Tired of running to the post office and the bank to get your customers payments

Size: px
Start display at page:

Download "Tired of running to the post office and the bank to get your customers payments"

Transcription

1 Getting Paid With QuickBooks Payments APPENDIX E Tired of running to the post office and the bank to get your customers payments into your bank account? Fortunately, Intuit s new electronic payment subscription service, QuickBooks Payments, offers an easier way. When you subscribe to this service and then create invoices in QuickBooks, the s you send to your customers include a Pay Now button they can click to pay by credit card or bank transfer. Unlike with earlier Intuit payment services, a single QuickBooks Payments account can handle payments via bank transfer, e-check, credit card info you or your customers type in, and credit cards you swipe with a card reader. You can also record payments by scanning checks you receive from within QuickBooks. You can then download payments you receive as you would other bank transactions. After you match those downloaded transactions to the ones you ve recorded in QuickBooks, the program marks the corresponding invoices as paid. This appendix guides you through setting up a QuickBooks Payments account, choosing the types of payment you accept, getting paid with online payments, and managing your QuickBooks Payments account. An Intro to QuickBooks Payments In the past, Intuit s myriad payment services (Intuit PaymentNetwork, Intuit Merchant Services, and Intuit GoPayments) left people wondering which one to subscribe to and which ones to use in different situations. Intuit has eliminated that confusion by replacing all those services with a single service that does it all: QuickBooks Payments. With that one subscription, you can create invoices in QuickBooks that let your customers pay online, and then receive those payments via credit card (whether E-1

2 SETTING UP YOUR QUICKBOOKS ACCOUNT swiped or typed), bank transfer, or e-check. In addition, you can manage all your electronic payments on a single website. NOTE QuickBooks Payments works with QuickBooks 2015 R5 (which was released in December 2014) or later. (The new payment features weren t available in QuickBooks 2015 R1 to R4.) If you re running QuickBooks 2012 through 2014, you can still receive electronic payments using Intuit PaymentNetwork. QuickBooks Payments has two rate plans: Standard Rates and Reduced Rates. With both plans, you pay only 50 cents when you receive a payment via bank transfer. The difference in the plans arises when you receive payments via credit card: The Standard Rates plan doesn t charge a monthly fee, but its rates for credit card transactions are higher than the Reduced Rates plan (perfect if you only receive small dollar amounts via credit card). Conversely, the Reduced Rate plan charges a monthly fee but offers lower credit card rates. If your credit card payments really add up, go with the Reduced Rates plan. TIP If you accept credit card payments and want to see whether the Reduced Rates plan is worthwhile, calculate the average monthly payments you receive from customers by swiping credit cards and by typing in credit card numbers (for example, your totals could be $2,000 and $3,000, respectively). Next, calculate the difference between the Standard and Reduced Rates plans. When this appendix was published in March 2015, the difference between Standard and Reduced Rates for swiped payments was.45% and the difference for typed payments was.25%. Use the rate difference to calculate how much more you would pay with Standard rates. In this example, the difference is $15.50: swiped-payment fees are $9 (.45% $2,000) and typed-payment fees are $6.50 (.25% $3,000). Because the Reduced Rates plan s current monthly fee is $19.95, the Standard Rates plan costs less in this example ($4.45 less, to be exact). You can get even lower rates if you sign up for QuickBooks Payments through your accountant. Because plans and rates may change, head to com/payments to review the plans before you sign up. Setting Up Your QuickBooks Payments Account If you already have an Intuit PaymentNetwork, Merchant Services, or GoPayments account that you ve used with your QuickBooks company file, you don t have to sign up for a QuickBooks Payments account. Your existing account should automatically convert to a QuickBooks Payments account when you upgrade to QuickBooks 2015 R5 or later. (If your account doesn t convert for some reason, call Intuit support at ) Here s how to sign up for QuickBooks Payments for the first time: 1. In QuickBooks, choose Customers Add Credit Card Processing. The program opens a browser window to the QuickBooks Payments page (the label at the page s top right reads Step 1 of 3 ), which includes a brief E-2 QUICKBOOKS 2015: THE MISSING MANUAL

3 description of the subscription service and radio buttons so you can choose between the two rate plans. Select the Low monthly rates option to sign up for the Reduced Rates plan (page E-2), or select the Pay as you go option to sign up for the Standard Rates plan. SETTING UP YOUR QUICKBOOKS ACCOUNT NOTE Although the item in QuickBooks Customers menu is labeled Add Credit Card Processing, you don t have to accept credit cards you can choose to accept only bank transfers or e-checks. As you ll learn on page E-5, after you subscribe to QuickBooks Payments and link your account to your company file, you can choose which payment types to accept and specify payment types for each customer. 2. Select the option for the rate plan you want, and then click the Get Started button. The Tell us about your business page appears in the browser window. You ll see the text Step 2 of 3 at the window s top right. 3. Fill in the fields with your company and bank account information, and then click Continue. When you click Continue, the You re almost finished page appears in the browser window. (You ll see the text Step 3 of 3 at the window s top right.) This page asks for information about the business owner, such as address, Social Security number, and birthday. Intuit uses this info to check the owner s credit history before approving a credit card merchant account for the company. 4. Fill in the business owner s info, and then click Finish. The You re almost there screen that appears displays your account application ID and explains the next step in the sign-up process: You can call the folks at Intuit at (866) or wait for them to send you an with instructions on what you need to do next. 5. When you receive the that tells you your QuickBooks Payments account is approved, in the message body, click the Create User ID button. The Intuit Payment Solutions Create or confirm User ID and Password page opens in a browser window. If Intuit finds an existing User ID for you (if you already have an account with an earlier Intuit payment service, for example), it fills in the address box with that ID. In that case, all you have to do is type your existing password, and then click Save. To create a new account, in the address box, type your address; in the Password box, type the password you want to use. Then, click Save. 6. Click Done, and then close the browser window. Your QuickBooks Payments account is ready to go, but you have to perform a few more steps to handle electronic payments in QuickBooks. Appendix E: Getting Paid With QuickBooks Payments E-3

