wireless connection, making them far more versatile and mobile for merchants (albeit with slightly higher security concerns).

Finally, you can also accept payments via a virtual terminal, something we’ll get into more thoroughly a little bit later. In short, virtual terminals allow you to take a customer’s card information without that card being physically present.

Of course, within these different machines, you’ll have some other hardware choices to make. One item you may want to look into is a PIN pad. With this device, customers can manually type in their debit card password to process a payment. Debit cards with either a VISA or Mastercard logo can be processed almost identically to credit cards. However, with a PIN pad, a transaction that is specifically run as debit usually costs the merchant a smaller fee. This ends up saving you a lot of money in the long run, particularly on large transactions.

Some point of sale systems have this technology built-in, allowing customers to enter their PIN numbers on a touchscreen. PIN pads encrypt a customer’s information, giving an inherent level of security on those transactions. As previously mentioned, you don’t need a PIN pad to run these types of transactions. A signature debit card is processed just like a credit card, but the money comes directly from a customer’s checking account. However, in most instances, the merchant is still charged the same rate as if the transaction was run as credit.

One of the more recent changes in the world of credit card processing has been the introduction of the chip card. EMV (which stands for Europay, Mastercard, VISA) is a method of payment based on a standard for cards and machines that is meant to dramatically reduce the possibility for fraud when it comes to credit card payments. EMV cards store data in a chip within the card that is scanned when it is “dipped” or inserted into a card reader or payment machine. Companies have been steadily trying to meet EMV standards and the majority of processors and point of sale companies are now EMV compliant or claim to be in the process of becoming compliant in the near future. VISA and Mastercard have also issued standards for card-not-present transactions as a way to increase security measures in the world of eCommerce.

It’s difficult to predict what the future will look like when it comes to payment processing, but one trend that seems like a near sure bet is that consumers will continue to seek out convenience. This means that services like Apple and Android Pay will probably continue to spike in popularity. Given society’s increased dependence on iPhones for everything from communication to driving directions, the ability to pay with one’s phone is something all companies will want to make sure they can handle — sooner rather than later.

Looking for a credit card machine for your business? Buy, don’t lease! 

Virtual Terminals

What is a virtual terminal? Let’s delve in deeper to get a sense of whether or not it’s a solution your business needs. Virtual terminals are online applications that allow customers to input credit card information directly online to then be processed electronically. These terminals allow for transactions to be processed even when a credit card is not physically present. This can be an ideal solution for any business that is highly mobile or conducting transactions remotely with clients.

Many companies, including PayPal and Helcim, offer the ability to use a virtual terminal for payments. The implementation process is exceedingly simple. Generally, for a small, monthly fee, your processor can give you the ability to enter payment information from pretty much anywhere with an internet connection. Most companies will offer a percentage rate and a flat fee for virtual terminal transactions. This fee is often slightly higher than it would be for a typical transaction as card-not-present transactions have a slightly higher risk of fraud.

With PayPal, for example, all you need is a phone, tablet or computer and you can quickly log in to your account and go to the virtual terminal setting. This leads you to a screen similar to one you would see if you were entering your own information online for a purchase. Once the information is entered, you’ll receive confirmation. 

This simplicity and flexibility has made the virtual terminal an increasingly popular way for businesses of all types — not just mail order or eCommerce businesses — to accept payments. An increasing number of companies are now also offering USB card readers that connect directly to your terminal. These automatically take the card information and run it through your virtual terminal, keeping your transactions in the same location but charging you a lower rate since the card is present at the time. Some of these same companies offer pads which can collect customer signatures in the same way. Even with an external card reader, virtual terminals are usually not designed to accept advanced payment types, like contactless payments, from mobile wallets such as ApplePay. If you want to accept contactless payments, you’re better off getting a standard NFC-enabled credit card machine or credit card reader.

Virtual terminals can also take automated clearinghouse (ACH) payments for one-time or recurring transactions. These payments are processed in bunches, meaning the payment is usually received a little later. However, you aren’t subject to interchange fees for these payments.

Obviously, when making or accepting payments where credit card information is simply entered online, security is going to be of the utmost importance. It is highly recommended that you choose a payment provider that encrypts credit card data; this both reduces the risk of theft and the scope of the Payment Card Industry (PCI) compliance.

From there, you will generally have two options.

You can choose a non-validated solution which can cut down the risk of having data stolen. This is an affordable option that is offered by most processing companies, though these solutions are not defined as secure by the PCI. In other words, there is an increased chance that hackers could gain access to encryption keys which could eventually lead to a data breach.

The other option is a PCI point-to-point (P2PE) provider which meets all of the PCI standards and includes secure hardware. Processors that provide this level of protection must accept Merchant P2PE Implementation Responsibilities. Because of this added security, a much smaller number of processors offer this service (although that list is growing). If you are set on providing increased security, you will need to make sure you have hardware that meets these standards — you will also have to submit to regular security check-ups.

Merchant Services

When we talk about merchant services, what exactly do we mean? In simple terms, ‘merchant services’ is a broad term to describe the hardware and software products that make it possible to accept credit and debit card transactions. These companies and services help to connect the issuing bank (the bank that gave your customers their credit cards) and the merchant bank (the bank that is behind your merchant account). In the last couple of decades, this term has expanded to include much more than just your standard terminal scanner. The internet has opened the door for payments to be made online and those purchases can be tracked and managed from your computer or mobile device.

Merchant services providers are any businesses which accept payments (aside from just cash and checks). These can include credit and debit card processors, point of sale terminals, analytic software etc. There are a handful of different kinds of merchant services providers, including:

  • Merchant Account Providers: These providers can set you up with a merchant account and services that allow you to collect your money following a debit or credit card transaction. Some larger companies also come with direct processing services.
  • Payment Service Providers: Even though it’s advisable, it’s not essential to have a merchant account to process payments. Payment service providers, like the ubiquitous PayPal, don’t give you an ID number and are popular because they generally do not come with account fees or long-term contracts. These accounts can be frozen, sometimes without notice, and customer service can be sketchy. However, for smaller or seasonal businesses, payment service providers are a popular choice.
  • Payment Gateway Providers: Payment gateway providers represent a service provider that has emerged with increased popularity of eCommerce. These providers may or may not come with a merchant account. Some give you a choice of using their own merchant account or using a gateway with an existing account. Others only offer a gateway service, meaning you’ll have to have a merchant account from a third party.

When you’re looking at various card processors, there are a few things that you should keep an eye on. Perhaps most importantly you’ll want to research the company’s reputation. Processing payments is a crucial aspect of your business and an unreliable company can give you a lot of headaches (and affect your bottom line).

You’ll also want to compare the costs and potential fees that various processors implement. Square, for example, charges no monthly fee, which is yet another appeal for smaller or mid-sized companies. However, they also implement a 2.75% fee on transactions — if your business takes off and you’re suddenly processing a high number of transactions, those fees will add up and quickly wipe out any savings you’re receiving from not paying a monthly fee.

You’ll also want to doublecheck the compatibility of your processor. If, for instance, you’ve found a point of sale system that you are comfortable with, you’ll want to make sure that the processor integrates seamlessly without additional costs. If you’re forced to set up an aforementioned gateway, you could end up paying a large monthly fee.

To enable transactions, merchants will have to fill out an application. If you’re opening a merchant account, this process can take a little longer than going through a third-party processor. One of the reasons smaller and mid-sized merchants lean towards a third-processing account like Square is that you can be up and ready to take payments almost immediately. The price for that instant gratification, however, is an increased likelihood for potential account freezes later on.

When you’re in the process of picking out a processor, you’ll also want to pay close attention to transaction fees. The best merchant account providers usually offer what is referred to as interchange-plus pricing. This means that the provider takes the wholesale cost of the transaction and tacks on a small, standardized markup. This ensures an affordable and transparent pricing plan. It also means a slightly higher rate for transactions when a card isn’t physically present since those transactions have a higher frequency of fraud. Third-party processors sometimes provide a flat rate for all transactions — this is convenient and offers a simple way to quickly figure out your fees. However, it may not be the most cost-efficient in the grand scheme of things. A company like Square, which offers a flat rate for swiped and dipped transactions, also charges a slightly higher rate for key-in and eCommerce transactions.

There are a few other things you’ll want to watch out for when finalizing your decision about a merchant accounts provider. Along with the potential for account freezes or funding holds, keep an eye on how businesses handle chargebacks (where customers dispute a charge) and fraudulent charges in general. There are ways to mitigate these dangers, of course. You can use fraud management tools, including things like address verification services. Using a chip card terminal also dramatically cuts back on fraudulent charges.

Here are a few of our most highly recommended processing companies:

  • Fattmerchant: Fattmerchant is one of the best companies for eCommerce transactions. Its pricing is transparent without undisclosed fees. There is also a 0% markup, meaning you pay only the wholesale cost plus the monthly fee and a small authorization fee. Fattmerchant also has terrific customer service.
  • Dharma: Dharma provides a full array of processing services and also has a simple, affordable pricing structure without hidden fees. They exclusively use the interchange-plus format and are a particularly good choice for non-profits, as they offer a discount to those companies.
  • Helcim: For slightly large companies, Helcim is a very strong option. While offering a wide range of services, they have extremely competitive rates for companies that process more than $2500 a month. They also have very strong customer service and their fee structure is transparent and easy to understand.
  • Square: For companies that don’t provide a full-service merchant account, Square is the standard bearer. There is no monthly account fee and they offer free or low-cost readers. Square also doesn’t force you to sign up for a long-term contract or charge you for early termination.

Your POS System

Another way to process payments is through your POS or point of sale system. Point of sale systems have come a long way, especially in the past decade. Today, you can virtually run your entire business from one, simple device. With the influx of cloud-based systems, you can make snap decisions and check the status of your operation from anywhere with a wireless connection.

