Difference between revisions of "CHARGE Anywhere Designed for Use with QuickBooks"
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| − | <center>'''Welcome to the | + | <center>'''Welcome to the QuickSale<sup>®</sup> PC For QuickBooks<sup>®</sup> Knowledge Base!'''</center> |
<center>Navigate through this page to discover everything you need to know about the software.</center> | <center>Navigate through this page to discover everything you need to know about the software.</center> | ||
| − | |||
| − | == | + | <div align="center">[[File:Quicksalewind.png|480px|link=QuickSale® for Quickbooks®]]</div> |
| − | |||
| − | '''System Requirements:''' Windows | + | |
| + | |||
| + | |||
| + | =='''Overview'''== | ||
| + | '''QuickSale<sup>®</sup> for QuickBooks''' is an integrated payment app for QuickBooks Financial desktop versions Pro, Premier, and Enterprise 2012 and higher. For the best performance we recommend to use at least Quickbooks 17 desktop edition. CHARGE Anywhere will reside within the Company Menu of your QuickBooks Company File and offers a variety of ways to process and maintain your payments. | ||
| + | |||
| + | '''System Requirements:''' Windows 10; Microsoft .Net Framework 4.7 (minimum) | ||
'''Supported Peripherals:''' [[Peripheral Help]] | '''Supported Peripherals:''' [[Peripheral Help]] | ||
| Line 17: | Line 21: | ||
'''Features:''' Free Online Transaction Manager & Virtual Terminal, Recurring Database, Import Transactions, AVS & CVV2, Clerk # & Invoice #, Level 1 and Level 2 Purchase Cards | '''Features:''' Free Online Transaction Manager & Virtual Terminal, Recurring Database, Import Transactions, AVS & CVV2, Clerk # & Invoice #, Level 1 and Level 2 Purchase Cards | ||
| − | '''Add on Features:''' Bill | + | '''Add on Features:''' Bill Pay; Signature Capture Hosting; Cash Discount |
''*A Credit Card Merchant Account is required to process credit card payments. CHARGE Anywhere does not provide Merchant Accounts but is compatible with all major Payment Processors in the US & Canada.'' | ''*A Credit Card Merchant Account is required to process credit card payments. CHARGE Anywhere does not provide Merchant Accounts but is compatible with all major Payment Processors in the US & Canada.'' | ||
| − | + | '''QuickSale designed for the use with QuickBooks''' works on third party hosted environment as long as the provider allows the application to be installed on their servers.''' | |
| − | |||
| + | =='''Getting Started'''== | ||
| + | [[File:QBdeveloper.png|thumb|right|140px]] | ||
| − | '''[[ | + | '''[[QS for QB Installation]]''' - Download and install QuickSale<sup>®</sup> for QuickBooks |
| + | |||
| + | * [[QS for QB Reinstallation]] - For those reinstalling QuickSale<sup>®</sup> for QuickBooks | ||
'''[[Application Certificate]]''' - Grant CHARGE Anywhere permission to QuickBooks | '''[[Application Certificate]]''' - Grant CHARGE Anywhere permission to QuickBooks | ||
| − | '''[[ | + | '''[[QS for QB Setup Wizard]]''' - Configure the payment application to fit your business |
'''[[Peripheral Help]]''' - Get help configuring cardreaders, pinpads, signature capture devices, etc | '''[[Peripheral Help]]''' - Get help configuring cardreaders, pinpads, signature capture devices, etc | ||
| − | + | '''[http://kb.chargeanywhere.com/img_auth.php/0/0a/QuickSale_for_QuickBooks_Client_Implementation_Guide.pdf Client Implementation Guide]''' - Get information on using the application to maintain PA-DSS compliance | |
| − | ''' | ||
| − | + | =='''Processing Transactions'''== | |
| + | '''QuickSale<sup>®</sup> for Quickbooks offers a variety of ways to collect payments. Choose the method that fits you best. | ||
| − | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Process_Payment '''Process Payment'''] - Process a sale, multiple sales, voids or returns. | + | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#QuickSale '''QuickSale'''] - True to its name, a quick way to process a sale! |
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Process_Payment '''Process Payment'''] - Process a sale, multiple invoice sales, voids or returns. (recommended) | ||
'''[[Intuit Emulation]]''' - More comfortable with Intuit's method of processing a sale? We can do that too! | '''[[Intuit Emulation]]''' - More comfortable with Intuit's method of processing a sale? We can do that too! | ||
| Line 44: | Line 53: | ||
[http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Recurring_Transactions '''Recurring Transactions'''] - Schedule your payments ahead of time. | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Recurring_Transactions '''Recurring Transactions'''] - Schedule your payments ahead of time. | ||
| − | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Bill_Presentment '''Bill | + | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Bill_Presentment '''Bill Pay'''] - Send customers an email and let them pay you! |
| + | |||
| + | |||
| + | <font size=2> | ||
| + | ==<span>'''Transaction Responses'''</span>== | ||
| + | <div align="left">'''Click here for a list of <U>[[Transaction Responses]]</U>''' | ||
| − | |||
| − | ==CHARGE Anywhere Menu Options== | + | =='''CHARGE Anywhere Menu Options'''== |
[[File:QuickSaleQB.png|thumb|right|450x270px|QuickSale]] | [[File:QuickSaleQB.png|thumb|right|450x270px|QuickSale]] | ||
