Customer Name

111-Payment Application Default is a customer automatically created by the payment application for the purposes of testing and error handling. Do not delete this customer, as it is mandatory component of the program.

1. Log into QuickBooks as admin user and go to Company > Charge Anywhere > Setup > Default Info.

2. Click Search next to Customer Name field, type 111 and click search. This should display the default customer. Double click that customer to select.

• If customer does not appear during search:

3. Click on Trans Options tab and unselect the first option “Automatically synchronize the encrypted database…”. Press Ok on the setup menu.

4. Open up the Customer Center, click on the Customer & Jobs tab, and set the View dropdown to ‘All Customers’.

5. Look for 111-Payment Application Default (or any previous names associated with 111. Older versions have different names.)

• If default customer is found in Customer List:

a) Make the customer inactive and then active by clicking to the left of the customer name, to prompt the payment application.

b) A pop up will appear stating “You have updated information for…”. Click yes.

c) Enter test card# (4446661234567892) and exp date (1220) into the Customer Update screen and click OK. A message will appear stating that all information has been updated. Click Ok.

• If default customer is not found in Customer List, we will need to manually create that customer

a) Click New Customer & Jobs dropdown and select New Customer

b) Fill in Customer Name with “111-Payment Application Default” and click OK.

c) A pop up will appear stating “You have updated information for…”. Click yes.

d) Enter test card# (4446661234567892) and exp date (1220) into the Customer Update screen and click OK. A message will appear stating that all information has been updated. Click Ok.

6. Repeat steps 2 & 3.