With so many options available, and with point of sale systems offering more and more features all the time, choosing the correct system to meet your needs is an important decision. The first thing you’ll need to decide is whether you want a system that is cloud-based or locally installed. Most companies have been moving toward cloud-based options for numerous reasons. First and foremost, it’s incredibly convenient. All of your data is automatically stored off-premise, so if something happens to your store or to your system, all of your payment, customer, and inventory information is still accessible. These systems are often extremely user-friendly as well, designed to be intuitive with very little training time needed. They tend to be sleek, modern, and visually appealing both to your customers and employees.

Many cloud-based systems also perform routine updates automatically, fixing bugs and adding new features so that you always have the most current software at your fingertips. Along these same lines, the best POS systems sync seamlessly to any number of integrations that can help your business in ways you may not have even considered before.

When you’re looking at purchasing a POS system, there are a number of factors to keep in mind. First and foremost, it’s likely that the cost of the POS hardware and software is going to play a large role. Some systems allow you to purchase your system and all necessary hardware upfront for a flat rate, allowing you to own the software. But if dropping a few thousand dollars isn’t something you’re comfortable with, the majority of point of sale companies offer monthly rates. A few companies, such as Square, offer a free version of their software that is generally suited for small operations, though most other POS software systems run anywhere from $39 to $99 a month for basic services while often offering advanced packages with additional features.

Let’s talk about some features you can expect to find in pretty much any good, modern point of sale system:

  • Inventory Management: Not only can you view all of your stock on hand, you can set your POS to alert you when certain products are running low or, even more conveniently, you can set the system to automatically reorder products when they hit a certain level. This can be an enormous time saver and, in most systems, inventory management can be accessed remotely. You can set up quick transfers across multiple locations and, in many cases, create and print your own purchase orders.
  • Employee Management: Likewise, your staff is easy to track and manage from your centralized POS station. You can set permissions and create alerts for suspicious transactions to cut down on fraud. Employees can be given unique codes when they log into the system and can view their hours and current schedules.
  • Customer Management: Many point of sale systems come with their own built-in loyalty programs or integrate with other companies for a small monthly fee. But these days, your POS can help with so much more when it comes to analytics and marketing. Most systems allow for customer data to be stored and easily searched. Customers can look up their own loyalty points and control their own profiles in some cases. More useful for business owners, however, is the ability for the system to analyze what items are being purchased by certain customers, assessing buying habits and creating personalized marketing campaigns that can be implemented with ease, helping to maximize profits. The same can be done with coupons, targeting customers to boost repeat business.

You will also want to do your research to see what systems specifically cater to your particular business. For example, if you’re opening a pizza shop, you may want to look for a system with built-in features that makes online ordering simple, or functions that allows customers to create a custom order which is then automatically sent to the kitchen, freeing up your employees. There are also niche POS systems for specific types of businesses. Quetzal, one of our highest-rated systems here at Merchant Maverick, is built for the retail industry with a significant bent towards shoe stores.

Many POS software systems have their own app store, like Clover, or integrate with scores of apps that might help your business out tremendously. If you’re technically savvy, most POS providers also give you access to an open API, meaning that you or a developer can create your own apps within the software.

When you’re doing your research there are a number of other features you’ll want to keep an eye on. Definitely check to see what features come in the form of add-ons which will increase your monthly fee. You will also want to make sure you have appropriate, compatible POS hardware. Several companies offer hardware packages that can be purchased directly through their websites.

A robust reporting feature should be available in most highly-rated systems and many offer their own eCommerce platforms, making it easy to set up your own website and sell online, all from your POS device.

Another key factor to research is what credit card processors are compatible with your system. While some offer a wide range of choices, integrating with most major companies, others lock you into a limited number of options or offer their own processing services for credit card payments, for better or worse.

You’ll also want to see what your system has in terms of an offline mode. Most point of sale systems have evolved to now offer at least some offline functionality, but what you can actually do in the case of an outage can vary. Many systems still function as normal, allowing you to process credit cards, encrypt transactions, and store the data to be run once the internet is restored.

It’s difficult to make a decision, but at Merchant Maverick, we’ve come across a number of point of sale systems that we would happily recommend depending on your business.

  • Shopkeep: Shopkeep is routinely on the top of our lists. This simple and reasonably priced system features everything you would expect in a point of sale system. It’s well suited for small to mid-sized retail shops and restaurants with a sleek design, excellent reporting and management tools, and terrific customer service.
  • Revel: For slightly larger restaurants or retail establishments, we often recommend Revel, a product that can manage multiple locations and large amounts of inventory with ease. Revel is intuitive and extremely robust with a top-notch kiosk function and Kitchen Display System.
  • Lightspeed: Lightspeed is another highly rated company and offers both a Retail and Restaurant product. Lightspeed has great customer service and is easy to set up while also providing intuitive front end and back end features. It also has an excellent and simple to use eCommerce platform.
  • ERPLY: ERPLY is one of the top retail point of sale systems that we’ve reviewed. One of its biggest features is the ability to integrate with most major credit card processors. It also has terrific shipping integrations and excellent customer management tools, particularly when it comes to loyalty.

Final Thoughts

There is obviously a lot to process when it comes to… well… credit card terminals and payment processing. If you’ve made it this far, hopefully you’re feeling a little more confident about your knowledge of credit card processing machines, virtual terminals, merchant services, point of sale systems, and what you should be looking for from the various companies that provide this technology. Make sure you have a good grasp on what each company charges for different transactions and what might be the best option for your type and size of business. Also don’t overlook things like a company’s customer service reputation. It’s a competitive market and you have the ability to make sure you end up with a credit card terminal and processing system that can best help your business thrive.

Interested in learning more? Download our free Beginner’s Guide To Payment Processing.

The post Complete Guide To Credit Card Machines And Terminals appeared first on Merchant Maverick.

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How To Print, Pack, And Ship With FedEx Office

As an online seller, you’re a busy person. Between managing your website’s design and processing incoming orders, you barely have enough time to restock your packaging materials, much less create and print new marketing inserts!

If this is you, it might be time to look into FedEx Office. You know FedEx as a shipping carrier that helps you get your products to your customers’ doorsteps, but they also offer a range of other services that can help simplify your business operations. And if you’re already using FedEx for your shipping, these services should fit right into your current business model.

Take advantage of FedEx Office’s free shipping supplies and DIY design and printing services for marketing materials. If you need a few extra hands, look into FedEx’s packing and design services for assistance.

Read on to learn how you can order free packaging materials and design and print your marketing inserts at your local FedEx store.

Get Started With FedEx Office

Packing & Shipping Supplies

One of FedEx’s best services is their free-to-order shipping supplies.

If you are using FedEx Express for your shipments, you can order FedEx boxes and filler material for free online. Those packages will be delivered to your doorstep within 2-5 business days. Take a look at a list of available packaging materials below, or view this webpage which includes a bit more detail about each option.

Or, if you already have a FedEx account, you can go one step further and login to your account in order to start ordering packaging materials.

Here’s a selection of those supplies:

  • FedEx Envelope
    • Best for papers. Must not exceed 500 grams.
  • FedEx Pak
    • For larger papers. Must not exceed 2.5kg.
  • FedEx Padded Pak
    • Tear and water resistant, for heavier documents that need protection. Must not exceed 2.5kg.
  • FedEx Small Box
    • Self-assembly box, for small documents and items. Must not exceed 9kg.
  • FedEx Medium Box
    • Self-sealing box, for binders, books, and large documents. Must not exceed 9kg.
  • FedEx Large Box
    • Self-sealing box, for large stacks of paper, heavier items, etc. Must not exceed 13kg.
  • FedEx A4 Box
    • Self-sealing box for shipping internationally. Must not exceed 9kg.
  • FedEx Tube
    • Self-sealing tube for posters, photos, etc. Must not exceed 9kg.
  • FedEx 10kg Box
    • Fixed rate via the FedEx International Priority Service.
  • FedEx 25kg Box
    • Fixed rate via the FedEx International Priority Service.
  • FedEx Clinical Pak
    • For shipping noninfectious clinical material. Must not exceed 9kg.
  • FedEx UN 3373 Pak
    • For shipping potentially infectious clinical material. Must not exceed 9kg.

For step-by-step instructions on ordering your FedEx shipping supplies online, take a look at this video:

If you choose to go the DIY route for packing, FedEx also provides several pages of advice on how to best pack specific items. Take a look at FedEx’s Service Guide, Packaging Help Hub, and Express Packaging and Labelling Tips.

Alternatively, if you’d prefer FedEx did the packaging on your behalf, that’s an option too. Just take your shipments to a FedEx store nearby, and they will bubble wrap and box your products right there. Take a look at FedEx’s information on these packaging services and view their list of available boxes below:

  • Standard boxes
  • Specialty boxes
  • Bulk boxes
  • Packing supplies

In my opinion, if you’re shipping more than twenty items a week, it’s a better idea to go with the self-packaging options. The materials are free, and after a bit of practice, you’ll be a packaging expert just like the employees at FedEx.

Get Supplies From FedEx Office

Marketing Materials

In addition to their shipping services, FedEx also offers design and printing services for your marketing materials. Create custom marketing materials in-store at the FedEx Office or use an available template to design your materials online.

You’ll be able to create the following items:

  • Banners
  • Business Cards
  • Brochures
  • Direct Mail
  • Flyers
  • Mounted Posters
  • Postcards
  • Posters
  • Presentations
  • Resumes
  • Sell Sheets
  • Signs
  • Design Services
  • Use Design Templates
  • Canvas Prints
  • Invitations
  • Manuals
  • Backlit Prints
  • Photo Posters
  • Car Magnets
  • Decals

Follow the links above to view pricing for each item based on size and materials.