===<span style="color:#191970">QuickSale</span>=== | ===<span style="color:#191970">QuickSale</span>=== | ||
| Line 65: | Line 78: | ||
| + | ===<span style="color:#191970">Process Payment</span>=== | ||
| + | ---- | ||
| − | |||
[[File:ProcessPaymentCC.png|thumb|left|4000x260px|Process Payment - Credit Card]] | [[File:ProcessPaymentCC.png|thumb|left|4000x260px|Process Payment - Credit Card]] | ||
You may process both Credit Card and ACH transactions through Process Payment. | You may process both Credit Card and ACH transactions through Process Payment. | ||
| Line 100: | Line 114: | ||
|} | |} | ||
| − | <center>''*ACH returns can only be initiated via credit memos | + | <center>''*ACH returns can only be initiated via credit memos.''</center> |
</div> | </div> | ||
| Line 108: | Line 122: | ||
| + | |||
| + | |||
| + | |||
| + | ===<span style="color:#191970">Print Receipt</span>=== | ||
| + | ---- | ||
[[File:PrintReceiptsQB.png|thumb|right|300x180px|Print Receipts]] | [[File:PrintReceiptsQB.png|thumb|right|300x180px|Print Receipts]] | ||
| − | + | ||
To print or email prior credit card receipts: | To print or email prior credit card receipts: | ||
| Line 117: | Line 136: | ||
'''3.''' Select the receipt(s) you wish to print or email. Emails will be sent to the email address listed in the QuickBooks customer profile. | '''3.''' Select the receipt(s) you wish to print or email. Emails will be sent to the email address listed in the QuickBooks customer profile. | ||
| + | |||
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===<span style="color:#191970">Import Transactions</span>=== | ===<span style="color:#191970">Import Transactions</span>=== | ||
| − | + | ---- | |
| − | ''*To import, '''Do Not Import''' must be | + | ''Import Transactions'' is a feature used to search for all transactions on your gateway account that was not processed by the payment application and automatically create the payment records within QuickBooks. This feature is recommended when utilizing the Transaction Manager, QuickSale™ for Mobile App, and any other device on your gateway account. |
| + | |||
| + | ''*To import, '''Do Not Import''' must be not be selected from the Trans Options tab of Setup.'' | ||
''*Imported sales will create payments or create sales receipts based on the selected option in the Default Info tab of Setup.'' | ''*Imported sales will create payments or create sales receipts based on the selected option in the Default Info tab of Setup.'' | ||
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===<span style="color:#191970">Pending Transactions</span>=== | ===<span style="color:#191970">Pending Transactions</span>=== | ||
| + | ---- | ||
[[File:PendingGatewayTransactions.jpg|thumb|upright|400x240px|Pending Transactions]] | [[File:PendingGatewayTransactions.jpg|thumb|upright|400x240px|Pending Transactions]] | ||
''Pending Transactions'' stores transactions that have not finalized. [http://kb.chargeanywhere.com/index.php/Pending_Gateway_Transactions#Transactions_with_Pending_Status Transactions with Pending Status] occur when payment records have not been created. Otherwise, the payment application has not gotten a proper response from the gateway, possibly due to lack of internet connection or firewalls. | ''Pending Transactions'' stores transactions that have not finalized. [http://kb.chargeanywhere.com/index.php/Pending_Gateway_Transactions#Transactions_with_Pending_Status Transactions with Pending Status] occur when payment records have not been created. Otherwise, the payment application has not gotten a proper response from the gateway, possibly due to lack of internet connection or firewalls. | ||
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| − | + | ===<span style="color:#191970">Bill Pay</span>=== | |
| − | ===<span style="color:#191970">Bill | + | ---- |
| − | [[File: | + | [[File:Bpca.JPG|thumb|right|426x599px|Bill Pay - Online Customer Payment Form]] |
Email invoices or statements to your customer that includes a link to a secured site so that the customer may enter their own payment information. | Email invoices or statements to your customer that includes a link to a secured site so that the customer may enter their own payment information. | ||
| − | * '''Bill Presentment is an add-on service | + | * '''Bill Presentment is an add-on service,''' please contact your merchant service provider to activate the service. |
* Email settings must be configured in order to use the Bill Presentment feature. | * Email settings must be configured in order to use the Bill Presentment feature. | ||
| − | |||
| − | |||
| − | '''3.''' | + | '''To configure bill pay:''' |
| + | |||
| + | '''1.''' Header: Insert text or html to display as your header. | ||
| + | |||
| + | '''2.''' Footer: Insert text or html to display as your footer. | ||
| + | |||
| + | '''3.''' Center: Specifiy if you would like to center the form. | ||
| + | |||
| + | '''4.''' BackGroundColor: Specify a Background Color for your page. | ||
| + | |||
| + | '''5.''' BackGroundImage: Specify a Background Image for your page. | ||
| + | |||
| + | '''6.''' MerchantDBA: Specify a name you want your customers to see. | ||
| + | |||
| + | '''7.''' MerchantEmail: Specify an email address to be used. | ||
| + | |||
| + | '''8.''' CopyMerchant: Specify if the merchant will be copied. | ||
