QuickBooks Merchant Services

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Overview

It is assumed that the merchant has already signed up for a QuickBooks Merchant Services account.

This article describes the required steps for integrating QuickBooks Merchant Services as a Payment Gateway within the Order Manager for both Manual, Web or POS orders. Using QuickBooks Merchant Services with the Order Manager requires the creation of a Connection Ticket, that can remain valid for up to 18 months, as well as a Session Ticket that is only good for 24 hours or 1 hour of inactivity, whichever comes first.

Configure the Order Manager and QB Merchant Services for Web or Manual Orders

  1. Navigate to Maintenance Menu> Maintenance tab>Set System Parameters  and click the Go button, or click the System Parameters link in the Quick Clicks on the Main Menu.

  2. Set System Parameter CreditCardProcessor in the Credit Card group to "QBMerchant”. Click the Save button.

Note: If there is more than one shopping cart defined in the current data file and they will not all be using the same credit card processor account, use the cart-based parameters to set the appropriate credit card processor information for each cart. See knowledge base article Special System Parameters for more information.

  1. If using a test QBMS account, set System Parameter QBMSTestMode=True, if using a production QBMS account, set QBMSTestMode=False.

  2. Check the settings of the main and/or cart-based system parameter, WebTransactionType to make sure it agrees with your workflow. The choices are Pre-Authorize or Sale. If payments will be captured via the Order Manager, it should be set to Pre-Authorize. If payment is captured at the web store, it should be set to Sale.

  3. Go to the Manual Entry or View  links in the Orders section of the Main Menu and create or select an order to test with.

  4. Click the Transmit button on the Payment tab of the Enter Orders Manually form or the Credit Card Terminal tab of the Orders form to send the transaction to the QuickBooks Merchant Services website. The first time through the process, the following message box will appear:

  1. Click OK to be taken to the Merchant Services web site. The following screen will appear:

  1. Click the Proceed to Login Page button and enter the email address and password associated with the Merchant Services account. Click the Log In button.

  1. If more than one login/user ID has been assigned to a company account or if the login/user ID has access to more than one company account, the following screen will be displayed. Otherwise, skip to step 10.

  1. Select (click on) the correct company or user account.

 

  1. If there are no existing connection tickets for the account or if the merchant wants to establish a new connection ticket, click on the Create New Connection button (circled in red, above). In the future, to use an existing connection ticket, click on the radio button to the left of it's description (circled in blue in the figure above).

  1. Select the Yes radio button (circled in red, above) to turn on Login Security and click the Continue button.

 

  1. Copy the connection ticket code from the box circled in red above and paste it into the prompt from the Order Manager.

  1. Click OK, and return to the Merchant Services window to Log Out (click the link circled in red in step 11, above).  Another screen will appear to create a SessionID (ticket).  

  1. Click OK, and return to the Merchant Services window to Log Out (click the link circled in red in step 11, above).  Another screen will appear to create a SessionID (ticket).  

  1. Copy the session ticket ID (circled in red, above) and paste it into the prompt from the Order Manager (below).

  1.  Click the OK button.

Configure the Order Manager and QB Merchant Services for POS Orders

Related System Parameters

System Parameter Name

Description

QBMSConnectionTicket

This parameter maintains the QuickBooks Merchant Services Connection Ticket in encrypted format. Do not MODIFY this value, however, this value can be deleted entirely to require the Order Manager to request a new Connection Ticket.

QBMSTestMode

Set this parameter to False to run "Live", production transactions through the QuickBooks Merchant Services gateway.

QBMSPOSConnectionTicket

This parameter maintains the QuickBooks Merchant Services Connection Ticket in encrypted format for use with the Point of Sale System. Do not MODIFY this value, however, this value can be deleted entirely to require the Order Manager to request a new Connection Ticket.

QBMSPOSTestMode

Set this parameter to False to run "Live", production transactions through the QuickBooks Merchant Services gateway used by the Point of Sale System.

 

Created: 1/31/12

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