How do I connect QuickBooks Merchant Services with Storefront?

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I've recently been approved for QuickBooks Merchant Services. How do I connect QBMS with my Storefront?
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Posted 7 years ago

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If you've already been approved, follow the steps listed. If you haven't, you'll need to apply for a QuickBooks Merchant Services (QBMS) Merchant Account.

To connect your QBMS to Storefront:
  1. Open Storefront.

  2. Click Store, then click Payment Prefs.

  3. Click the arrow next to Credit Cards (Merchant Account) to expand the menu if it isn't already.

  4. Enter the appropriate information for Credit Card payments. Select the Credit Cards you're approved to accept.

  5. Required for QBMS processing Click Require customer to provide credit card information.

  6. In the Processor section, select QuickBooks Merchant Services in the Other Processors menu.

  7. Click Configure.

  8. For Fulfillment Method choose when to capture payments from your customers. Choose:

  • Immediate - to charge the customer's credit card as soon as they place the order.

  • Future - to charge the customer's credit card when the order status is marked Shipped.

  • Optional For additional security, click Enable Card Security Code and Force Customer to provide Security Code.

  • Many online stores use this additional validation to reduce the risk of an unauthorized credit card purchase.
  • For Test Mode, make sure Enabled is not checked. Read more about Credit Card Test Mode.

  • Under QuickBooks Merchant Services Parameters, click the here link and follow the onscreen instructions to connect your QBMS account to your Storefront.

    • In the Attach Applications screen, click Proceed to Login Page.

    • Enter the Login name and Password for your QBMS account, then click Log In. This may be different from the login information for your Storefront.

    • Review the information in the Connection Setup Complete screen, then click Back to payment preferences.

  • Click Submit in the Storefront Payment Prefs screen.

  • Note: You can also review this 4 page PDF Guide to Connect QuickBooks Merchant Services to Storefront.

    Hope that helps!

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