4 SETTING UP YOUR QUICKBOOKS ACCOUNT 7. To link your payments account to your QuickBooks company file, open your company file in QuickBooks, and then choose Customers Link Payment Service to Company File. A browser window opens to the Payments Login page (Figure E-1). FIGURE E-1 Fill in your QuickBooks Payments account User ID (or address) and password. When you click Link service, as a security precaution, Intuit sends you an in order to verify that you can access your address. 8. In the User ID/ Address box, type your QuickBooks Payments User ID or your address. In the Password box, type your password. Then click Link service. The Account activation: Verify address page appears and displays the address you used to sign up for your payments account. 9. To confirm that you have access to your address, click Send. When you receive the verification from Intuit, in the message body, click the Log in button. A browser window opens to the Payments Login page. 10. Once again, fill in your User ID (or address) and your password, and then click Save. If you logged in successfully, you ll see the User ID and password saved page. To learn more about working with Intuit Payment Solutions, click the View demo links. When you re done exploring, close the browser window. E-4 QUICKBOOKS 2015: THE MISSING MANUAL

5 In QuickBooks, you can tell that your company file is linked successfully when you see Credit Card Processing Activities and Check Processing Activities entries in the Customers menu. SETTING THE PAYMENT TYPES YOU ACCEPT Setting the Payment Types You Accept Your QuickBooks Payments account can handle swiped and typed credit card payments and bank transfers, but you don t have to use every method. QuickBooks preferences let you specify which payment types you want to offer to all your customers. After you select the payment types you accept, you can specify particular payment types for individual customers. And when you create a customer invoice, you have a chance to change the payment types you accept. This section explains how to specify payment types in all these situations. Setting Payment-Type Preferences QuickBooks online payment preferences determine which payment types the program initially turns on for new customers you create. When you set payment-type preferences, you can tell QuickBooks to apply those settings to all existing customers. Here s how to set QuickBooks payment-type preferences: 1. Choose Edit Preferences Payments, and then click the Company Preferences tab. When your company file is linked to a QuickBooks Payments account, you ll see the Online Payments section, shown in Figure E-2. FIGURE E-2 When your company file is linked to a QuickBooks Payments account, the Online Payments section appears on the Payments category s Company Preferences tab. Turn on the checkboxes for the payment types you want turned on for new customers you create. (You can change payment types for individual customers, as described on page E-6.) 2. Turn on the Credit Card checkbox to turn on credit card payments for new customers. To turn on payments via bank transfer for new customers, turn on the Bank Transfer (ACH) checkbox. Appendix E: Getting Paid With QuickBooks Payments E-5

6 SETTING THE PAYMENT TYPES YOU ACCEPT When you create new customers, the payment types that you turn on here will be turned on in the new customers records. 3. Click OK to save your preferences and close the Preferences dialog box. The Apply Changes dialog box that opens tells you that the payment types you turned on will apply to any new customers you create. 4. In the Apply Changes dialog box, click the Apply to existing customers button if you want to apply those payment types to all existing customers. If you instead want to choose payment types for existing customers, click No and read the next section. QuickBooks saves your settings and closes the Preferences dialog box. Now, you re ready to use QuickBooks Payments to get paid, as described in the rest of this appendix. Setting Payment Types for Individual Customers You can change the payment types to accept for individual customers any time you want. Here s what you do: 1. Open the Customer Center (on the Home Page, click Customers) and, in the Customers & Jobs list, right-click the customer or job you want to edit, and then chose Edit Customer:Job from the shortcut menu. The Edit Customer window opens. 2. In the Edit Customer window, click the Payment Settings tab. The Online Payments section appears on the window s right side (see Figure E-3). 3. Turn on the appropriate payment-type checkbox(es) Credit Card and/or Bank Transfer (ACH) to accept the corresponding payment type(s). Remember, you can change the customer s payment type(s) any time you want. 4. Click OK to save the customer record. Page E-9 describes how customers choose how to pay. Changing Payment Types Before Sending an Invoice When you create a customer invoice, you have one last chance to change the payment types the customer can use. Here s how to change the payment types for an invoice: 1. Open the Create Invoices window (Ctrl+I), choose the customer you want to invoice, and fill in the fields as you would normally (page 229). The History pane on the window s right side identifies the payment types the customer can use to pay the invoice. 2. To choose different payment methods, click the Change link (circled in Figure E-4, background). The Change Invoice Options dialog box opens (Figure E-4, foreground). E-6 QUICKBOOKS 2015: THE MISSING MANUAL

7 SETTING THE PAYMENT TYPES YOU ACCEPT FIGURE E-3 Turn the payment-type checkboxes (circled) on or off to tell QuickBooks whether a customer can pay using those methods. 3. Turn on the checkboxes for the payment type(s) you want to offer for this invoice, and then click Save. FIGURE E-4 As you can see here, the History pane s Customer Payment section (labeled) specifies the payment methods the customer can use for this invoice. To choose different methods, click the Change link (circled). Just remember: Turing on checkboxes in the Change Invoice Options dialog box offers the corresponding payment types only for this invoice. Appendix E: Getting Paid With QuickBooks Payments E-7