You can pick up your order at a FedEx Office location or have it shipped to you. FedEx offers free shipping on orders of $100 or more.

FedEx is also currently offering a coupon for their printing services. Get $5 on orders of $25 or more.

Start Printing With FedEx Office

Final Thoughts

If you’re looking for an easy way to print your marketing inserts, posters, and business cards while getting your shipping done, FedEx Office might be the way to go.

Of course, you’ll need to consider that these FedEx printing services come with some cost, and though the prices are generally very reasonable, you may be able to find lower prices elsewhere. Shop around before you make your decision!

No matter what you decide on the printing services, one thing is certain: If you are using FedEx Express to ship your packages, you absolutely must take advantage of FedEx’s free shipping supplies. Just order the items you need online, and have those supplies delivered directly to your workspace in just a few days.

For more information on what FedEx can offer your business, take a look at their website. Or, for a comparison of FedEx’s shipping services with other major shipping carriers, head over to our article USPS vs UPS vs FedEx: Which Shipping Carrier Is Best?

Get Started With FedEx Office

The post How To Print, Pack, And Ship With FedEx Office appeared first on Merchant Maverick.

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Should I Use Yelp for Business Owners?

We’ve all heard of Yelp. You might think of it simply as a helpful website that advises you to steer clear of that new Asian-Fusion place on Main Street (the service is terrible and you will get food poisoning). Based on how fellow customers rate restaurants and other businesses on a five-star scale, you can make decisions about whether various establishments are worth your time. You can even see pictures of locations, plates of food, menus, hotel rooms, and more.

But there is more to Yelp than just customer reviews of local services. On the other side of the curtain is a whole array of business tools designed to bring more customers through your doors. Functioning much like a social media account, Yelp for Business Owners lets you post pictures, interact with customers, and even buy targeted advertising to help grow your business. Ranging from free options that allow you to “claim” your business to paid subscriptions providing advertisements and high-quality video support, Yelp for Business Owners might be just the thing you have been looking for to give your business a boost.

But is it worth the expenditure? What can Yelp for Business really do for you? Read on to find out.

Do I Have To Pay To Create A Yelp Account For My Business?

Yelp for Business is free on the most basic level, but there are paid options if you want more features. Let’s take a closer look at the costs involved.

Free Tools:

The basic concept behind the free tools is that you can claim your business and establish a greater presence through Yelp. In many cases, your business will already be on Yelp, with positive and negative reviews, photos, and traffic already present. By claiming your own business, you will be able to gain some control over that content, including the ability to respond to reviews and add your own photos. In most cases, and especially if your business is already rated and reviewed on Yelp, there is no reason not to at least check this version of Yelp for Business out.

Self Service:

If you want to take advantage of Yelp’s proven popularity with consumers, you may find it advantageous to try their advertising service. The self-service option allows you to set your own budget for ads and will target people searching similar services to yours within your area. Yelp does not post their prices publically, but I found a general consensus among small business owners that pricing starts at $350 per month. Opting for this plan also allows for an “upgraded slideshow,” and removal of competitor ads when potential customers are looking at your Yelp page.

Full Service:

Signing up for the Full Service option gives you the opportunity to add a video to your Yelp profile, as well as a “call to action button” on your page. Both of these make your Yelp page stand out from competition, which could be valuable if there are lots of similar businesses to yours in your area. The Full Service package also includes support from Yelp’s own team of marketing experts, who will be on hand to help you craft your ads and deal with bad reviews and difficult customers.

How Easy Is It To Use Yelp For Business?

By all accounts, Yelp for Business Owners is very straightforward to use. It is easy to add photos and respond to customers on Yelp’s web platform. Designing an ad campaign is a little more difficult, but that mostly comes down to your own marketing decisions. So far, so good. However, if you do decide to sign up for Yelp’s advertising (hoping to take advantage of Yelp’s high trust rating with internet users), be aware that some things just aren’t possible. Hoping to set geographic boundaries for your advertisements? No can do. Want to specify particular keywords to direct traffic your way? Big nope there. So while the actual operating of Yelp for Business is pretty easy, the lack of things to do does not bode well for the app.

Are There Downsides To Using Yelp?

Well, we have partially answered that question already. The limitations on your advertising potential are a huge drawback for a platform that is supposed to be all about advertising for local businesses. Unfortunately, the bad news does not end there. In addition to being a little opaque in terms of usability, Yelp for Business is expensive. With prices starting at $350 per month and only increased from there, you will be paying exponentially more for Yelp than you would for Google, Facebook, or other ads. On top of that, I read reports from several users (read: most that I saw) claiming that it can be hard to determine just how effective those ads really are. Proponents of Yelp talk about the excellent reputation the site has with consumers and how often users visit an establishment once they look it up on the site. But actually finding how those statistics apply to small business owners can apparently be rather difficult.

On top of that, Yelp’s customer service reps can be charitably described as… persistent. I ran across more complaints about this aspect of Yelp for Business Owners than any other. Once you make it known to Yelp that you might be interested in an advertising contract, they push for it hard, even to the point of insisting that a higher price will be so beneficial to your business that you can’t afford not to give in and sign up. As a small business owner myself, I can’t imagine the frustration of continually having to defend my own decision to limit my budget below what a sales rep thinks is wise. After all, the business is mine.

Final Thoughts

Yelp is a proven platform that users–your future customers–trust almost implicitly. That said, Yelp for Business can be expensive, on the opaque side, and possibly less effective than advertised. My own take on it is this: signing up with Yelp for Business Owners is worthwhile if you already have a significant following on the platform. If your business already has positive reviews and has a decent history, you may as well at least claim your business on Yelp and upload some official photos. It might even be worth it to give in and pay for some ads. Just make sure you have a strategy in place for using Yelp for your business marketing.

If your business is brand new and has little to no Yelp presence, you may not want to go beyond confirming your business. At the very least, you should wait for a more established footprint on this review site before paying at all for their advertising; your money will just be better used elsewhere.

Get Started With Yelp For Business Owners

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10 Best Domain Registrars And Web Hosting Services Of 2018

domain registrars

If you’re planning to create a website, you’ve probably spent a lot of time considering how exactly you want to build it, who to hire to build it if you don’t want to build it yourself, the features and/or apps you want to include, how to monetize your site, and so on. One thing to which you may not have devoted much deliberation, however, is which domain registrar to purchase your domain from and which web host to go with.

What is a domain registrar? For those new to the technical aspects of getting a website online, a domain registrar is the service through which you reserve your site’s domain for an annual fee. Want to create a website at www.catfoodart.com? You’ll need to reserve catfoodart.com with a domain registrar first. Common domain extensions are .com, .org, .gov, .edu, etc. Most businesses will use a .com extension, though some go other routes.

What is web hosting? And how web hosts related to domain name registrars?

Importantly, a domain name registrar service is not the same thing as a web hosting service. Web hosting is the practice of storing the actual files that comprise your website on a physical server. The difference between a domain registrar and a web host is obscured by the fact that many domain registrars also offer web hosting (and vice versa). For the sake of convenience, many website owners choose to reserve a domain with the same company they use for web hosting, though there are some in the field who advise against this. Just know that despite the fact that many companies offer both domain registration and web hosting, they are, nonetheless, separate services.

What is the best domain name registrar? Who offers the most comprehensive web hosting services? Good questions! In this article, we’ll explore some of the leading domain registrars and web hosting sites.

1) BlueHost

domain registrarsBlueHost has become known as an easy-to-use domain registrar/web host and a solid choice for those seeking to get a site online for the first time. In fact, BlueHost is one of only three web hosts to receive an official recommendation from WordPress.

As BlueHost’s pricing currently stands, a .com domain will cost you $11.99 for the first year and $15.99 for all subsequent years. Unfortunately, if you want domain privacy protection so that your name, email address, phone number, and home address aren’t publicly available for doxxing, that will cost you an additional $14.88 per year.

If you decide to go with BlueHost as your web host as well as your domain registrar, you can get a domain with no extra cost. BlueHost’s hosting packages differ wildly in their pricing, as the company offers many different types of hosting, but in terms of shared hosting — the most common type of website hosting — BlueHost’s packages currently start at just $2.95/month, though this is subject to change. Furthermore, the $2.95/month Basic plan becomes more expensive if you buy your hosting package for less than a 36-month term and/or if you add on such things as domain privacy protection, SiteLock security, and BlueHost SEO tools.

Alternately, BlueHost offers WordPress-optimized hosting, cloud hosting, VPS hosting, and dedicated hosting.

If you’re interested in BlueHost as a domain registrar and/or web host, check out its offerings at its website.

Visit the BlueHost website

2) GoDaddy

GoDaddy is more than just a widely recognized brand and controversy magnet. With over 75 million domains registered for over 17 million users worldwide, GoDaddy is the world’s biggest domain registrar. Let’s take a look at just what they have to offer.

GoDaddy is known for eye-popping first-year prices. To this end, they currently advertise an extraordinary deal: you can register a .com domain for just $0.99 for the first year, renewing at $14.99/yr. However, if you want domain privacy protection — and you probably do; it’s a really good idea! — your first-year price will jump by $7.99, the cost of privacy protection for the first year (it’s $9.99 each subsequent year).

On the hosting side, GoDaddy offers a host (haha) of options, with the cheapest hosting option being their Economy shared hosting package, which goes for $2.99/month and includes a free domain for the length of your subscription before renewal. However, as with BlueHost, the $2.99/month price only applies if you lock in your subscription for 36 months. Add-ons like SSL security and website backup will boost the price further.