| + | |||
| + | '''9.''' Identification: Specify Identification to collect Bill Payment. | ||
| + | |||
| + | '''10.''' Transaction type: This will be set as "Sale" | ||
| + | |||
| + | '''11.''' Convenience fee: Select from None, Percentage or Amount. | ||
| + | |||
| + | '''12.''' Convenience fee: Enter the convenience fee value. | ||
| + | |||
| + | '''13.''' Custom text: Enter any custom text for your customers. | ||
| + | |||
| − | ''' | + | '''How to send a bill pay from QuickBooks: |
| − | ''' | + | '''1.''' Go to Company > CHARGE Anywhere > Bill Presentment. |
| − | + | '''2.''' Select Single Invoice, Single Statement or Multiple Invoices. | |
| + | '''3.'''Type Invoice #, Statement # or search for multiple invoices and confirm that you would like to send bill pay. | ||
| + | '''4.'''Verify the bill presentment details and press OK. (The fields can be automatically populated by configuring Bill Pay tab in the Setup menu.) | ||
| + | '''5.''' A dialog screen will appear. It will ask if you would like to preview the bill pay and display the results of the bill pay. | ||
| + | Once the customer has processed payment, transactions can be imported to create payment records within QuickBooks. See [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Import_Transactions Import Transactions] | ||
===<span style="color:#191970">Recurring Transactions</span>=== | ===<span style="color:#191970">Recurring Transactions</span>=== | ||
| + | ---- | ||
[[File:RecurringTransactions.png|thumb|upright|380x260px|Recurring Transactions]] | [[File:RecurringTransactions.png|thumb|upright|380x260px|Recurring Transactions]] | ||
| − | + | Initiate a set number of sale transactions to be automatically processed against a customer's account within a scheduled time frame. All approved sales can be imported to create payment records within QuickBooks. | |
[[Recurring Transactions - Add New]] | [[Recurring Transactions - Add New]] | ||
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| − | + | ===<span style="color:#purple">Reports</span>=== | |
| − | + | ---- | |
| − | ===<span style="color:# | ||
'''Credit Card Expiration Date Range''' allows you to search for all credit cards saved in the payment application database that will expire within a selected timeframe. | '''Credit Card Expiration Date Range''' allows you to search for all credit cards saved in the payment application database that will expire within a selected timeframe. | ||
| − | + | ==<span style="color:#191970">[https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager]</span>== | |
| − | |||
| − | |||
Click to have your default browser open to the Transaction Manager log in page. Log in to view account activity, export transaction history, and process transactions via Virtual Terminal. | Click to have your default browser open to the Transaction Manager log in page. Log in to view account activity, export transaction history, and process transactions via Virtual Terminal. | ||
| Line 213: | Line 263: | ||
The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.'' | The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.'' | ||
| + | ===<span style="color:#191970">[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks) Setup]</span>=== | ||
| + | ---- | ||
| + | [[File:SetupAccountInfo.png|thumb|upright|500x300px|Setup - Account Info]] | ||
| − | |||
| − | |||
| − | |||
| − | |||
''Click link above for a closer look at all [http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks) Setup] has to offer.'' | ''Click link above for a closer look at all [http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks) Setup] has to offer.'' | ||
| Line 235: | Line 284: | ||
'''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Customer_Import Customer Import]''' - Import customer profiles and payment information | '''[http://kb.chargeanywhere.com/index.php/Setup_Menu_(QuickBooks)#Customer_Import Customer Import]''' - Import customer profiles and payment information | ||
| − | |||
===<span style="color:#191970">Support</span>=== | ===<span style="color:#191970">Support</span>=== | ||
| − | [[File:SupportMenu.png|thumb| | + | ---- |
| − | + | [[File:SupportMenu.png|thumb|right|400x240px|Support]] | |
'''[[Change QB File ID]]''' - Change QB File ID will reset the payment application database and should only be used as a last resort to troubleshooting. All credit card information and payment history will be deleted from the payment application's database. | '''[[Change QB File ID]]''' - Change QB File ID will reset the payment application database and should only be used as a last resort to troubleshooting. All credit card information and payment history will be deleted from the payment application's database. | ||
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'''Last Import Date''' - Automatic imports will only import transactions processed after selected date. | '''Last Import Date''' - Automatic imports will only import transactions processed after selected date. | ||
| + | |||
===<span style="color:#191970">About CHARGE Anywhere</span>=== | ===<span style="color:#191970">About CHARGE Anywhere</span>=== | ||
| + | ---- | ||
This will display the version of your software. | This will display the version of your software. | ||