8 SETTING THE PAYMENT TYPES YOU ACCEPT 4. To the invoice, on the Create Invoices window s Main tab, click Invoice. With QuickBooks Payments, you have to invoices if you want customers to be able to pay online. That s because the invoices themselves don t include links for paying online. Instead, the online payment links appear in the s you send to customers, as described in the next step. 5. In the QuickBooks Payments Account Sign-in dialog box that appears, fill in your payment account address or user ID and your password, and then click Sign In. QuickBooks creates an message with the invoice attached to it and opens it in your program. The message includes the View & Pay Invoice button, which your customer clicks to pay online. Figure E-5 shows the message when you send s via Outlook. Send the as you normally would. FIGURE E-5 QuickBooks attaches the invoice to an message addressed to your customer. The message includes the View & Pay Invoice button, which lets the customer pay online. QuickBooks includes the invoice s due date next to the Invoice heading at the message s top left. E-8 QUICKBOOKS 2015: THE MISSING MANUAL

9 6. Back in QuickBooks Create Invoices window, click Save & Close. The next section describes what happens when the customer pays the invoice. RECEIVING Receiving Payments When you invoices to customers, they can click the buttons in those s to pay their invoices online. But what if a customer calls to give you her credit card number? No problem. This section explains how customers can make online payments and how you record a customer s payment in QuickBooks when, for example, a customer gives you his credit card number over the phone. How Customers Pay Online As you learned in the previous section, the with an attached invoice that you send to a customer includes a View & Pay Invoice button they can click to pay online. This section describes how online payments work from your customers perspective. Here s what customers do to pay online: 1. Your customer clicks the View & Pay Invoice button in the they received from you. A browser window opens to the Intuit payment site and displays the invoice you sent, as shown in Figure E-6. At the top of the page, the customer sees your company s name along with the invoice number, due date, and amount owed. Below that, the full invoice appears. Below the Pay now button, the customer can click Print or Save PDF to print a hard copy or save the invoice to their computer, respectively. TIP If the customer already has an Intuit ID or wants to create one, he can click the Sign in link at the page s top right (labeled in Figure E-6). He then needs to provide his credit card and/or bank account information. That way, when he signs in, he doesn t have to retype his payment info each time he pays an invoice. 2. To pay the invoice, your customer clicks the Pay now button. The Payment information screen appears. The payment options that appear here depend on the payment types you chose to accept (page E-5). In Figure E-7, the Credit card option is selected, so credit card fields appear. If the customer selects the Bank option, bank account fields appear instead. 3. If necessary, the customer selects the payment method they want to use. In the payment fields, they fill in their payment info (if they haven t signed in). For credit card payments, they enter the cardholder name, Zip code, credit card number, expiration date, and card verification code. For bank transfers, the customer has to provide the bank account type (checking or savings, for example), bank name, routing number, account number, and the account holder s first and last name. Appendix E: Getting Paid With QuickBooks Payments E-9

10 RECEIVING FIGURE E-6 A customer doesn t have to create an Intuit ID or sign in using one. She can simply click Pay now to jump to the Payment information page. However, if she has an Intuit ID, she can click Sign in and the page fills in her payment info automatically. FIGURE E-7 This screen shows the amount due and the due date, but not your company s name. When the customer selects the Credit card or Bank option, fields for the corresponding payment info appear. If the customer signed in with her Intuit ID, the payment fields are filled in automatically with the information she provided when she set up her ID. E-10 QUICKBOOKS 2015: THE MISSING MANUAL

11 4. After the payment fields are filled in, the customer clicks Next at the screen s bottom right. RECEIVING The Review and Pay screen appears showing the payment amount, due date, and payment info the customer provided. If the payment info isn t correct, the customer can click (Edit) to make the necessary changes. 5. When everything looks good, the customer clicks Send payment at the screen s bottom right. The Payment sent pop-up dialog box appears. A large white checkmark in a green circle is the customer s visual cue that the payment was sent. The customer can click Print receipt to print a payment receipt, though that receipt doesn t include your company s name. However, Intuit also s the customer a copy of the receipt that does include your company s name. 6. The customer closes the browser window that opened when she clicked the View & Pay button in step 1. After the customer has submitted her payment, you ll receive an from Quick- Books Payments telling you that you received a payment from the customer, the invoice number, the amount, and the due date. Processing a Credit Card Payment in QuickBooks Suppose a customer calls to read his card number to you over the phone. Or perhaps you record a sales receipt in QuickBooks and want to type in the customer s credit card number to process a payment. Here s how to process a credit card payment using an invoice as an example: 1. On the Home Page, click the Receive Payments icon (or choose Customers Receive Payments). The Receive Payments window opens. NOTE To process a credit card payment for a sales receipt, perform the following steps in the Enter Sales Receipts window [page 362] instead of the Receive Payments window. 2. On the Receive Payments window s Main tab, turn on the Process payment checkbox, shown in Figure E-8, and then click the Credit Debit button to process a credit card payment. When you click the Credit Debit icon, the QuickBooks Payments: Process Credit Card dialog box opens. 3. If you have a card reader you received from Intuit, click the Swipe Card button and then swipe the card. Otherwise, fill in the credit card information, and then click Process Payment. A confirmation window appears to show the processed payment info. Appendix E: Getting Paid With QuickBooks Payments E-11