GoDaddy also offers a website builder called GoCentral for those who want a domain, web host, and website builder all from the same source. Read my GoDaddy GoCentral review to learn more!

To get further details on GoDaddy’s products, visit GoDaddy’s website.

Visit the GoDaddy website

3) BuyDomains

domain registrarsUnlike GoDaddy and BlueHost, BuyDomains is strictly a domain registrar. BuyDomains owns many in-demand domains, so if your desired domain is under the company’s ownership, you can simply purchase it and it will be yours. These are premium domains, however, and they typically run upwards of $500-$800 apiece.

BuyDomains also lets you register a new domain. You can buy a domain for anywhere from one year to 10 years, but the price will remain the same: $24.95 a year for a .com. Domain privacy will set you back another $9/yr. Other available add-ons include an SEO tool ($50/month), SiteLock security ($35-$120/yr), and listing your business URL at whoisbusinesslistings.com ($20/yr).

Visit BuyDomains’s site at the link below if you’re interested.

Visit the BuyDomains website

4) CloudWays

web hostingAs the name would suggest, CloudWays specializes in cloud hosting. Cloud hosting differs from shared hosting in that your site is hosted on a cluster of servers, not just one single server. Unfortunately, CloudWays doesn’t offer domain registrar services.

CloudWays’s hosting packages currently start at $10/month and top off at $1,035/month. You’ll get escalating levels of RAM, processor speed, storage, and bandwidth with each subscription level.

web hosts

With so many hosting options, it’s all the easier to select just the package you want with the features you need.

Visit the link below to find out more about CloudWays.

Visit the CloudWays website

5) Domain.com

domain registrarsDomain.com is… wait for it… an internet domain registrar! As it happens, Domain.com offers hosting as well, so the name doesn’t tell the full story. In other words, Domain.com is about more than just…domain names.

A new .com domain from Domain.com costs $9.99/yr and comes with URL forwarding, email forwarding, DNS management, and transfer lock. Domain privacy will cost you an additional $8.99 per year.

Domain.com offers a broad range of hosting options. The cheapest packages come in the form of their Basic hosting packages, which cost $3.75/month for the Linux version and $4.75/month for the Windows version. Sadly, these hosting plans don’t include the cost of registering a domain. The Deluxe hosting package, by contrast, includes hosting, a free domain name, use of Domain.com’s drag-and-drop website builder, and personalized email for $6.75/month.

Additionally, Domain.com’s VPS hosting plans start at $29.70/month.

Click the link below to get more information on Domain.com’s domain registrar services and web hosting packages.

Visit the Domain.com website

6) HostGator

domain registrarsHostGator is another internet company offering domain registrar services, web hosting, and a drag-and-drop website builder — the web trifecta. HostGator’s shared web hosting is highly regarded in the industry.

If all you want is a domain, HostGator has you covered — .com domain names will cost you $12.95 a year, though domain privacy protection will set you back an additional $14.95/yr. If it’s a hosting package you’re after, HostGator’s Hatchling plan sells for $2.75/month and includes a domain for no additional cost. HostGator’s Baby plan and Business plan both offer unlimited free domains and cost $5.95/month as things stand.

If you want hosting, a domain, and a website builder, take a look at HostGator’s Starter plan for all-in-one hosting and site-building. For $2.75/month you get a domain, hosting, and a website builder. And for $9.23/month, you can get eCommerce on top of all that with HostGator’s eCommerce plan.

For more on what HostGator has to offer, check out the company’s website below.

Visit the HostGator website

7) DreamHost

domain registrarsDreamHost is akin to HostGator in that it offers the would-be webmaster the ability to get a domain, web hosting, and a website builder from the same source.

If you’re just looking for the cheapest domain registrar you can find, DreamHost offers up solid value. A .com domain will cost you $11.95 for the first year and $13.95 each subsequent year. What makes this a great deal is the fact that domain privacy protection is included at no additional charge.

On the hosting side, DreamHost’s shared hosting plans start at $7.95 a month and includes one free domain and privacy protection. DreamHost also offers VPS hosting, dedicated hosting, cloud hosting, WordPress hosting, and WooCommerce hosting.

DreamHost’s website builder hosting package starts at $4.95/month and includes hosting and a free domain for one year. However, when the domain comes up for renewal in a year, you’ll have to pay the regular domain rate for it.

Check out DreamHost’s site below to learn more.

Visit the DreamHost website

8) FatCow

web hostingFatCow is another internet company offering the trifecta of domains, web hosting, and website building. FatCow’s website gives off something of a dated vibe, but let’s take a closer look at the company anyway!

On the domain side, you can register a new .com domain for $10.99/yr, though domain privacy will cost you another $9.99/yr. As for FatCow’s web hosting, the standard shared hosting package can be had for $4.08/month for the initial term and $12.95-$14.95/month subsequently, depending on the length of the term. A domain, a website builder, and an online store building tool are all included in the price, though domain privacy is not.

To learn more about FatCow and their web offerings, you know what to do.

Visit the FatCow website

9) iPage

web hostingLike the previous three companies I’ve mentioned, iPage offers domain registrar services and web hosting and throws in a website builder to boot. And like GoDaddy, the company offers an eye-catching introductory offer to would-be site owners.

If it’s just domain names you’re after, iPage offers .com domains at $10.99 per year, with domain privacy costing an additional $9.99 per year (renews at $12.99/yr). On the hosting side, iPage offers web hosting for just $1.99/month for the initial term. Tempting, eh? This hosting package includes unlimited domains (domain privacy is still extra though), a website builder, free email addresses and free marketing tools. However, when it renews, it will renew at the regular rate — $7.99 to $9.99 per month, depending on your chosen term length.

Check out iPage’s website if you’re intrigued.

Visit the iPage website

10) WPEngine

domain registrarsWPEngine is a web host that, unsurprisingly, focuses on one thing: managed WordPress hosting. WPEngine is not a domain registrar, so you’ll have to get a domain somewhere else.

WPEngine’s WordPress hosting options are as follows:

WPEngine’s cheapest plan goes for $35 a month and includes all the features you see above. While $35/month is significantly more expensive than the cheapest/most basic hosting plans offered by the other web hosts I’ve mentioned, it’s actually pretty competitive in the world of WordPress hosting.

Looking to take a WordPress site to the next level? Check the link below and look into WPEngine.

Visit the WPEngine website

Final Thoughts

A post like this can only scratch the surface of what’s available online in terms of domain name registration and web hosts, considering the countless such options in existence. However, by providing an overview of some of the better-rated and higher-profile companies operating in these spaces, I hope to give you an idea of what you should expect to pay for these services and what features to be on the lookout for.

The best domain registrar for your website will depend on a number of factors, including the domain extensions you want, whether you need SSL certificates, how long you intend to use your domain and whether you need to purchase an existing domain. The best web hosting service, on the other hand, will depend on your need for good customer support, whether you want eCommerce built-in, and your preference for shared servers vs VPS. Some businesses may want to find a web hosting company that offers packages for both domain registration and hosting.

Building a web presence isn’t rocket science. Just make sure to do your due diligence before signing up for a multi-year hosting/domain deal — you don’t want to be locked into an inadequate hosting arrangement!

The post 10 Best Domain Registrars And Web Hosting Services Of 2018 appeared first on Merchant Maverick.

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Best Nonprofit Integrations For QuickBooks Online

Best Nonprofit Integrations For QuickBooks Online

Finding accounting software is never easy. Finding nonprofit software is no walk in the park either. But finding nonprofit accounting software that you can actually afford can seem downright impossible.

Sure there are plenty of fund accounting nonprofit options, but if your organization is looking for something easier to use and more affordable, QuickBooks Online may be the perfect way to go.

While QuickBooks Online doesn’t have features that are specifically designed for nonprofits, it does have several key nonprofit integrations. With QuickBooks Online covering the accounting and a nonprofit software covering your nonprofit management, you may be able to find a great alternative to traditionally expensive, convoluted fund accounting.

In this post, we’ll cover the top four nonprofit integrations for QuickBooks Online and how to choose which nonprofit software is right for you.

Overview Of QuickBooks Online

QuickBooks Online (see our review) is one of the most popular accounting programs on the market — and for good reason. The software offers strong accounting, tons of features, and is completely mobile. This cloud-based accounting software has been giving other programs a run for their money since 2004, and since then, QuickBooks Online has grown to support over 2.2 million users.

What makes QuickBooks Online such a popular choice? It’s easy to use and requires very little previous accounting knowledge. It has a large feature set at an affordable price — and what features it doesn’t have are covered by 200+ integrations. While the customer service has left users wanting in the past, QuickBooks Online is working hard to improve their support.

In terms of nonprofits, QuickBooks Online doesn’t offer nonprofit-specific features. When you create your QuickBooks Online account, you can mark your company as a nonprofit, which will create a customized nonprofit chart of accounts, but that’s about it. Instead, the main benefit of using QuickBooks Online for nonprofits is the strong accounting (and the nonprofit integrations, which we’ll cover in this post).

Features

For the most part, QuickBooks Online is intuitive and its features are easy to use. QuickBooks Online covers all of the features you’d expect from an accounting software, like invoicing, estimates, contact management, expense tracking, project management, time tracking, and then some.

Best Integrations For QuickBooks Online

You’ll also find key accounting features like accounts payable, bank reconciliation, reports, and a chart of accounts.

Some of our favorite additional features include:

  • Inventory
  • Budgeting
  • Printing checks
  • Tax support
  • Client portal
  • Multi-currency support
  • Class tracking

It’s also worth noting that QuickBooks has one of the best invoicing features out there. Not only are the templates customizable and attractive, you can also autoschedule invoices to automate your billing process.