| − | '''Latest Version available: 2. | + | '''Latest Version available: 2.2.03.09''' |
| − | + | =='''<span style="color:#191970"> QB Integration</span>'''== | |
| − | |||
| − | |||
| − | |||
''QB Integration'' indicates that transactions processed with other applications on your gateway account will be imported to create payment records in QuickBooks. If you are using invoices to record sales in QuickBooks, follow the [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Invoice_Method '''Invoice Method'''] for QB Integration. Otherwise, follow the [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Sales_Receipt_Method '''Sales Receipt Method''']. | ''QB Integration'' indicates that transactions processed with other applications on your gateway account will be imported to create payment records in QuickBooks. If you are using invoices to record sales in QuickBooks, follow the [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Invoice_Method '''Invoice Method'''] for QB Integration. Otherwise, follow the [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#Sales_Receipt_Method '''Sales Receipt Method''']. | ||
| − | ===< | + | ===<div align="left"><u>Invoice Method</u>=== |
*Ensure that <u>Create Receive Payment</u> is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu. | *Ensure that <u>Create Receive Payment</u> is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu. | ||
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'''Result C:''' If neither the Invoice# nor Customer# is found in QuickBooks, payment will be created and applied to the Default Customer. (Payments can be moved from the Default Customer after import) | '''Result C:''' If neither the Invoice# nor Customer# is found in QuickBooks, payment will be created and applied to the Default Customer. (Payments can be moved from the Default Customer after import) | ||
| − | ===< | + | ===<div align="left"><u>Sales Receipt Method</u>=== |
| + | |||
*Ensure that <u>Create Sales Receipt</u> is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu. | *Ensure that <u>Create Sales Receipt</u> is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu. | ||
*Choose a <u>Sales Receipt Item</u> and <u>Sales Receipt Tip Item</u> in Default Info of the Setup Menu. Any sales receipt created upon import will include the Sales Receipt Item selected priced at the amount of the sale. | *Choose a <u>Sales Receipt Item</u> and <u>Sales Receipt Tip Item</u> in Default Info of the Setup Menu. Any sales receipt created upon import will include the Sales Receipt Item selected priced at the amount of the sale. | ||
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| − | < | + | |
| + | <div align="left"><u>'''Customer# Alternatives'''</u> | ||
The <u>Customer#</u> included in a transaction can be assigned to the matching <u>Customer Name</u>, <u>Company Name</u> or <u>Account Number</u> in QuickBooks. When using the Sales Receipt Method, some people choose to use the Account Number as the Customer# to avoid typung lengthy names when processing transactions. | The <u>Customer#</u> included in a transaction can be assigned to the matching <u>Customer Name</u>, <u>Company Name</u> or <u>Account Number</u> in QuickBooks. When using the Sales Receipt Method, some people choose to use the Account Number as the Customer# to avoid typung lengthy names when processing transactions. | ||
Log into QuickBooks as admin user. Go to Company > CHARGE Anywhere > Setup > Default Info. Set the Customer Number Field to Customer Name, Company Name or Account Number. | Log into QuickBooks as admin user. Go to Company > CHARGE Anywhere > Setup > Default Info. Set the Customer Number Field to Customer Name, Company Name or Account Number. | ||
| − | ==Error Handling / | + | =='''<span style="color:#191970">Product Updates'''== |
| + | ---- | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php?title=QS_QB_Product_Updates '''Quicksale for Quickbooks application updates'''] | ||
| + | |||
| + | ==<span style="color:#191970">Demos and FAQs</span>== | ||
| + | [http://www.chargeanywhere.com/demoquickbooks/index.html '''Demos'''] - Click link to view demo videos | ||
| + | [http://www.chargeanywhere.com/quickbooksdemo/index.html '''View Tutorial'''] - Click to browse QuickSale™ for QuickBooks Help Site. | ||
| + | |||
| + | |||
| + | '''Q: Is QuickSale™ for QuickBooks PCI compliant?''' | ||
| + | |||
| + | '''A:''' Yes. All of CHARGE Anywhere payment applications are driven by our Level 1 PCI validated payment gateway, ComsGate. We maintain the highest levels of PCI standards and best practices to ensure cardholder data is kept safe from misuse and identify theft. Utilizing the services of Compliance Point, the industry leader in CISP/PCI compliance, CHARGE Anywhere undergoes a continuous, rigorous audit process to confirm that our products and services are compliant with the latest Card Association regulations. | ||
| + | |||
| + | |||
| + | '''Q: Can QuickSale™ for QuickBooks work with my processor?''' | ||
| + | |||
| + | '''A:''' Yes. QuickSale™ for QuickBooks can work with any major processor in the US and Canada. Visit our corporate site for a complete list of processors that are compatible with QuickSale™ for QuickBooks. | ||
| + | |||
| + | {| class="wikitable" border="3" style="text-align:center; font-style:regular;" | ||
| + | |- | ||