12 RECEIVING FIGURE E-8 In the Receive Payments window, turn on the Process payment checkbox to process an online payment. Then, click the Credit Debit button to open a dialog box for recording a credit card payment. Similarly, if you create a sales receipt and want to record an online payment for it, you turn on its Process payment checkbox and then click the Credit Debit button. 4. Click the X at the confirmation window s top right to close it. NOTE You can also accept payments via a mobile device, such as an iphone, ipad, or Android phone or tablet. To accept payments in this way, you need to download Intuit s GoPayment app to your mobile device, create a login, and set up your card reader. (To learn how to perform all these steps, head to QBmobilepayments.) Once your card reader is ready to go, you can swipe customers credit cards wherever you are. To download those payments into QuickBooks, choose Customers Credit Card Processing Activities Get Online Payments. Processing e-check Payments in QuickBooks An e-check is the electronic equivalent of a paper check. For example, you can process an e-check payment by entering your customer s bank account info or scanning a customers paper check from within QuickBooks. This section describes how to record e-check payments using either method. NOTE When you process e-checks in QuickBooks, the program electronically transfers the check information via the Federal Reserve Bank s ACH Network, which, in turn, transfers the funds from your customer s bank account to your bank account. Here s how to record an e-check payment by typing in bank information using a sales receipt as an example (you can perform similar steps to record an e-check payment in the Receive Payments window): E-12 QUICKBOOKS 2015: THE MISSING MANUAL

13 1. On the Home Page, click the Sales Receipts icon (or choose Customers Enter Sales Receipts). RECEIVING The Enter Sales Receipt window opens. 2. Fill in the Sales Receipt as you normally would (page 362). Choose the customer or job from the Customer:Job menu, and then fill in the tables with items, quantities, rates, and amounts, as necessary. 3. Click the E-Check button. The QuickBooks Payments: E-Check Processing dialog box opens. 4. Fill in the customer s name, bank routing number, bank account number, and phone number. In the Account Type drop-down list, choose the customer s account type, such as Consumer Checking, as shown in Figure E-9. FIGURE E-9 When you click the e-check icon, the Quick- Books Payments: E-Check Processing dialog box pops up. Fill in the customer s name, phone number, and bank info. You also have to specify whether the customer authorized the payment over the phone or in writing. Appendix E: Getting Paid With QuickBooks Payments E-13

14 RECEIVING 5. To choose the customer verification method you re using, select either the I have signed authorization or Customer is on the phone radio button. If you select Customer is on the phone, the dialog box displays a script that you must read to your customer. 6. Once you have signed authorization from your customer or you ve read them the verification script and they ve agreed to it, turn on the checkbox with the label that begins with I confirm. Then click Process Payment. QuickBooks uses the customer s bank account information to set up a funds transfer from their account to yours. TIP You can also process an e-check from the Receive Payments window by opening the Receive Payments window (on the Home Page, click the Receive Payments icon) and then following steps 3 through 6 of this list. If you receive a paper check from a customer, you can scan it to process it in QuickBooks. TIP Before you try to scan checks, make sure your scanner works with QuickBooks check-scanning software. To download Intuit s Scanner Compatibility Test, head to You also have to install Intuit s e-check software. To do that, choose Customers Check Processing Activities Scan Checks, and then click the Open Installation Page button. On the Install echeck Software page, simply follow the instructions. Here s how to scan checks to receive payments in QuickBooks: 1. Endorse the checks by stamping or signing them with black or blue ink. Stamp or write For deposit only on the back of each paper check. If the checks include check stubs, detach them from the checks. If you don t endorse your checks or you sign them with an unreadable ink color, your bank will reject them. 2. Choose Customers Check Processing Activities Scan Checks. (Alternatively, you can click the Scan Checks icon in the Enter Sales Receipts window or the Receive Payments window.) On the Welcome page that appears, click the Scan Checks button. 3. Place the checks in your scanner, and then press its Scan button. While your scanner is scanning the checks, the ScanSnap window opens in QuickBooks. It displays the check number, name, and amount of each check that it has scanned successfully. 4. After all the checks have been scanned, in QuickBooks, click Next. If a browser security message appears, click Yes to continue processing the scanned checks. (If you click No instead, you have to jump back to step 2 to restart the check-scanning process.) E-14 QUICKBOOKS 2015: THE MISSING MANUAL

15 A browser opens and displays the Intuit Check Solution for QuickBooks window s Scan Your Checks page. RECONCILING YOUR ONLINE 5. To verify a scanned check s information, click its row (which contains the customer s name, check number, and check amount retrieved from the scanned check). An image of the scanned check appears. Text balloons over the image display the customer name, check number, and amount that the program extracted from the scanned check. If any of the values are incorrect, edit them in the corresponding text balloons. 6. When all the information is correct, click Next. The scanned check image is replaced by the Record Payment screen. 7. To record the payment, click the Use Receive Payment button. (To record the payment later, click the Skip for Now button, and then skip to step 9.) If you click the Use Receive Payment button, QuickBooks Receive Payments window opens. 8. In the Receive Payments window, record the check as you would for a paper check payment (page 345), and then click Save & Close. The Receive Payments window closes. 9. In the Intuit Check Solution for QuickBooks window, repeat steps 5 through 8 for each scanned check. 10. To process the scanned check payments, click the Send Checks for Processing button, and then click the Close button. 11. To record the deposit, click Make Deposits. To record the deposit later, click I ll do this later. You record the scanned check payment deposit the way you would any other deposit. By recording e-check payments in QuickBooks, you can get your money into your bank account without setting foot outside your office. Reconciling Your Online Payments If your customers use bank transfers to pay you, then when you download transactions from your bank (see Chapter 24), those payments automatically show up as deposits in your company file. However, if you receive payments via credit card, you have to reconcile the transactions in your QuickBooks Payments merchant account with the transactions in your company file. Appendix E: Getting Paid With QuickBooks Payments E-15

