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Quickbooks Merchant Sevices Setup

The steps below will get you all the information you need to setup for the Quickbooks Merchant Services Gateway.

1.  Getting your AppID

We need to generate an application ID, all QBMS applications are required to register with intuit IDN you will need to sign up for the IDN account if you have not already,  this is free.  

    a.  Log in to the Web site at appreg.intuit.com (there is a register link there as well).  You should see this screen below.  

qbms_step_a.png


    b.  Click the “ADD Button”

qbms_step_b.png

Note the radio buttons,  If you are wanting to “TEST” it make sure your selecting IDN,  or if you want to go live with it,  select production.

    c.  That will bring up this form, Fill it out with the what it requests using what is explained below.

        1.  Application Type is where you select your Security model, you will want to select the Desktop option as shown in the above screenshot.

        2.  Make sure you have access to the email you put in the contact email box

    d.  After you click save you will be taken to this screen:

qbms_step_c.png


    e.  Enter the Code sent to you by email, and click verify, you should be back to where you started 

qbms_step_g.png

 

    f.  Write down the “AppID” and “AppLogin” as you will need it when you configure the module

     g.  Follow the Prompts.

2.  Now we get in to the area that most people are confused over, Generating a connection Ticket.   It is actually pretty easy once you understand the process, to generate the Connection Ticket, you need the login info for the Merchant account,  either PTC or Production,  

For PTC (testing) follow this URL

https://merchantaccount.ptc.quickbooks.com/j/sdkconnection/connectionList?appid=YOURAPPID

for Production 

https://merchantaccount.quickbooks.com/j/sdkconnection/connectionList?appid=YOURAPPID

Where “YOURAPPID” place your application id.

You will be asked to log in to your merchant account, once you log on you will see the image below.

qbms_step_d.png

 

3.  Click the “Create New Connection” Button

Now you should be at this page and your connection ticket will be displayed

qbms_step_e.png

Write down the Connection Ticket.

We have finally completed all of the steps and have gotten all of the info we need to configure the QBMS module, so log back in to your carts admin area and go to Cart Settings -> Payment Methods

You will than see the screen below which you will fill in the information you collected from the above steps.

qbms_step_f.png
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