Setting up your Quickbooks Merchant Services Gateway

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To add your Quickbooks Gateway account to your database, you will first need the following Quickbooks credentials:
 - Connection Code

To secure a Connection Code, go to
Login using your Quickbooks Login credentials.
Then click 'Create New Connection'
This will prompt you for the URL of your page, enter your database's URL and click 'Save and Continue'
Finally, copy the Connection Code they provide on the following page.

After you secure these credentials, go to Settings > Setup > Payment Gateways.

Click Add New Gateway
Enter your desired Title
Select 'Intuit QuickBooks Merchant Services' as the gateway type

Enter your Connection Code as the 'Gateway Password'

If this is going to be the primary gateway for your database, select 'Default Gateway' at the top right.
Simulation Mode is used to bypass the gateway and always return a fake successful transaction (NOT Recommended)
If you want to pre-authorize charges, then capture funds - check the Pre-Auth/Capture box.
  - This limits the opportunity for failed or missed transactions. Not all Gateways support this functionality. QuickBooks supports Pre-Auth/Capture.
If you are going to allow refunds on this gateway (by admin users or otherwise) check the 'Allow Refunds' box.
You can optionally set a Refund Expiration in days from the initial transaction. 0 is no restriction.
ECC is not supported on Quickbooks.
Payment Neutral can be used to assess a fee for processing payments through this gateway.

Under Accepted Payment Methods, select the card types you want to accept through this gateway.

Click the Save button at the top right.

Note: if you are setting this as your default gateway, a prompt will confirm you want to save these changes. It will remove the stored gateway from any products that use your previous default gateway, and also warn you that changes to this gateway will also affect past transactions (you may not be able to refund past transactions if you update the gateway, for example).

A completed Quickbooks Gateway will look as below:

This knowledge article provides information on specific Configio features. To ensure continuity with documentation and product functionality, Configio reserves the right to amend or update this knowledge article as needed. For more information, reach out to Configio Support.

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