16 MANAGING YOUR QUICKBOOKS ACCOUNT Here s a quick overview of how to reconcile your merchant account: 1. Choose Banking Make Merchant Service Deposits. A browser window opens, connects to your QuickBooks Payments account, and displays the Record Merchant Service Deposits screen, which looks much like the Transaction List in QuickBooks Bank Feeds Center (page 620). The colored bars at the top show how many credit card payments are unmatched, matched, and pending. The Bank Activity bar represents deposits made to your bank account. 2. To match any unmatched transactions, click the Unmatched bar at the dialog box s top. In the table, click the Apply Payment button in a transaction s Action column. The Customer Payment window opens and you can select the invoice to apply this payment or create a new invoice, just as you would to match a payment a customer made by check (page 622). Managing Your QuickBooks Payments Account You ll probably want to do things with your QuickBooks Payments account like add authorized users, edit account details, view and download statements, and so on. The Online Service Center is the place to go for all those tasks. To open the Online Service Center (shown in Figure E-10), choose Customers Credit Card Processing Activities Merchant Service Center. Alternatively, in a web browser, head to FIGURE E-10 To manage your Quick- Books Payments account, you first connect to your Intuit account, and then click the Payments button to open the Payments Service Center. E-16 QUICKBOOKS 2015: THE MISSING MANUAL

Tired of running to the post office and the bank to get your customers payments

Tired of running to the post office and the bank to get your customers payments Getting Paid With QuickBooks Payments APPENDIX E Tired of running to the post office and the bank to get your customers payments into your bank account? Fortunately, Intuit s electronic payment subscription

More information

As your financial institution completes its system conversion, you

As your financial institution completes its system conversion, you QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,

More information

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions

A. BACK UP YOUR CURRENT DATA. QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions QuickBooks Business Accounting Software 2006 2009 for Windows Account Conversion Instructions As your financial institution completes its system conversion, you will need to modify your QuickBooks settings

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175

/ 1. Online Banking User Guide SouthStateBank.com / (800) 277-2175 / 1 Online Banking User Guide SouthStateBank.com / (800) 277-2175 Welcome Thank you for using South State s Online Banking. Whether you are a first time user or an existing user, this guide will walk you

More information

Steps for those interested in starting to use quicken and quickbooks for their banking and financing.

Steps for those interested in starting to use quicken and quickbooks for their banking and financing. Steps for those interested in starting to use quicken and quickbooks for their banking and financing. 1. Buy the product you would like to own and use (quickbooks and/or quicken) 2. Install the products

More information

Girl Scouts of the Chesapeake Bay. 2013 Cookie Program Credit Card Education

Girl Scouts of the Chesapeake Bay. 2013 Cookie Program Credit Card Education Girl Scouts of the Chesapeake Bay 2013 Cookie Program Credit Card Education Intuit GoPayment Convert your cell phone, smart phone or tablet into a highly secure and convenient use anywhere credit card

More information

Intuit Merchant Service for QuickBooks: Reference and Start-up Guide

Intuit Merchant Service for QuickBooks: Reference and Start-up Guide Intuit Merchant Service for QuickBooks: Reference and Start-up Guide Accepting credit cards through QuickBooks has never been easier. The screens below illustrate just how easy it is to process credit

More information

Online Services User Guide

Online Services User Guide Online Services User Guide Welcome to online banking! Whether you re online or using a mobile device, access your accounts whenever and wherever it s convenient for you. Log In: BankMidwest.com Online

More information

Online Banking Upgrade FAQs

Online Banking Upgrade FAQs Frequently Asked Questions Why is Town & Country changing to a new online banking system? When will the change take place? What is different about the new online banking system? Do I have to re-register

More information

Intuit Merchant Service for QuickBooks User Guide

Intuit Merchant Service for QuickBooks User Guide 1 Intuit Merchant Service for QuickBooks User Guide 2 Table of Contents Intuit Merchant Services... 3 About this Guide...3 Chapter 1 Enable Credit Card Protection in QuickBooks... 4 Overview...4 Sign Up

More information

Get to know PayAnywhere.

Get to know PayAnywhere. Get to know PayAnywhere. Hello there! Applying for PayAnywhere How do I get $5,000 free in transactions? PayAnywhere will waive processing fees up to $5000 for the first six months after account approval

More information

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information:

GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information: GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records

More information

Quick Shopping Cart QuickBooks Integration

Quick Shopping Cart QuickBooks Integration Quick Shopping Cart QuickBooks Integration Installing and Configuring QuickBooks This guide walks you through setting up the Intuit QuickBooks Merchant Service (QBMS) payment gateway (where available)

More information

FIRST HOPE BANK BUSINESS ONLINE BANKING DIRECT CONNECT WITH QUICKBOOKS

FIRST HOPE BANK BUSINESS ONLINE BANKING DIRECT CONNECT WITH QUICKBOOKS FIRST HOPE BANK BUSINESS ONLINE BANKING DIRECT CONNECT WITH QUICKBOOKS Turning Hope Into Reality 2 Contents Set Up: Configuring Quickbooks for Online Services... 4 Set Up: Adding Bill Payments to an Existing

More information

ACCEPT PAYMENTS WITH PAYPAL

ACCEPT PAYMENTS WITH PAYPAL ACCEPT PAYMENTS WITH PAYPAL ACCEPT PAYPAL AND CREDIT CARD PAYMENTS USING QUICKBOOKS ONLINE Welcome Guide Welcome to Accept Payments with PayPal Intuit QuickBooks Online is enabling small businesses and

More information

If you re reading this appendix, you ve probably decided to use Intuit s Basic or

If you re reading this appendix, you ve probably decided to use Intuit s Basic or Running Payroll with an Intuit Payroll Service APPENDIX D If you re reading this appendix, you ve probably decided to use Intuit s Basic or Enhanced Payroll service. (Page 419 of QuickBooks 2016: The Missing