| + | ! scope="row" | FD Rapid Connec*|| TSYS (Vital)* || Chase Payments* ||Elavon (Nova)* | ||
| + | |- | ||
| + | ! scope="row"| Global Payments || FD North* || Evertec* || Heartland | ||
| + | |- | ||
| + | |} | ||
| + | '''* Processor is certified for EMV transactions''' | ||
| + | |||
| + | =='''<span style="color:#191970">ACH Processors'''== | ||
| + | {| class="wikitable" border="3" style="text-align:center; font-style:regular;" | ||
| + | |- | ||
| + | ! scope="row" | First ACH || Sage (Global E-Telecom) || Cross Check || Transmodus (ACH) || TeleDraft ||PAYA | ||
| + | |- | ||
| + | |} | ||
| + | |||
| + | |||
| + | '''Q: What are the costs associated with QuickSale™ for QuickBooks?''' | ||
| + | |||
| + | '''A:''' All fees are designated by your merchant service provider. Please contact your merchant service provider for a price quote. | ||
| + | |||
| + | |||
| + | '''Q: Do I have to turn off Intuit Merchant Services before using QuickSale™ for QuickBooks?''' | ||
| + | |||
| + | '''A:''' No, QuickSale™ for QuickBooks does not interfere with any other processing software you are currently using. However, if you are utilizing a card reader, it may not be able to work properly with two merchant services simultaneously. | ||
| + | |||
| + | |||
| + | '''Q: How do I turn off Intuit merchant services in QuickBooks. | ||
| + | |||
| + | '''A:''' You will have to contact Intuit to cancel your account. | ||
| + | |||
| + | |||
| + | '''Q: How do I batch my transactions?''' | ||
| + | |||
| + | '''A:''' CHARGE Anywhere is a host capture gateway. All approved transactions are automatically batched by CHARGE Anywhere and sent to your processor for funding. There is nothing you will need to do to initiate the batch. | ||
| + | |||
| + | |||
| + | '''Q: How do I change my automated batch time?''' | ||
| + | |||
| + | '''A:''' You can contact your merchant service provider or CHARGE Anywhere Customer Support to change your batch time. Batches can be set to automatically close on any hour of the day. | ||
| + | |||
| + | |||
| + | '''Q: What peripherals can I use with QuickSale™ for QuickBooks? (card readers and pinpads)''' | ||
| + | |||
| + | '''A:''' For a complete list of peripherals, see [[Peripheral Help]]. | ||
| + | |||
| + | |||
| + | '''Q: Are my transactions accessible online?''' | ||
| + | |||
| + | '''A:''' Yes. All transactions are stored in the online [https://www.chargeanywhere.com/chargeanywheremanager/Login.asp Transaction Manager] for 24 months. After 24 months, all records are archived and can be retrieved upon request. | ||
| + | |||
| + | |||
| + | '''Q: What kind of customer support does QuickSale™ for QuickBooks offer?''' | ||
| + | |||
| + | '''A:''' CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET. | ||
| + | |||
| + | =='''<span style="color:#191970">QuickSale PC for Quickbooks Error Handling & Troubleshooting'''== | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Internal_Error An Internal Error was encountered] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Not_Displaying CHARGE Anywhere is not showing up in the Company Menu] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Please_enter_requested_information_in_Setup Please enter requested information in Setup] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Pending_Transactions Unable to Create Payment in QuickBooks] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Review_Pending_Transactions There are pending transaction(s) Do you wish to review them?] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Unexpected_Error Unexpected Error. Transaction will be canceled] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Could_Not_Add_Recurring_Transaction Could Not Add Recurring Transaction] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Charge_Anywhere_has_stopped_responding Charge Anywhere has stopped responding] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Could_not_send_Email_Bill_Presentment Could not send Email/Bill Pay] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Performing_Synchronization Performing Synchronization] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Runtime_Error Runtime Error opening QuickBooks] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/You_are_not_allowed_to_import_transactions You are not allowed to import transactions] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php/Unexpected_Error_Rotating_Keys Unexpected Error Rotating Keys] | ||
| + | |||
| + | ==<span style="color:#191970">'''Troubleshooting Your Card Reader'''</span>== | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php?title=Miura_M006#Troubleshooting Miura M006] | ||
| + | |||
| + | [http://kb.chargeanywhere.com/index.php?title=Miura_M010#Troubleshooting Miura M010] | ||
| − | [ | + | [http://kb.chargeanywhere.com/index.php?title=BBPOS_Chipper_BT#Troubleshooting BBPOS Chipper Bluetooth] |
Latest revision as of 13:58, 11 August 2022
Overview
QuickSale® for QuickBooks is an integrated payment app for QuickBooks Financial desktop versions Pro, Premier, and Enterprise 2012 and higher. For the best performance we recommend to use at least Quickbooks 17 desktop edition. CHARGE Anywhere will reside within the Company Menu of your QuickBooks Company File and offers a variety of ways to process and maintain your payments.