The only downside of QuickBooks Online is that some of these features are only available with the most expensive plan, and the software doesn’t support more than 25 users. See our full QuickBooks Online review for details.

Pricing

QuickBooks Offers three pricing plans ranging from $15/mo – $50/mo. Each tier gives you access to more user and features. There is a free 30-day trial if you’d like to test the software before buying.

The highest plan only supports 5 users, so you’ll have to pay extra for additional users. Payroll is also an additional $39-$99/mo depending on your plan. Luckily, QuickBooks Online often offers a discount on the Intuit website. Be sure to take advantage of this, especially because you’ll have to pay for QuickBooks Online and the nonprofit integration of your choice.

Now that you have an idea of what QuickBooks is capable of and how much it costs, let’s see how your nonprofit organization can benefit from one of the QuickBooks Online nonprofit integrations.

1) SumacBest Nonprofit Integrations For QuickBooks Online

Best For…

Nonprofit organizations looking for a highly customizable nonprofit software and CRM solution.

Sumac is a locally-installed nonprofit software founded on the motto “do more good.” The software offers everything from basic CRM to pledges, course registration, auditions and submissions, and more. The best part about Sumac is that the software is incredibly customizable and can be tailored to fit your organization’s specific needs. Well, maybe the best part is that the basic CRM package is completely free. We’ll let you decide.

Features

Sumac has an incredible number of features that are relatively easy to use. The design of the locally-installed version of Sumac is less attractive than the other nonprofit software options in this post, but if you can look past the outdated UI, you’ll find that Sumac is easy to navigate.

The software begins with basic CRM features: invoicing, contact management, reporting, email marketing, donation management, event management, and time tracking. These features are included in every plan.

Best Nonprofit Integrations For QuickBooks Online

You can then add these additional modules to Sumac:

  • Memberships
  • Volunteers
  • Grant management
  • Pledges
  • Ticketing
  • Reminders
  • Course registration
  • Forms
  • Tour booking
  • Proposals/prospecting
  • Auctions
  • Sales
  • Auditions and submissions
  • Job search
  • Collection management
  • Awarding grants

In general, users seem incredibly happy with the number of features they receive from Sumac. They also praise Sumac’s customer support, how easy the software is to use, and how customizable it is.

Pricing

Sumac offers four different pricing plans: Bronze, Silver, Gold, and Platinum. Each plan varies in the number of add-ons, contacts, and users available. Each plan integrates directly with QuickBooks Online to connect all of your data.

  • Bronze: The Bronze plan is free and includes all basic CRM features, email support, 1 user, and up to 500 contacts.
  • Silver: The Silver plan is $20/mo and gives you the basic CRM features, 2 add-ons, phone and email support, support for 1 user, and up to 1,000 contacts.
  • Gold: The Gold plan is Sumac’s custom pricing option where you can add the exact number of add-ons that your organization needs. It also includes the Basic CRM features, phone and email support, unlimited users, and up to 30,000 contacts.
  • Platinum: The Platinum plan is $400/mo and includes the basic CRM features, 5 add-ons, phone and email support, unlimited users, and unlimited contacts.

If you prefer cloud-based software over locally-installed software, you can upgrade to the cloud version of Sumac for an additional $25/mo.

Takeaway

Sumac is a great option for nonprofits who need a customizable software with ample features. Sumac has the only free nonprofit software option on this list and is also the only locally-installed option. If you are looking for a cheap nonprofit CRM, you can’t beat Sumac. Pair Sumac with QuickBooks Online and you may have a winner on your hands.

To learn more about Sumac, visit their website and take the software for a spin with their free trial. You can also schedule a demo of Sumac.

Get Started With Sumac

2) KindfulBest Nonprofit Integrations For QuickBooks Online

Best For…

Nonprofits in need of a cloud-based nonprofit software with ample integrations. 

Kindful is a fully-featured, cloud-based nonprofit software that is used by organizations like the Special Olympics, the Boys & Girls Clubs of America, and Habitat for Humanity. Kindful has been helping nonprofits since 2011. Their motto is “your mission is our mission” and they offer tons of features to help nonprofits succeed. The software is intuitive with a beautiful design and offers the most integrations of any nonprofit program on this list.

Features

Kindful’s UI is both appealing and easy to use. While Kindful doesn’t have quite as many unique features as Sumac, the features it does have are done well. Kindful offers contact management, donation management, event management, pledges, letters, and more.

Best Nonprofit Integrations For QuickBooks Online

Kindful is well-suited out to meet the needs of real nonprofit organizations. You can accept online donations and recurring donations, create contact groups, enter gifts, and email receipts automatically. There is also an unlimited number of customer donation pages, and donors receive their own Kindful login where they can view and manage their pledges and donations.

Some other great Kindful features include:

  • Donation campaigns
  • Scheduled reports
  • Activities
  • Donor analytics
  • Tax receipts
  • Activity trail

For the most part, Kindful has positive customer reviews. Users appreciate how easy the software is to use, which saves them time so they can focus on their nonprofits.  They also find the customer support team helpful and enjoy the 30+ integrations Kindful offers.

The only downside is that the software can be a bit spendy for smaller nonprofits with a large number of contacts.

Pricing

Kindful offers four different pricing plans. Each plan comes with all of the same features; the only difference is the number of contacts available. Each plan integrates with QuickBooks Online as well.

  • Up To 2,000 Contacts: $150/mo (billed annually)
  • Up To 5,000 Contacts: $200/mo (billed annually)
  • Up To 15,000 Contacts: $300/mo (billed annually)
  • Up To 25,000 Contacts: $400/mo (billed annually)

There is no additional charge for tech support and the only payment processing fees you pay are those charge by your specific payment processing company (i.e. Stripe, PayPal, etc.).

Takeaway

Kindful’s UI and customer donations pages make it a great choice for nonprofits. The software offers great CRM features and good donor management, as well as a unique donor login feature. If integrations are important for your organization, Kindful has the most offerings out of all four programs in this post.

To learn more about Kindful, visit their site and schedule a demo. You can also see how other real-life nonprofits are using Kindful in their customer stories.

Get Started With Kindful

3) BreezeBest Nonprofit Integrations For QuickBooks Online

Best For…

Small to medium-sized churches in need of church-specific nonprofit software.

There are plenty of nonprofit programs out there that churches could make work, but Breeze wanted to make a software specifically create with churches in mind. This church management software is ideal for small to medium churches. The software is cloud-based, easy to use, and — best of all — it’s affordable.

Features

Breeze offers an impressive number of features designed specifically for churches. It allows you to manage contacts, tithes, and events, as well as online giving and volunteers.

Best Nonprofit Integrations For QuickBooks Online

One of the features users love most about Breeze is the children’s ministry check-in feature. Breeze allows parents to check in their children to Sunday school and even lets you print name labels. You can also create custom forms to suit your church’s needs.

Church members get their own Breeze login where they can view their statements and donate online.

Other Breeze features include:

  • Event registration
  • Contact groups
  • Built-in emailing and texting
  • Donation tracking
  • Reports
  • Year-end statements
  • Pledges

Existing Breeze users praise the software for being so easy to use that everyone in their church can learn it, no matter what level of tech experience. Users also praise the customer support and the low cost of the software.

The only potential drawback we see with Breeze is that larger churches may outgrow the software’s capabilities.

Pricing

Breeze has a single cost of $50/mo. This includes every Breeze feature, unlimited users, phone support, email support, upgrades, and even data transfers.

Takeaway

When it comes to churches, there are very specific needs and requirements that a software must meet. Breeze offers the key features churches need, all while maintaining an affordable price. The software is easy to use and has a beautiful UI, and you can’t top unlimited users.

To see if Breeze is right for your church organization, schedule a demo or sign up for a free trial on Breeze’s website.

Get Started With Breeze

4) NeonCRMBest Nonprofit Integrations For QuickBooks Online

Best For…

Nonprofits in need of a comprehensive CRM solution.

NeonCRM is a cloud-based nonprofit software founded back in 2004. Over 85% of NeonCRM’s staff has a nonprofit background, so they know exactly what nonprofits need. With several pricing plans and a nice selection of features, there’s a little something for everyone with this software.

Features

NeonCRM has an attractive UI that is well-organized and highly developed. A few users have complained that the software is unintuitive at times, but the majority find NeonCRM easy to use.

The software offers a good number of features, including contact management, volunteer management, donations, event planning, and more.

Best Nonprofit Integrations For QuickBooks Online

If you go with the smallest NeonCRM pricing plan, you’ll have to choose between either the fundraising or membership module, though with any other plan you get access to both. NeonCRM has good automations like automatic receipting and batch donations. You can also create custom fundraising pages and can even indicate the relationship between contacts.

Like Kindful, users get their own contact login where they can view their history and manage donations.

In addition, NeonCRM offers:

  • Campaigns
  • Thank yous and gifts
  • User permissions
  • Volunteer project management
  • Prospects
  • Grants
  • Event registration
  • Reports
  • Letters

In terms of customer reviews, NeonCRM receives relatively high praise. Users appreciate the software’s ease of use and praise the customer support team. The software also offers a handy MailChimp integration.

The only drawback of the software is that it can get a bit expensive.

Pricing

NeonCRM has three different pricing plans: Essentials, Impact, and Empower. The exact cost of each plan varies depending on how many contacts you need and if you need data entry assistance.

  • Essentials: Starts at $50/mo. Must choose between fundraising or membership. Includes event management, campaigns, automatic receipts, reports, contact management, and volunteer management. Does not include a QuickBooks Online integration.
  • Impact: Starts at $110/mo. Includes both fundraising and memberships. Includes all of the features from the Essentials plan, plus web forms, online store, customer survey builder, peer-to-peer fundraising, and a QuickBooks Online integration.
  • Empower: Starts at $200/mo. Includes all of the features form the Impact plan, plus donor search, live chat, and visual phone support.