More information

MINT USER ID UPDATE INSTRUCTIONS

MINT USER ID UPDATE INSTRUCTIONS MINT USER ID UPDATE INSTRUCTIONS Discover is simplifying the way its users log in to their online accounts. If a user has multiple Discover card and bank accounts, each of their User IDs and Passwords

More information

Intuit QuickBooks Direct Deposit Getting Started Guide

Intuit QuickBooks Direct Deposit Getting Started Guide Intuit QuickBooks Direct Deposit Getting Started Guide Thank you for signing up for Direct Deposit! Now that you've signed up, read this guide to learn how to activate and use Direct Deposit to pay your

More information

QuickBooks Business Accounting Software 2013-2006 for Windows

QuickBooks Business Accounting Software 2013-2006 for Windows QuickBooks Business Accounting Software 2013-2006 for Windows Account Conversion Instructions for Web Connect to Direct Connect QuickBooks Business Accounting Software 2008 2010 for Windows Account Connect

More information

Overview. Benefits for the Business Owner. For more information, refer to Appendix A, Client Data Review.

Overview. Benefits for the Business Owner. For more information, refer to Appendix A, Client Data Review. SHARING QUICKBOOKS DATA WITH YOUR ACCOUNTANT One feature that truly sets QuickBooks apart from other business accounting software is the ease and flexibility of sharing a copy of the data between the business

More information

EFT Processing. (Automatic Electronic Payment Processing) Section Contents

EFT Processing. (Automatic Electronic Payment Processing) Section Contents EFT Processing Accounts Receivable (Automatic Electronic Payment Processing) Section Contents EFT Processing Concepts & Terminology Related Setup Tables User Group Security Options How To Setup customer

More information

If you re reading this appendix, you ve probably decided to use Intuit s Basic or

If you re reading this appendix, you ve probably decided to use Intuit s Basic or Running Payroll with an Intuit Payroll Service APPENDIX D If you re reading this appendix, you ve probably decided to use Intuit s Basic or Enhanced Payroll service. (Pages 416 417 of QuickBooks 2015:

More information

Merchant Account Service

Merchant Account Service QuickBooks Online Edition Feature Guide Merchant Account Service C o n t e n t s Introduction............................. 2 What is a merchant account?.................. 2 What types of credit cards can

More information

CentreSuite Expense Routing Cardholder USER GUIDE

CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder USER GUIDE CentreSuite Expense Routing Cardholder User Guide Table of Contents 3 First Time Users 6 Quick Links from your Home Screen 7 Statements 9 Creating and

More information

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group

QuickBooks 2016 Getting Started Guide for Financial Institutions. Financial Institution Support OFX Connectivity Group QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS

More information

If you have customers who pay you in various currencies or vendors who want to

If you have customers who pay you in various currencies or vendors who want to Working with Multiple Currencies APPENDIX H If you have customers who pay you in various currencies or vendors who want to be paid in their countries legal tender, the QuickBooks multicurrency feature

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

Online Banking Direct Connect to Direct Connect Conversion QuickBooks Windows

Online Banking Direct Connect to Direct Connect Conversion QuickBooks Windows Online Banking Direct Connect to Direct Connect Conversion QuickBooks Windows 2008-2011 As Fifth Third Bank completes its bill pay system conversion, you will need to modify your QuickBooks settings to

More information

Paymentnet User Guide

Paymentnet User Guide Paymentnet User Guide Paymentnet An internet based management and reporting tool for Purchasing Card transactions Developed, maintained, and upgraded by JP Morgan Chase Kip Smalligan x13211 is the Paymentnet

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

Quick Guide: Payroll tips

Quick Guide: Payroll tips Quick Guide: Payroll tips QuickBooks Payroll lets you pay employees with just a few clicks and minimal data entry, usually just the hours employees worked. To make the most of the payroll features: When

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

ESL Business Online Banking Quick Reference Guide

ESL Business Online Banking Quick Reference Guide The new ESL Business Online Banking provides many new and improved features and benefits. The end result is an easier, more streamlined but also more powerful online banking experience for you. This has

More information

Contents. Park Sterling Bank 2

Contents. Park Sterling Bank 2 Contents View Accounts... 4 Account Summary... 4 Details and Transactions... 5 Download Transactions... 6 Download Types... 7 Transfer Funds... 8 Making a Loan Payment... 9 Pending Transfers and History...

More information

ADVANCED Reporting Tool CARDHOLDER USER GUIDE

ADVANCED Reporting Tool CARDHOLDER USER GUIDE SEPTEMBER 2014 Version 2 PNC BusinessOptions Card ADVANCED Reporting Tool Introduction... 2 Self-Registration (First time only)... 3 Login... 4 ART Home page... 5 Viewing Transaction Details... 6 Attach

More information

Welcome to the Opus Bank Mobile Banking App User Guide

Welcome to the Opus Bank Mobile Banking App User Guide Welcome to the Opus Bank Mobile Banking App User Guide 1.855.678.7226 servicecenter@opusbank.com www.opusbank.com Table of Contents Enroll in Mobile Banking & Install App... 3 Login to Personal Online

More information

CentreSuite Expense Management Cardholder USER GUIDE

CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder USER GUIDE CentreSuite Expense Management Cardholder User Guide Table of Contents 3 First Time User Log On 6 Quick Links From Your Home Screen 7 Statements 9 Reviewing

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

ONLINE BANKING OWNER S MANUAL

ONLINE BANKING OWNER S MANUAL ONLINE BANKING OWNER S MANUAL Member FDIC Note: To ensure the best experience with online banking, please update your operating system and web browser to the most current versions. welcome to Peoples Online

