Overview

Chargezoom integrates the CardPointe and other gateways directly to QuickBooks Desktop, QuickBooks Online, Freshbooks and Xero.

Chargezoom provides true integration with the CardPointe gateway so that invoices are paid via the existing merchant account. Those invoices are then immediately reconciled in our patent-pending 2-way sync with all of the payment details, including transaction ID, to be fully compliant with accounting rules and regulations. You can offer not only the convenience and speed of automations but the benefits of payment integrations that help businesses to ship faster, improve customer satisfaction, and gain a competitive advantage.

Solution Features

Chargezoom is the only CardPointe solution for QuickBooks, FreshBooks, and Xero. Chargezoom eliminates the need for manual reconciliation and data entry, saving your merchants countless hours of work and accelerating their cash flow. Demonstrate how much time and money your merchants can save by using our simple ROI calculator

Integrations

  • Quickbooks (Online & Desktop)
  • Xero
  • Freshbooks

Target Merchants

Chargezoom is an effective solution for merchants of any size using QuickBooks Desktop, QuickBooks Online, FreshBooks, or Xero. Merchants who process 10+ invoices per month will benefit the most with benefits increasing as the number of invoices increases.

Merchant Benefits

  • Automatically sync data
  • Visa and GAAP compliant surcharge
  • Customizable customer portal for 24/7 access
  • User-friendly portal 
  • Phone, email, chat support 
  • Customized emails
  • Level II/III 
  • Process multiple invoices at once 
  • Easy one-click refunds 
  • Ability to use their processing

Boarding Process

Merchants can self-onboard using our guided wizard in less than 3 minutes. Agents who prefer to offer white-glove service can schedule boarding with Chargezoom’s Onboarding Team who will walk them through the steps. 

Schedule here: https://chargezoom.com/partner

How to submit a sales code request:

To utilize Chargezoom with Cardpointe, you will first need submit a sales code request ticket in CoPilot to mirror your existing sales code and create your ISV specific code.

Example: Please build a Chargezoom LeadGen sales code to mirror <insert your current Agent code>. Please see link below for more details on setting up joint sales codes.

To make the connection with Chargezoom, you will need to have Cardpointe API Credentials generated for your merchant. There are a few different options to set up API Credentials for new accounts:

1. Call our support number at 877-828-0720.

    • When calling in, you will be welcomed by our phone system. Please say "CardPointe Support", and you will be directed to their department.
    • Ask for Gateway credentials to be created for the MID
    • Encrypted email will be sent with the credentials.

    2. Submit a Support ticket in Copilot.

    • Ticket Type - Cardpointe Services , Reason - Production Credentials
    • The Cardpointe Support Team will generate and send them to you or the Merchant
    • Please specify where you would like the credentials to be sent in the ticket. An encrypted email will be sent with the credentials.

    3. Agents can generate Credentials through the Cardpointe Reporting tool.

    • If you do not have the credentials tab available, please reach out to Partner Support either via phone or ticket to get this feature enabled on your user account.
    • Learn more about Credential Generator

    Equipment Requirements 

    Cloud-based integration. Nothing to install if using QuickBooks Desktop. Please note, 2019 or newer version is required. 

    Referral Information