Setup Menu (QuickBooks)
PLEASE NOTE: Only the admin user of the company file should enter the Setup menu.
Contents
Account Info
Software License Key/ Phone Number/ Company ID: To register the payment application on an account, you will need to provide the software license key, phone number, and company ID. Each of these values are included in your activation email.
View Tutorial - Click to view CHARGE Anywhere Designed for Use with QuickBooks Help Site.
QB Start Wizard - A streamlined approach to the Setup Menu.
Features - Offers advanced options and tools.
Server Location: Displays the location of the database file (db4.mdb) that is currently being utizilized by the payment application.
Trans Options
Automatically synchronize the encrypted database upon adding/modifying QuickBooks Customers: If unchecked, Payment application will prompt to synchronize the encrypted database after a customer profile has been modified.
Automatically request to process payment upon saving Receive Payment/Sales Receipt: (Intuit Emulation) If checked, a prompt to process payment will appear the first time you save a Receive Payment/Sales Receipt. (Please note, you will be prompted after every receive payment/sales receipt regardless of payment type. Also, if payment is not approved, that receive payment/sales receipt will need to be deleted or voided manually.)
Allow Duplicate Transactions: If unchecked, payment application will block the second transaction on one card for the same amount within a batch.
Card Present: If checked, the card present field will be automatically checked in all of the payment application windows.
Do Not Import Transactions from Gateway: This option is selected by default. If unselected, you will be able to import transactions run from different devices on the same account to create payment records within QuickBooks.
Import Returns/Voids: You can select what time frame the payment application will search for payments in QuickBooks to adjust upon importing returns/voids being.
Automatic Import: If checked, you will be able to set up a timed import of transactions run from different devices on the same account to create payment records within QuickBooks, You can select to receive notifications upon completion of import or if import failed.
Sales Tax: You can choose to have payment application calculate sales tax on all your sales. You can also select to run all your transactions as tax exempt.