More information

QuickBooks Credit Card Merchant Service May 18, 2015 revised

QuickBooks Credit Card Merchant Service May 18, 2015 revised May 18, 2015 revised Security Awareness link http://bblearn.missouri.edu Other resources: Signup for Swipe Reader Guidelines for Credit Card Swipe Reader What is the Merchant Service? The Merchant Service

More information

Schools Remote Access Server

Schools Remote Access Server Schools Remote Access Server This system is for school use only. Not for personal or private file use. Please observe all of the school district IT rules. 6076 State Farm Rd., Guilderland, NY 12084 Phone:

More information

Uninstall Check Scanning software (Fujitsu S300)

Uninstall Check Scanning software (Fujitsu S300) Uninstall Check Scanning software (Fujitsu S300) Contents What software do you need to remove?... 2 Stop the I2iA and ScanSnap services... 2 Uninstall Active X controls... 4 If you have Internet Explorer

More information

User Guide. A guide to online services available through Sircon for Education Providers. DOC CX 08/13/10 02/02 v5

User Guide. A guide to online services available through Sircon for Education Providers. DOC CX 08/13/10 02/02 v5 User Guide A guide to online services available through Sircon for Education Providers DOC CX 08/13/10 02/02 v5 Contents Contents Contents... 2 Introduction... 4 About this Guide... 4 Getting Started...

More information

I. Simplifying Payment Processing. II. Authorizing Your Transactions Correctly page 6

I. Simplifying Payment Processing. II. Authorizing Your Transactions Correctly page 6 Welcome to PaySimple! Congratulations on choosing PaySimple for all your payment processing needs! You will quickly notice that billing and collections is transformed into an effortless process. With PaySimple,

More information

U S E R S G U I D E Last Modified: 12/06/2012 1

U S E R S G U I D E Last Modified: 12/06/2012 1 USER S GUIDE Last Modified: 12/06/2012 1 Contents 2 Welcome 3 User Service Activation 4 Introduction 4 Purpose 5 Key Features 6 Activate 8 Using the System 8 Login 9 Credit Sale 10 For Swipe Capable Devices

More information

WorldPay Mobile Demonstration

WorldPay Mobile Demonstration Demonstration 2014 1 Creating your Merchant Portal Login 1. Before using WorldPay Mobile, you will need to create a Merchant Portal account by going to Portal.WorldPay.us and clicking Create My Account.

More information

Online Payment User Manual. Austin Build + Connect. This is the City of Austin s website to pay for trade permits:

Online Payment User Manual. Austin Build + Connect. This is the City of Austin s website to pay for trade permits: City of Austin Online Payment User Manual Welcome to Austin Build + Connect This is the City of Austin s website to pay for trade permits: City of Austin - Austin Build + Connect Online Payment User Manual

More information

EPay Online Payment Services

EPay Online Payment Services EPay User Guide Welcome to Explorer s EPay Online payment services. We offer our payment services in partnership with Bank of America, and hope that you find EPay easy to use! This guide provides an overview

More information

Please use the following index links to quickly access the information you are looking for:

Please use the following index links to quickly access the information you are looking for: Please use the following index links to quickly access the information you are looking for: Create a new My PHLY account Registration for Agents Auto ID Web Edit Profile Logout instructions Online Bill

More information

Processing Payments in MCE

Processing Payments in MCE Processing Payments in MCE Locating Invoices 1. Log in to MoDOT Carrier Express at www.modot.org/mce Enter User ID and Password. Click Log In. If you have your user id but can t remember your password,

More information

Ventura County Credit Union Online Banking User Guide

Ventura County Credit Union Online Banking User Guide Ventura County Credit Union Online Banking User Guide 1 Table of Contents Registration... Log-in.... 7 Profile Page....... 8 Accounts Tab..... 9 Account Summary Page... 9 Transaction History.... 10 Change

More information

Quicken for Windows Conversion Instructions [Quicken for Windows 2010-2012 WC to WC]

Quicken for Windows Conversion Instructions [Quicken for Windows 2010-2012 WC to WC] Quicken for Windows Conversion Instructions [Quicken for Windows 2010-2012 WC to WC] As Milford Federal Savings & Loan Association completes its system conversion, you will need to modify your Quicken

More information

STX Beacon User Guide. Credit Card Processing Mobile Devices Mac & Windows OS

STX Beacon User Guide. Credit Card Processing Mobile Devices Mac & Windows OS STX Beacon User Guide Credit Card Processing Mobile Devices Mac & Windows OS Table of Contents 3 Process Electronic Payments via Mobile Terminals - ipad, iphone, Android 3 Mobile Terminals: Activate PaymentMate

More information

Activity Scheduler Notify Me and Subscribe

Activity Scheduler Notify Me and Subscribe Activity Scheduler Notify Me and Subscribe User Guide for Parents The Subscribe and Notify Me apps are some of the most popular features of the Activity Scheduler Calendar. The Subscribe app will let you

More information

Chase QuickPay SM FAQs

Chase QuickPay SM FAQs Chase QuickPay SM FAQs Using QuickPay How does Chase QuickPay work? 1. You set up a payment 2. Your recipient receives a message 3. Your recipient signs up (if new to Chase QuickPay) 4. Your recipient

More information

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE Contracts and Procurement Procurement Card Program September 2011 Contents Web Browser Security Settings... 3 Internet Explorer Security Settings...