Customer support may cost extra depending on the plan. Download NeonCRM’s pricing .pdf for all of the details.

Takeaway

NeonCRM is a comprehensive CRM solution with a few great nonprofit additions. The software is beautifully designed and is a great choice for organizations seeking to build an appealing online presence and brand. While Neon CRM can get expensive (especially considering that the QuickBooks Online integration is limited to the two higher plans), it may still be worth it for some medium to large-sized nonprofits.

Learn more about NeonCRM on their website, or contact NeonCRM directly for a free trial or demo.

Get Started With NeonCRM

Which Nonprofit Software Is Right For Me?

When it comes to choosing the perfect nonprofit software to integrate with QuickBooks Online for your organization, think carefully about your nonprofit’s needs. Which features do you need? How many users need to use the software? Do you need cloud-based software or mobile apps? All of these factors, as well as your budget, will determine which nonprofit software is right for.

QuickBooks Online does have two other donor management integrations — Method:Donor and Donor Receipts — if you need an even simpler solution. That said, Sumac, Kindful, Breeze, and NeonCRM are your best bets if you want to integrate fully-featured nonprofit software with QuickBooks online.

If you’re still not certain if QuickBooks Online is the best choice for your nonprofit, take a look at our Top 10 Best Nonprofit Accounting Apps For 2018 for more options.

The post Best Nonprofit Integrations For QuickBooks Online appeared first on Merchant Maverick.

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Stripe VS Braintree

Stripe VS Braintree
✓ Products & Services ✓
Fees & Rates ✓
✓ Sales & Advertising Transparency ✓
✓ Contract Length & Cancellation ✓
Customer Service & Technical Support ✓
Negative Reviews & Complaints ✓
✓ Positive Reviews & Testimonials ✓
Final Verdict  Winner
Read Review Read Review
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Overview

If you need a tech-driven platform to power payments for your business, Braintree Payment Solutions (read our review) and Stripe (read our review) should be at the very top of the list. In addition to very strong developer tools with support for multiple programming languages, both companies are global service that can reach customers all over the world. But does one company excel more than the other? In the Stripe vs. Braintree debate, which company comes out on top?

Here’s the good news: Because their core offerings are so similarly aligned, it’s really easy to draw direct, apples-to-apples comparisons. And in most regards, Stripe and Braintree are very similarly matched. They both cater to some very large and/or very innovative businesses with industry-leading tools for online and mobile commerce, global business, and subscription/billing management.

Before committing to either of these platforms, it’s important to understand that to make the most of them you need advanced coding knowledge or a developer. You can go it alone with minimal knowledge, but you’ll be unable to harness the full potential of Stripe and Braintree. If you’re not tech savvy, another solution may be a better fit.

Braintree differs from Stripe primarily in that it issues merchants with their own merchant accounts, whereas Stripe is a third-party processor that aggregates payments. That means Braintree has much greater account stability than Stripe. Braintree also provides its tools at no additional cost beyond its flat-rate processing, whereas Stripe will assess small fees for the use of select services. So Braintree could very easily become the more cost-effective solution.

However, Stripe has made a name for itself with industry-leading tools, and you’re particularly interested in marketplace or subscription tools, Stripe is the standout option.

Normally, a merchant account is suited to merchants processing more than $10k/month (though some work with merchants with volumes as small as $5k/month). Braintree has no minimum and no monthly fee and says that it works with businesses of all sizes. That’s quite a bit different. With its similar pricing, Braintree is just as attractive an option as Stripe for new and small-but-growing enterprises.

The best solution for a business isn’t immediately clear here. You’ll need to look at what features are must-haves; you’ll need to consider costs. And if you are leaning toward Stripe, it’s worth considering the tradeoffs that you’ll make regarding account stability. Ultimately, it’ll be down to you and your developer to decide whether Stripe or Braintree is right for your business.

Read on for a more in-depth analysis of these two online payment gateways! Got questions? Comments? We’d love to hear from you, so leave us a comment!

Products & Services

Winner: Tie

First things first: both of these companies support all kinds of payments, from directly on a website to inside mobile apps. They both off a choice of pre-built and completely customizable payment forms. They also offer tools for businesses that operate on marketplace or subscription models. Differences between the two platforms really come down more to the nitty-gritty details. You can also find out more about each company and its offerings by checking out our complete Braintree Payments and Stripe reviews.

Braintree Payments

 

Braintree’s payment processing and gateway services support merchants in more than 45 countries, versus 25 for Braintree. However, merchants can reach customers all across the globe with support for 130+ currencies. One of the biggest draws is Braintree’s PayPal integration. Because Braintree is a PayPal owned company, it makes sense that the integration between the two would be seamless.

Braintree’s SDKs support both Android and iOS for mobile developers, as well as six other languages. And you’ll find support for major payment methods across the globe, as well.

Braintree Supported Programming Languages

  • Android/iOS
  • Java
  • .NET
  • Node.js
  • PHP
  • Python
  • Ruby

Braintree Supported Payment Types

  • ACH Direct Debit
  • Credit Cards
  • PayPal
  • Venmo
  • Apple Pay
  • Google Pay
  • Amex Express Checkout
  • MasterPass
  • Visa Checkout
  • UnionPay

Braintree Core Features 

Braintree categorizes its core offerings into four services. I like the way they are grouped because it helps better explain what Braintree is capable of doing for different kinds of businesses.

  • Braintree Direct: If you want to sell directly on your own website, this is the solution for you. Direct includes subscription tools (see below for more information).
  • Braintree Marketplace: Braintree’s marketplace tools allow you to create your own platform and manage the sellers and payouts with automation.
  • Braintree Auth: “Auth” (assuming that’s short for Authorization) is Braintree’s platform for other service companies to integrate the Braintree gateway into their solutions. This allows these companies to securely access their merchants’ data and take certain authorized actions on their behalf. For example, an invoicing company could use Auth to create an integration with their platform and allow Braintree merchants to connect their accounts and populate invoices based on data from the customer vault. Auth is also the tool that lets businesses make it possible to onboard merchants and accept payments natively.
  • Braintree Extend: Formerly called contextual commerce, Braintree has expanded its offerings here. The merchant hosts the payment checkout and transaction data, but is able to share the transaction data with partners. This creates a seamless, frictionless commerce experience for customers and keeps them on your site. Extend would be the appropriate platform for booking sites (hotels, airlines, event tickets, etc.) and other businesses that want to empower merchants/partners to sell through their website or app.

Additional Braintree Features

  • Fraud Management Tools: Braintree separates its fraud management tools into two tiers: Basic, which includes control over AVS and CVV checks, as well as risk threshold analysis. Advanced fraud tools require more work to enable, but include a partnership with Kount, a fraud management service. Kount Standard is offered at no charge, but if you want more control over transactions and your risk management policies, you can implement Kount Custom. You must meet Braintree’s requirements and it will cost more. In addition to all of that, Braintree also supports 3D Secure for additional verification.
  • Multi-Currency Displays And Conversions: Braintree allows merchants to display prices in local currency rather than just the merchant’s default currency, which can help entice international sales. Braintree even automatically converts the currency for you. Global businesses with bases of operation in several countries can connect multiple bank accounts and help reduce processing costs by eliminating the need for conversion.
  • Recurring Billing And Subscription Tools: Braintree has some powerful recurring billing and subscription tools whether you sell software or physical goods. However, you will notice a shortage of some specific features, such as invoicing. Stripe’s suite of tools is more advanced in this regard. However, if invoicing is a concern, don’t forget that Braintree integrates pretty seamlessly with PayPal and so you can use PayPal or another integration as an extension.
  • Account Auto-Updater: Reduce failed transactions and canceled subscriptions with Braintree’s Account Auto-Update feature. Expired and re-issued cards from certain institutions will automatically update with new card data to ensure continuity.
  • Reporting: Braintree offers a smattering of default reports in its control panel, including transaction-level reporting. However, even the company admits that you’ll probably outgrow the standard reports. Braintree’s Reports API allows you to generate custom reporting based on criteria you set. And unlike Stripe, this feature costs nothing at all.
  • Integrations: Braintree does support a variety of integrations, including eCommerce shopping cart software. You can browse available integrations on Braintree’s site.

I certainly think Braintree has everything most merchants will need. It does lack a few features that Stripe offers, but it’s a hugely capable system. And the seamless Payal integration could be a major draw from some merchants who have loyal PayPal customer bases.

Stripe Payments

Stripe is available to merchants in 25 countries at the time of writing this, including some betas. You can check out Stripe’s Global page for a complete list. However, regardless of merchant location, you can accept payments from all over the globe. Stripe actually supports 135+ currencies.

In addition, Stripe’s SDKs include support for Android/iIOS and seven other programming languages. Accepted payment methods depend on the merchant’s location, but Stripe supports many popular local payment methods in the EU and China in particular.

