Difference between revisions of "Application Certificate"
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| − | 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 confirm by clicking Done. Once accepted, the payment application Setup Wizard will load. | + | <div align="right">[http://kb.chargeanywhere.com/index.php/CA_for_QB_Setup_Wizard '''If you have already accepted the application certificate, skip to Setup Wizard''']</div> |
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| + | 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 confirm by clicking Done. Once accepted, the payment application Setup Wizard will load. [http://kb.chargeanywhere.com/index.php/CA_for_QB_Setup_Wizard Click here for Setup Wizard instructions.] | ||
<center>[[File:ApplicationCertificate.png|300px]]</center> | <center>[[File:ApplicationCertificate.png|300px]]</center> | ||
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'''1.''' Log into QuickBooks as admin user and switch to single user mode. (Single User Mode can be located under the File menu in QuickBooks.) | '''1.''' Log into QuickBooks as admin user and switch to single user mode. (Single User Mode can be located under the File menu in QuickBooks.) | ||
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'''2.''' Go to Edit > Preferences > Integrated Applications > Company Preferences. | '''2.''' Go to Edit > Preferences > Integrated Applications > Company Preferences. | ||
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'''3.''' Highlight CHARGE Anywhere and click properties. Ensure that the first and last opion are selected, which are '''"Yes, whenever this QuickBooks company file is open”''' and '''“Allow this application to access personal data such as Social Security Numbers and customer credit card information”''' respectively. | '''3.''' Highlight CHARGE Anywhere and click properties. Ensure that the first and last opion are selected, which are '''"Yes, whenever this QuickBooks company file is open”''' and '''“Allow this application to access personal data such as Social Security Numbers and customer credit card information”''' respectively. | ||
Latest revision as of 08:22, 10 July 2014
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 confirm by clicking Done. Once accepted, the payment application Setup Wizard will load. Click here for Setup Wizard instructions.
To edit a certificate after initially appearing:
1. Log into QuickBooks as admin user and switch to single user mode. (Single User Mode can be located under the File menu in QuickBooks.)
2. Go to Edit > Preferences > Integrated Applications > Company Preferences.
3. Highlight CHARGE Anywhere and click properties. Ensure that the first and last opion are selected, which are "Yes, whenever this QuickBooks company file is open” and “Allow this application to access personal data such as Social Security Numbers and customer credit card information” respectively.