System Requirements: Windows 10; Microsoft .Net Framework 4.7 (minimum)
Supported Peripherals: Peripheral Help
Features: Free Online Transaction Manager & Virtual Terminal, Recurring Database, Import Transactions, AVS & CVV2, Clerk # & Invoice #, Level 1 and Level 2 Purchase Cards
Add on Features: Bill Pay; Signature Capture Hosting; Cash Discount
*A Credit Card Merchant Account is required to process credit card payments. CHARGE Anywhere does not provide Merchant Accounts but is compatible with all major Payment Processors in the US & Canada.
QuickSale designed for the use with QuickBooks works on third party hosted environment as long as the provider allows the application to be installed on their servers.
Getting Started
QS for QB Installation - Download and install QuickSale® for QuickBooks
- QS for QB Reinstallation - For those reinstalling QuickSale® for QuickBooks
Application Certificate - Grant CHARGE Anywhere permission to QuickBooks
QS for QB Setup Wizard - Configure the payment application to fit your business
Peripheral Help - Get help configuring cardreaders, pinpads, signature capture devices, etc
Client Implementation Guide - Get information on using the application to maintain PA-DSS compliance
Processing Transactions
QuickSale® for Quickbooks offers a variety of ways to collect payments. Choose the method that fits you best.
QuickSale - True to its name, a quick way to process a sale!
Process Payment - Process a sale, multiple invoice sales, voids or returns. (recommended)
Intuit Emulation - More comfortable with Intuit's method of processing a sale? We can do that too!
Recurring Transactions - Schedule your payments ahead of time.
Bill Pay - Send customers an email and let them pay you!
Transaction Responses
CHARGE Anywhere Menu Options
QuickSale
There are three ways a QuickSale can be initiated.
QuickSale from Invoice/Sales Receipt - Pull transaction data from an invoice or sales receipt. Upon approval, a payment will be applied to the current invoice or the sales receipt will be updated with the approval code.
QuickSale without Invoice/Sales Reciept - Search for a customer to run a sale. Upon approval, a payment or sales receipt will be created for the selected customer.
QuickSale from Swipe (not recommended) - Initate a sale by swiping a card through a compatible card reader. A customer will be created in QuickBooks with the same name as the track data on the credit card. Upon approval, a payment or sales reciept will be created and applied to the new customer.
Process Payment
You may process both Credit Card and ACH transactions through Process Payment.
Print Receipt
To print or email prior credit card receipts:
1. Go to Company > CHARGE Anywhere > Print Receipt.
2. Search for receipts using the customer filter and/or date range filter. Click Retrieve Credit Card Receipts.
3. Select the receipt(s) you wish to print or email. Emails will be sent to the email address listed in the QuickBooks customer profile.
Import Transactions
Import Transactions is a feature used to search for all transactions on your gateway account that was not processed by the payment application and automatically create the payment records within QuickBooks. This feature is recommended when utilizing the Transaction Manager, QuickSale™ for Mobile App, and any other device on your gateway account.
*To import, Do Not Import must be not be selected from the Trans Options tab of Setup.
*Imported sales will create payments or create sales receipts based on the selected option in the Default Info tab of Setup.
1. Go to Company > CHARGE Anywhere > Import Transactions.
2. Select a date range to view transactions processed within that timeframe.
3. Select the transactions you wish to import and click Import Transactions.
4. A dialogue screen will appear with the import results.
*Imported sales will be applied to the invoice# or customer# entered in the original transaction. If no invoice or customer matches in QuickBooks, the payment will be applied to the default customer.
*Voids can only be imported if the original sale transaction was created by the payment application in QuickBooks.
Pending Transactions
Pending Transactions stores transactions that have not finalized. Transactions with Pending Status occur when payment records have not been created. Otherwise, the payment application has not gotten a proper response from the gateway, possibly due to lack of internet connection or firewalls.
Pending Gateway Transactions - Transactions initiated from QuickBooks, but have not created payment records or have not reached the gateway for authorization.