Stripe Supported Programming Languages

  • Android/iOS
  • Go
  • Java
  • .NET
  • Node.js
  • PHP
  • Python
  • Ruby

Stripe Supported Payment Methods 

Stripe’s supported payment methods can be broken down into universal methods and local payment methods. Whereas Braintree focuses on universal payment types, Braintree has worked hard to add support for payment types common in markets such as the EU and China. Let’s start with universal payment types:

  • Alipay
  • Apple Pay
  • Google Pay
  • Microsoft Pay
  • Amex Express Checkout
  • Masterpass by Mastercard
  • Visa Checkout
  • WeChat Pay

Local Payment Methods are only available in their regions where they are most popular, generally speaking:

  • ACH
  • Bancontact
  • EPS BETA
  • Giropay
  • iDEAL
  • P24 BETA
  • SEPA Direct Debit
  • SOFORT
  • WeChat Pay

Stripe Core Features

Stripe claims to offer more than 100 features, though it’s not exactly clear how it defines a “feature.” Still, you can do an awful lot with this company. Here’s a quick primer on what you can expect:

  • Payments: Stripe Checkout is a prebuilt form you can just drop into your site. But if you need something more customizable, Stripe Elements will let you design a form that suits your needs. You can build payments into your site or your mobile app.
  • Connect: Stripe’s Marketplace tools are definitely some of the most robust out there. Build and manage your own platform, including automated payouts to your merchants. Connect also facilitates connecting Stripe to other services (such as building native payments into eCommerce software) in the same way as Braintree Auth.
  • Billing: “Billing” now encompasses all of Stripe’s subscription, invoice, and recurring billing tools. Stripe’s subscription tools have always been powerful, but with the addition of invoice capabilities and the option for metered billing, it’s safe to say that you really can’t beat what Stripe has to offer.

Despite the differences in how these companies market and present their tools, the reality is, Stripe still has many of the same functions as Braintree. They’re just framed and presented in a different way.

Additional Stripe Features:

  • Sigma: Stripe offers an assortment of standard reporting tools in its dashboard. However, if you want more advanced reports, then you’ll need Sigma. For an additional monthly fee (based on volume, see the pricing section below for more details) you can generate custom reports based on SQL queries.
  • Radar: Stripe’s fraud monitoring tools include machine learning to identify and flag suspicious transactions. Merchants can review and override transactions they know to be legitimate, or set up custom rules for fraud transactions, all with far less fuss than you’ll see with Braintree. If you’re very comfortable with fraud management, this is definitely an advantage.
  • Multi-Currency Displays And Conversions: Stripe has spent a LOT of time billing itself as the platform of choice for global businesses. It should come as no surprise then that Stripe allows merchants to display pricing in local currencies and automatically handles the currency conversion. You can connect multiple bank accounts to save money on conversion costs, too.
  • Account Auto-Updater: Keep recurring transactions from failing when customers get new cards. Stripe will automatically update card data in your vault to ensure continuity of subscriptions.
  • Integrations: Stripe has more than 300 integrations with all kinds of other software and services a business might need. The sheer number of supported integrations could be a significant advantage for some merchants. You can browse integrations by categories on Stripe’s “Works With” page.

If everything is starting to sound really similar, it’s because these two companies really are evenly matched in most regards. it comes down to little details — like the fact that Stripe is a third-party processor while Braintree issues traditional merchant accounts. Or the fact that Stripe has far more ready-to-go integrations than Braintree.

Braintree has an advantage in that it’s available to merchants in 15 more countries, but both companies are evenly matched in the number of currencies accepted and their multi-currency displays. Also, Braintree’s pricing model (see below) is also far more straightforward and will save merchants money versus Stripe, which now charges merchants for access to many of its advanced tools.

My overall impression is that for the most part, Stripe is willing to give you more freedom with less oversight. The tradeoff, of course, is account stability.  For example, you have complete control over your fraud monitoring tools and which transactions are approved, but it’s quite possible to make a mistake and find yourself in hot water. Braintree offers a comparable set of features, but there will be a couple more hoops to jump through if you want the same degree of control over fraud management as you get with Stripe.

You’ll also find that Stripe’s subscription tools are far more advanced than Braintree’s. However, an integration (though more costly) could but Braintree on a more even keel here.

All in all, Braintree and Stripe are pretty evenly matched, and it’s hard to call one superior to the other. So much depends on what features you need and what payment methods you want to accept.

Rates & Fees

Winner: Braintree

Baseline pricing for Square and Stripe is pretty simple, and similar. However, because Stripe has started charging for access to some of its features, merchants will find themselves paying more with Stripe than they will with Braintree.

Let’s start with transaction rates:

  • Card Transactions: 2.9% + $0.30 per card transaction for both Stripe and Braintree
  • ACH Processing: 0.75% for Braintree, 0.8% for Stripe (both capped at $5)

If you’re wondering, the $5 cap for ACH transactions would kick in at $625 for Braintree, and about $665 for Stripe transactions. However, Stripe says the $5 cap starts at $625. However, I imagine for many merchants the wibbly-wobbly space between $625 a $665 won’t be much of an issue.

It’s also worth mentioning that with Braintree, you can accept PayPal and PayPal Credit transactions. Those process at the rates determined by your PayPal account, but for the most part, you can expect them to be 2.9% + $0.30.

Both Braintree and Stripe allow you to accept cards from outside your home country. Those will cost an additional 1% per transaction; if the transaction is processed in one currency and settled in another, another 1% fee also applies for both companies.

Discounts and Alternative Payment Plans

I want to point out that Braintree does offer alternative payment plans for some merchants:

  • Interchange-Plus Pricing: Available in Europe as well as to high-volume merchants (more than $80,000/month) in the US.
  • Nonprofit Discount Rate: 2.2% + $0.30  (Amex processed at 3.25% + $0.30)

Braintree doesn’t offer its own micropayments plans, but you can integrate Braintree with PayPal and use PayPal’s micropayments plan (5% + $0.05) instead.

Stripe also offers discounts as well:

  • Volume Discounts: Stripe doesn’t specify the threshold for enterprise pricing/custom discounts. It also doesn’t indicate anywhere easily found whether those custom discounts include interchange-plus pricing.
  • Nonprofit Discounts: Stripe mentions that 501(c)(3) nonprofits may be eligible for custom discounts. It doesn’t disclose what those rates are. In addition, the wording used on Stripe’s website sounds more like “we’ll see if we can work something out,” so it’s safe to assume not all nonprofits will qualify.
  • Microtransactions: Stripe says its sales team will work with merchants who want to implement micropayments, but it doesn’t specify what the cost is.

You’ll notice a trend here, I hope: a lack of disclosure. All of these pricing features are available, but Stripe fails to mention them. This likely indicates that the pricing isn’t consistent from one business to the next (usually volume and industry are two of the biggest contributing factors). It’s not a red flag, but it’s disappointing when you look at Braintree with its disclosures.

Additional Fees

Both Stripe and Braintree assess a $15 fee per chargeback incident, which is industry standard.

Braintree will refund your processing costs in the event you issue a full refund to a customer (it will not return fees on partial refunds, however). This is very nice, and it isn’t universal across all processors. PayPal, for example, keeps the $0.30 per-transaction fee but will refund the percentage fee.

Stripe does not refund processing fees for refunded transactions. This is (somewhat surprisingly) stated very clearly at the bottom of Stripe’s pricing page.

Generally speaking, Braintree charges absolutely nothing for access to all its features and tools. However, you may incur additional charges for using 3D Secure depending on your rate plan. Using Kount Custom as part of your advanced fraud monitoring will also incur additional costs.

Stripe has modified its pricing to include additional fees for its subscription, marketplace, and reporting tools.

Stripe Billing (including all of the formerly free subscription tools) now assess a small percentage charge. Pricing is lumped into two tiers:

  • Starter: Free for first $1 million in transactions; afterward, 0.4% in addition to processing costs
  • Scale: 0.7% in addition to processing costs; includes additional features and discounted processing costs.

If you used Stripe’s subscription tools before April 5, 2018, you are grandfathered out of these costs and can use Stripe Billing at no additional charge. That’s actually quite nice — and somewhat unexpected.

Sigma, Stripe’s reporting tool, is priced on a sliding scale based on volume. I’ll admit this is a fair way of pricing a service like this — it’s better than tiered packages that are divided by the amount of info available or the number of queries you could generate. This way small businesses get a very fair price for advanced business info.

  • <500 Transactions: $0.02/charge plus $10 infrastructure fee
  • 501-1,000 Transactions: $0.018/charge plus $25 infrastructure fee
  • 1,001-5,000 Transactions: $0.016/charge plus $50 infrastructure fee
  • 5,000-50,000 Transactions: $0.014/charge plus $100 infrastructure fee

Beyond that point, your business moves into enterprise-level pricing and you’ll get a custom quote. You can test out the pricing tool for yourself on the Stripe website.

Costs for using Connect, Stripe’s marketplace tools, are laid out on the website pretty clearly, which is nice to see given how little other information is out there.

Also, merchants who are on a custom payment plan will pay an additional $0.04 per transaction

One final point of consideration: With Stripe, you can’t access the gateway separate from the company’s processing services. But you can do that with Braintree, for $49/month + $0.10 per transaction. That’s a bit pricey for a gateway fee, but it could easily be worth the cost to access to all of Braintree’s tools.

All in all, Braintree is the winner here simply because it offers most of its features at no additional charge beyond processing costs, and that translates to savings for merchants.

Contract Length & Cancellation

Winner: Tie

With both Stripe and Braintree, merchants have no multi-year contracts. Everything is pay-as-you-go, so if you find a better service you are free to leave at any time. This is always good to see. But what’s even better is that both companies will help you migrate your data (customer database and card vault) securely to ensure seamless continuity. And that’s not just good, it’s awesome.

Sales & Advertising Transparency

Winner: Tie

I’m always happy to say when any processor is fair, honest, and transparent. In this case, I am extra happy to say both companies fit the mark. You won’t find any deceptive sales tactics, misleading quotes, or pushy sales reps here.

You’ll pay exactly what you’re quoted with both Stripe and Braintree, which is awesome. I like that both companies use flat-rate pricing by default. It’s hard to compare that number to interchange-plus models, which are usually the most cost-effective; however, you know exactly what you’ll pay for every transaction regardless of card brand. Flat-rate pricing is far more transparent than tiered pricing models, too.

