Difference between revisions of "CA for QB Setup Wizard"

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[[File:ApplicationCertificate.png|thumb|right|150px|Application Certificate]]
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==Application Certificate==
 
After installation completes, log into your QuickBooks company file as the admin user. If this is the first computer to be installed, a certificate will appear requesting to give CHARGE Anywhere access to your company file. Select the options that read, '''Yes, whenever this QuickBooks file is open"''' and '''"Allow this application to access personal data such as Social Security Numbers and customer credit card information."''' Click Continue and then click Done on the confirmation screen.
 
 
 
==Setup Wizard==
 
The Setup Wizard will ask you a series of questions in order to operate in your company file.
 
 
 
<gallery widths=230px heights=200px>
 
 
File:QBwizard1.png| [[Payment Application Registration]]
 
File:QBwizard1.png| [[Payment Application Registration]]
File:QBwizard2.png| '''Click Next'''
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File:QBwizard2.png| [[Enter your company information]]
File:QBwizard3.png| '''Click Install'''
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File:QBwizard3.png| [[Choose peripheral printer]]
File:QBwizard4.png| '''Click Next'''
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File:QBwizard4.png| [[Configure Receipt Options]]
File:QBwizard5.png|
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File:QBwizard5.png| [[Configure Magnetic Card Reader]]
File:QBwizard6.png|
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File:QBwizard6.png| [[Configure pinpad device]]
File:QBwizard7.png|
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File:QBwizard7.png| [[Configure signature capture device]]
File:QBwizard8.png|
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File:QBwizard8.png| [[QuickBooks Default Information]]
File:QBwizard9.png|
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File:QBwizard9.png| [[Configure Transction Options]]
File:QBwizard10.png|
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File:QBwizard10.png| [[Configure Email Options]]
File:QBwizard11.png|
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File:QBwizard11.png| [http://kb.chargeanywhere.com/index.php/Bill_Presentment_(QB) Bill Presentment] (Only visible if Bill Presentment service active on your gateway account)
File:QBwizard12.png|
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File:QBwizard12.png| '''End of Setup Wizard.''' View Tutorial or click Close to begin [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Processing_Transactions Processing Transactions].
 
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Latest revision as of 12:13, 12 September 2012