Failed Import Transactions - Imported transactions that have failed to create payment records within QuickBooks
Failed Bill Presentments - Bill Presentments that have not been sent properly
Pending Gateway Subscriptions - Recurring Transaction that failed to be created
Bill Pay
Email invoices or statements to your customer that includes a link to a secured site so that the customer may enter their own payment information.
- Bill Presentment is an add-on service, please contact your merchant service provider to activate the service.
- Email settings must be configured in order to use the Bill Presentment feature.
To configure bill pay:
1. Header: Insert text or html to display as your header.
2. Footer: Insert text or html to display as your footer.
3. Center: Specifiy if you would like to center the form.
4. BackGroundColor: Specify a Background Color for your page.
5. BackGroundImage: Specify a Background Image for your page.
6. MerchantDBA: Specify a name you want your customers to see.
7. MerchantEmail: Specify an email address to be used.
8. CopyMerchant: Specify if the merchant will be copied.
9. Identification: Specify Identification to collect Bill Payment.
10. Transaction type: This will be set as "Sale"
11. Convenience fee: Select from None, Percentage or Amount.
12. Convenience fee: Enter the convenience fee value.
13. Custom text: Enter any custom text for your customers.
How to send a bill pay from QuickBooks:
1. Go to Company > CHARGE Anywhere > Bill Presentment.
2. Select Single Invoice, Single Statement or Multiple Invoices.
3.Type Invoice #, Statement # or search for multiple invoices and confirm that you would like to send bill pay.
4.Verify the bill presentment details and press OK. (The fields can be automatically populated by configuring Bill Pay tab in the Setup menu.)
5. A dialog screen will appear. It will ask if you would like to preview the bill pay and display the results of the bill pay.
Once the customer has processed payment, transactions can be imported to create payment records within QuickBooks. See Import Transactions
Recurring Transactions
Initiate a set number of sale transactions to be automatically processed against a customer's account within a scheduled time frame. All approved sales can be imported to create payment records within QuickBooks.
Recurring Transactions - Add New
Recurring Transactions - Edit Subscription
Import From Gateway: Click to sync the payment application database with the Transaction Manager Recurring Database and import transactions,
Active/Inactive Subscriptions: Toggle between active and inactive subscriptions.
Reports
Credit Card Expiration Date Range allows you to search for all credit cards saved in the payment application database that will expire within a selected timeframe.
Transaction Manager
Click to have your default browser open to the Transaction Manager log in page. Log in to view account activity, export transaction history, and process transactions via Virtual Terminal.
The username for Transaction Manager is included in your activation email. The password is sent in a seperate email for security purposes.
Setup
Click link above for a closer look at all Setup has to offer.
PLEASE NOTE: Only the admin user of the company file should enter the Setup menu. Accessing Setup while logged in as a non admin user has the abiltiy to remove required information.
Account Info - Registration info and advanced features
Trans Options - Adjustable transactions options geared to fit your method of processing
Default Info - Required components for the payment application
Print Options - Receipt options and peripheral configurations
Email - Required to email receipts and bill presentments
Bill Presentment - Adjustable options for the Bill Presentment view (Bill Presentment tab will only be visible if bill presentment is active on your gateway account)
Customer Import - Import customer profiles and payment information
Support
Change QB File ID - Change QB File ID will reset the payment application database and should only be used as a last resort to troubleshooting. All credit card information and payment history will be deleted from the payment application's database.
Plug In Path - Displays the current and previous locations of the payment application database, (db4.mdb). Simple Migration allows you to change this path.
Run Simple Migration - Simple Migration is a tool that allows you to select the database that will be accessed by the payment application.
Run Unlock DB - Unlocks various forms to allow them to be processed against.
Run Mark as Migrated - Bypasses conversion from antiquated versions.
Last Import Date - Automatic imports will only import transactions processed after selected date.
About CHARGE Anywhere
This will display the version of your software.
Latest Version available: 2.2.03.09
QB Integration
QB Integration indicates that transactions processed with other applications on your gateway account will be imported to create payment records in QuickBooks. If you are using invoices to record sales in QuickBooks, follow the Invoice Method for QB Integration. Otherwise, follow the Sales Receipt Method.
Invoice Method
- Ensure that Create Receive Payment is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu.
- Include an Invoice# or Customer# when processing every non-QuickBooks transaction for proper assignment during import.
*To create payment records in QuickBooks, follow steps for Importing Transactions
Result A: If Invoice# was included in the original sale, a payment will be created and applied to that invoice.
Result B: If Invoice# is not found in QuickBooks or Invoice# was not included in transaction, the payment will be created for the Customer# included in the original transaction.