You’ll find both companies are great at pushing out information about new features and how to use them, as well, and they’re upfront about matters such as customer service channels, integrations, and more.

Perhaps the only mark against Stripe is that while its terms of service spell out that an account can be terminated at any time for any or no reason, plenty of merchants seem to gloss over this or forget it entirely…until it happens to them. Stripe is a third-party payments provider, which means that the company doesn’t do extensive underwriting or investigation into your company when you apply for an account. The tradeoff to getting your account set up quickly is that you will face more intense scrutiny after the fact. Stripe has been known to terminate merchants with no warning, whether it’s for too many chargebacks or the company’s risk assessment team identifying a pattern of high-risk transactions. When this happens, there’s no appeals process to reinstate an account. You just need to move on and find a new processor.

To be fair, Braintree seems to exhibit some of this same behavior, despite the fact that it isn’t a third-party processor. When you sign up with Braintree, you do get a traditional merchant account. However, while I have seen complaints about this behavior, the overall volume is incredibly low, especially for a company as large as Braintree. So my honest assessment is that while it can happen, it happens only rarely with Braintree users. Account terminations are more common with Stripe because of its third-party processing model — but again, an account termination is an exception to the rule, rather than the norm. Most importantly, you should be aware that this is a possibility but you can take steps to protect yourself.

First, make sure you check out Stripe’s Prohibited Businesses list and then also look at Braintree’s Acceptable Use Policy. Both of these documents outline what kinds of merchants they won’t work with, so make sure your business isn’t on the list.

You can also check out our resources, including our guide on how to avoid holds, freezes, and account terminations.

Customer Service & Technical Support

Winner: Braintree

One of the most difficult parts of assessing customer support is that experiences vary so much from one merchant to the next. With some notable exceptions, it’s fairly common to see at least one negative review focusing on customer support for every good review that praises a company’s customer support. So as a reviewer, I look for patterns that can clue me into what, if anything is going on. But it’s also important to look at what support channels are offered and how they serve merchants. Being able to talk to a real, live person in real time is such an important aspect of good service for many merchants.

Braintree is a clear winner in this category. It likes to tout its “white glove service”; even ignoring the marketing buzz, when you take a look at the options and availability, it becomes clear that Braintree has worked hard to cater to merchants’ needs.

Braintree Support Options

  • Email: Email support is available from 5 AM to 12 AM US Central Time, Monday-Thursday and 5 AM to 8 PM, Friday. It’s nice to see the extended weekday hours, but the lack of any sort of weekend hours is a bit disappointing.
  • Knowledgebase & Documentation: In my experience, Braintree makes it much easier to find information about particular features and how to use them than Stripe does. The self-service knowledgebase includes extensive guides so that even merchants who aren’t technically inclined can make sense of Braintree’s features without having to wade through the documentation. And generally speaking, developers seem to approve of Braintree’s documentation and the available resources. The company seems to have made some major strides forward and is up there along with Stripe in terms of documentation quality.
  • Phone support: Hours for Braintree’s phone support are 8 AM to 7 PM US Central Time, Monday-Thursday and 8 AM to 5 PM, Friday. Again, I think the lack of weekend support hours is disappointing, but it’s nice to see extended weekday hours.

I do want to point out that Braintree does make one additional promise about its customer support:

Of course, we offer emergency support via email 24x7x365, and have support reps and engineers on-call at all times.

So it’s nice to know that in an emergency you’ll at least know someone is there to answer your questions and help your business running again. But I have no data about whether this emergency support is effective (or even necessary).

Stripe Support Options

  • Knowledgebase and Documentation: I personally haven’t found Stripe’s self-service knowledgebase to be very informative. It’s quite basic, and if you want to learn more about all of Stripe’s features or understand how they fit together, you’ll need to look at the documentation. However, I will say this: Stripe’s documentation is the gold standard. So developers will have no trouble here.
  • Email: Stripe doesn’t offer a turnaround time for emails, just that the company will “get back to you as soon as we can.”
  • Freenode IRC Chat: Stripe’s developers apparently spend their time in the #stripe channel if you need technical assistance. Unsurprisingly, most developers seem to like this aspect of support.

Stripe doesn’t offer phone support, and it doesn’t offer any information as to when its team is on call to respond to questions, all of which is a bit disappointing. But it’s the quality that counts, right? Except, reports suggest Stripe’s customer support isn’t always awesome, either. Check out the next section, “Negative Reviews & Complaints,” for more information.

Negative Reviews & Complaints

Winner: Braintree

The overall quantity of complaints is only one factor we use to evaluate a merchant because you also need to consider the overall size of the business.

Braintree doesn’t publish current numbers for its merchants, and Stripe is vague about it. All we know is that the number exceeds 100,000, which is a good number for any merchant services provider. But we do know that both Stripe and Braintree are enormous companies that handle billions of dollars each year. Part of that is because they both serve some very large, high-profile clients. But you’ll certainly find plenty of smaller businesses and startups using these platforms, too.

On the whole, Stripe has far more complaints floating around than Braintree does. This isn’t too surprising because third-party processors, including Stripe, tend to have a high number of complaints overall, usually for 1 major reason:

  • Holds and Terminations: Third-party processors or aggregators can’t offer the same sort of stability that you get with a traditional merchant account because the onboarding process for new merchants doesn’t include the traditional in-depth analysis of the business and underwriting. That means accounts are more likely to face termination for suspicious behavior after they get up and running. This is absolutely the pattern we’ve seen with Stripe and it is one of the two biggest complaints about the company.

The other major complaint about Stripe is:

  • Poor Customer Service: One of the biggest gripes in the customer service department is the lack of phone service. When something is not right, merchants want to talk to a real, live person. When companies that provide core services like payment process don’t offer that, it leaves merchants upset. That’s what I’ve seen with Braintree. However, other customer service complaints say that support is unresponsive and unhelpful. This is particularly true in the account of funding holds or terminations. I don’t see many complaints about the quality of support for everyday sort of issues.

And then there’s Braintree. Braintree overall has far fewer complaints scattered across the web. (Considering this is a PayPal-owned company, I continue to be absolutely flabbergasted by this fact.) However, you will see some similarities to Stripe complaints:

  • Account Terminations: I want to make it clear that references to merchants who have had their accounts terminated are few and far between. They aren’t the majority of Braintree complaints, and even if they were, they would still be uncommon. From what I can tell, an account termination usually occurs when a business is deemed high risk. Whether this is a flaw in the screening process or a determination made by analyzing processing history or particular transactions, I don’t know.
  • Poor Customer Support: Complaints in this category seem to center on slow response times for email support, as well as inconsistent answers from support reps. However, I do see other merchants praising Braintree for the quality of its customer support, too.
  • Long Setup Times for Accounts: Some complaints focus on the fact that it can take a while to establish an account with Braintree. I know we live in the age of instant gratification, but sometimes vetting can take time.

All in all, it’s easy to call Braintree the winner in this regard. You’ll likely deal with fewer headaches and hassles with Braintree, and you’ll certainly see far greater account stability.

Positive Reviews & Testimonials

Winner: Tie

Stripe is a media darling, for sure. There’s no shortage of articles about the company’s co-founders, the Collison brothers, or about how massive the company is, the way it disrupts payments technology, etc.

Braintree doesn’t get quite as much press, but its parent company, PayPal does.

But press coverage doesn’t really tell the whole story.

Most of Stripe and Braintree’s big success stories come from household names. Big companies that you’ve probably heard about. You can see a shortlist of logos from prominent Braintree clients on its homepage; you can find a longer list on the Merchant Stories page.

However, what I like best is that Braintree actually has case studies for how these different companies have used Braintree to build successful businesses and process payments. These case studies aren’t exactly common, so it’s nice to see them — and so many, at that.

Stripe’s client list is no less impressive than Braintree’s though. You can find a shortlist on the homepage as well, but a more in-depth list on the Customers page. It offers only brief snippets instead of case studies, but the page does showcase the ways you can use Stripe.

But what do everyday merchants have to say? What do developers say?

Both Stripe and Braintree are popular with developers, and the consensus is that they both offer good documentation, extensive libraries, and powerful features.

Braintree’s merchants also praise the company’s customer support — at least, the customers who don’t have a problem with the customer service praise it. It appears the customer service excels on both the technical/developer side and the merchant side.

I also see Stripe get a lot of compliments for its well-designed website and the intuitive user interface in the dashboard.

Let’s call this one a draw.

Final Verdict

When two options are as similar in appearance as Stripe and Braintree, it can be tempting to say “Eeny Meeny Miney Mo!” and point to one and roll with it. But I hope you’ve got a slightly better understanding of where Stripe and Braintree align and where they are very different.

Obviously, the stability of a merchant account can be a major draw, and some businesses won’t want to sacrifice that even if it means spending a bit more on integrations to get features they need.  On the other hand, Stripe has several best-in-class tools that some businesses may find absolutely essential, such as its Billing tools. The risk of an account termination is relatively small so long as your business model is sound, you’re not on the list of prohibited business types, and you take appropriate measures to mitigate the risk of fraudulent transactions and chargebacks.

Both of these companies integrate with some major shopping cart software options, so if you’re looking primarily for an easy way to take payments, you can certainly go that route. But having a developer will really make it possible to harness the full capabilities of both companies.

It’s important that you sit down, make a list of must-have features and a list of “Would be nice” features. If you can’t make a choice based on those criteria, have a discussion about the account stability issue and decide how much risk you’re willing to tolerate. Also consider the customer support that each company offers and the fact that you may end up having to pay more for using some of Stripe’s best features.

Don’t forget to check out our complete Braintree review, as well as our Stripe review, for good measure.

Thanks for reading! I always love to hear from readers, so if you have questions or comments, please leave them below! We’ll be happy to help you!

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