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 SEOM for both Manual, Web or POS abbreviation for Point-of-Sale. The cash register interface for use with walk-in business at "brick and mortar" stores. Used with barcode scanners and cash drawers. Sales made on the POS screen draw from the same inventory as orders imported from online stores. orders.

• Using QuickBooks Merchant Services with SEOM 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 SEOM and QB Merchant Services for Web or Manual Orders

1. Navigate to Main Menu > Settings > System Functions > Set System Parameters settings in Stone Edge that enable users to configure the program integrate with their business operations. Stone Edge includes hundreds of System Parameters to do just that. To change a system parameter, go to the Main Menu > Settings > System Functions > Set System Parameters..

2. Set system parameter CreditCardProcessor in the Credit Card group to "QBMerchant”. Click Save.

Note: If there is more than one shopping cart an e-commerce software system that allows a retailer to sell products on the Web. In the context of Monsoon OMS, it refers to the settings that describe a merchant's web store to the program, allowing it communicate with the online shopping cart and import orders and other information 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.

3. If using a test QBMS account, set system parameter QBMSTestMode=TRUE, if using a production QBMS account, set QBMSTestMode=False.

4. 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 are captured via SEOM, it should be set to Pre-Authorize. If payment is captured at the web store, it should be set to Sale.

5. Go to Main Menu > Create a New Order > For a New/ Existing Customer and create an order to test with.

6. Click Transmit on the Payment tab of the Manual Orders or Process Orders screens to send the transaction to the QuickBooks Merchant Services website. The first time through the process, the following message box appears:

7. Click OK to be taken to the Merchant Services web site. The following screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) appears:

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

9. 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 is displayed. Otherwise, skip to step 10.

10. Select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation the correct company or user account.

11. If there are no existing connection tickets for the account or if the merchant wants to establish a new connection ticket, click Create New Connection. 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).

12. Select Yes (circled in red, above) to turn on Login Security and click Continue.

13. Copy the connection ticket code from the box circled in red above and paste it into the prompt from SEOM.

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

15. 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).  

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

17.  Click OK.

Configure SEOM and QB Merchant Services for POS Orders

• Repeat the steps as described in the previous section for Manual or Web orders, except in step 3, set system parameter QBMSPOSTestMode to TRUE or FALSE depending on the type of account being used.    

Related System Parameters

Additional Information

Created:

Revised: 8/10/12

Published: 04/13/16