Result C: If neither the Invoice# nor Customer# is found in QuickBooks, payment will be created and applied to the Default Customer. (Payments can be moved from the Default Customer after import)
Sales Receipt Method
- Ensure that Create Sales Receipt is selected for "Choose the type of QuickBooks transaction you would like to record for imported sales" in Default Info of the Setup menu.
- Choose a Sales Receipt Item and Sales Receipt Tip Item in Default Info of the Setup Menu. Any sales receipt created upon import will include the Sales Receipt Item selected priced at the amount of the sale.
- Include a Customer# when processing every non-QuickBooks transaction for proper assignment during import. (If you would like to assign a Sales Receipt #, include it as the Invoice# in the original transaction.)
*To create Sales Receipts in QuickBooks, follow steps for Importing Transactions
Result A: If Customer# was included in transaction, a Sales Receipt will be created for that customer.
Result B: If Customer# is not found in QuickBooks, a Sales Receipt will be created for the Default Customer. (Sales Receipts can be moved from the Default Customer after import)
Result C: If Invoice# was included in original transaction, the created Sales Receipt will be assigned that #. (If that Sales Receipt# already exists in QuickBooks, a new Sales Receipt will NOT be created. The existing Sales Receipt will be updated with the transaction's approval code.)
The Customer# included in a transaction can be assigned to the matching Customer Name, Company Name or Account Number in QuickBooks. When using the Sales Receipt Method, some people choose to use the Account Number as the Customer# to avoid typung lengthy names when processing transactions.
Log into QuickBooks as admin user. Go to Company > CHARGE Anywhere > Setup > Default Info. Set the Customer Number Field to Customer Name, Company Name or Account Number.
Product Updates
Quicksale for Quickbooks application updates
Demos and FAQs
Demos - Click link to view demo videos View Tutorial - Click to browse QuickSale™ for QuickBooks Help Site.
Q: Is QuickSale™ for QuickBooks PCI compliant?
A: Yes. All of CHARGE Anywhere payment applications are driven by our Level 1 PCI validated payment gateway, ComsGate. We maintain the highest levels of PCI standards and best practices to ensure cardholder data is kept safe from misuse and identify theft. Utilizing the services of Compliance Point, the industry leader in CISP/PCI compliance, CHARGE Anywhere undergoes a continuous, rigorous audit process to confirm that our products and services are compliant with the latest Card Association regulations.
Q: Can QuickSale™ for QuickBooks work with my processor?
A: Yes. QuickSale™ for QuickBooks can work with any major processor in the US and Canada. Visit our corporate site for a complete list of processors that are compatible with QuickSale™ for QuickBooks.
| FD Rapid Connec* | TSYS (Vital)* | Chase Payments* | Elavon (Nova)* |
|---|---|---|---|
| Global Payments | FD North* | Evertec* | Heartland |
* Processor is certified for EMV transactions
ACH Processors
| First ACH | Sage (Global E-Telecom) | Cross Check | Transmodus (ACH) | TeleDraft | PAYA |
|---|
Q: What are the costs associated with QuickSale™ for QuickBooks?
A: All fees are designated by your merchant service provider. Please contact your merchant service provider for a price quote.
Q: Do I have to turn off Intuit Merchant Services before using QuickSale™ for QuickBooks?
A: No, QuickSale™ for QuickBooks does not interfere with any other processing software you are currently using. However, if you are utilizing a card reader, it may not be able to work properly with two merchant services simultaneously.
Q: How do I turn off Intuit merchant services in QuickBooks.
A: You will have to contact Intuit to cancel your account.
Q: How do I batch my transactions?
A: CHARGE Anywhere is a host capture gateway. All approved transactions are automatically batched by CHARGE Anywhere and sent to your processor for funding. There is nothing you will need to do to initiate the batch.
Q: How do I change my automated batch time?
A: You can contact your merchant service provider or CHARGE Anywhere Customer Support to change your batch time. Batches can be set to automatically close on any hour of the day.
Q: What peripherals can I use with QuickSale™ for QuickBooks? (card readers and pinpads)
A: For a complete list of peripherals, see Peripheral Help.
Q: Are my transactions accessible online?
A: Yes. All transactions are stored in the online Transaction Manager for 24 months. After 24 months, all records are archived and can be retrieved upon request.
Q: What kind of customer support does QuickSale™ for QuickBooks offer?
A: CHARGE Anywhere Customer Support and Technical Support are available Monday through Friday from 9am to 7pm ET.
QuickSale PC for Quickbooks Error Handling & Troubleshooting
An Internal Error was encountered
CHARGE Anywhere is not showing up in the Company Menu
Please enter requested information in Setup
Unable to Create Payment in QuickBooks
There are pending transaction(s) Do you wish to review them?
Unexpected Error. Transaction will be canceled
Could Not Add Recurring Transaction
Charge Anywhere has stopped responding
Runtime Error opening QuickBooks
You are not allowed to import transactions
Unexpected Error Rotating Keys