More information

Scholastic Book Fairs Online Credit Card Processing for Credit, Debit, and Prepaid Cards

Scholastic Book Fairs Online Credit Card Processing for Credit, Debit, and Prepaid Cards Scholastic Book Fairs Online Credit Card Processing for Credit, Debit, and Prepaid Cards Secure, easy, and fast! Provides receipts for customers and Book Fair chairpeople Only for use of individual Fair

More information

Merchant Center User Guide

Merchant Center User Guide Merchant Center User Guide Logging In The Merchant Center is the online management tool for your Groupon promotions. Here you can track redemption, read customer comments and view customer demographic

More information

HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE

HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE A note to accountholders with multiple account types with Sterling HSA: We now support a single login for all of

More information

Remote Deposit Capture Merchant Guide

Remote Deposit Capture Merchant Guide Remote Deposit Capture Merchant Guide Welcome The purpose of the Remote Deposit Capture Merchant Guide is to describe how a business should manage the Remote Deposit Capture (RDC) system so that it can

More information

Lakes Region Sanitary District Online Statement Presentment and Payment FAQ s Page 1 of 6

Lakes Region Sanitary District Online Statement Presentment and Payment FAQ s Page 1 of 6 General Lakes Region Sanitary District Page 1 of 6 What are some of the benefits of receiving my statement electronically? It is convenient, saves time, reduces errors, allows you to receive statements

More information

Wind River Financial iprocess Setup Guide for IOS Devices

Wind River Financial iprocess Setup Guide for IOS Devices Wind River Financial iprocess Setup Guide for IOS Devices (Requires ios 4.3 or later. Compatible with iphone, ipad, and ipod touch. This app is optimized for iphone 5.) Table of Contents (Clickable Links):

More information

Online Services User Guide

Online Services User Guide Online Services User Guide Welcome to Online & Mobile Banking! Whether you re online or using a mobile device, manage your money whenever and wherever it s convenient for you. Access Visit BankMidwest.com

More information

Updated 08/2015. Wire Transfer User Guide

Updated 08/2015. Wire Transfer User Guide Updated 08/2015 Wire Transfer User Guide Wire Transfers The Wire section provides you with the ability to create one-time wires or set up template-based wires for ongoing use. Wiring Funds The tasks you

More information

BbOne Central Merchant Manual

BbOne Central Merchant Manual BbOne Central Merchant Manual BbOne Central is a one-stop source of transaction data SM for BbOne merchants and universities. This web-accessed database allows you to monitor your university card program

More information

Downloading and using the Old National Mobile App for iphone and Android

Downloading and using the Old National Mobile App for iphone and Android Downloading and using the Old National Mobile App for iphone and Android The Old National Mobile App makes it simple for users of iphone and Android TM smartphones to quickly access their accounts. From

More information

First Security Bank. Retail User Guide. First Security Bank - Retail User Guide

First Security Bank. Retail User Guide. First Security Bank - Retail User Guide First Security Bank Retail User Guide Rev: 09/23/2015 UUX Support Overview About the Unified User Experience (UUX) Hardware and software requirements Exploring the Accounts page Accounts The Menu The Sidebar

More information

Online Presentment and Payment FAQ s

Online Presentment and Payment FAQ s General Online Presentment and Payment FAQ s What are the benefits of paying a bill online? Paying online with a credit card or electronic check saves time, gives you the flexibility to pay how and when

More information

How do I accept my offer of admission to Purdue University?

How do I accept my offer of admission to Purdue University? How do I accept my offer of admission to Purdue University? 1. Use your Purdue Career Account username and password to login to the MyPurdue portal, www.mypurdue.purdue.edu. (If you have not activated

More information

GoPayment QuickStart Guide

GoPayment QuickStart Guide GoPayment QuickStart Guide Visit the Merchant Service Center Manage users, phones and mobile service using Intuit s Merchant Service Center site. 1. Open your computer s web browser and visit https://merchantcenter.intuit.com/.

More information

Payment Connect. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13

Payment Connect. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Table of Contents 1 Payment Connect...1 1.1 Payment Connect...1 1.1.1 Payment Connect Setup Overview...1

More information

Welcome. GTE Online Banking

Welcome. GTE Online Banking Logging into GTE Online Banking Visit gtefinancial.org Click LOGIN Online Banking Select the Enroll in Online Banking link Follow instructions to create a username, password, and set up MyKey Make payments

More information

School Online Payments Parent User Guide

School Online Payments Parent User Guide School Online Payments Parent User Guide Copyright Rycor Solutions Inc. 2015 Table of Contents Table of Contents................................................... 2 Create a New Parent Account.........................................

More information

U.S. Online Banking & Bill Pay Frequently Asked Questions

U.S. Online Banking & Bill Pay Frequently Asked Questions U.S. Online Banking & Bill Pay Frequently Asked Questions How do I enroll in estatements? Choosing estatements is a smart, safe and environmentally-friendly way to receive and manage your monthly account

More information

Profile. 2 On the Expense Settings menu on the left

Profile. 2 On the Expense Settings menu on the left Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name. 2 In the Password field, enter your password. 3 Click Login. If you are not sure how to start

More information

smarshencrypt User s Guide

smarshencrypt User s Guide Versions Addressed: smarshencrypt 2.0 Document Updated: 7/30/2010 Copyright 2010 Smarsh, Inc. All rights Purpose: This document will guide the end user in receiving and viewing smarshencrypt secure messages.

More information

Paxton Light Online Presentment and Payment FAQ s

Paxton Light Online Presentment and Payment FAQ s Paxton Light Online Presentment and Payment FAQ s General What are some of the benefits of receiving my bill electronically? It is convenient, saves time, reduces errors, allows you to receive bills anywhere

More information

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users

Getting Started. Getting Started with Time Warner Cable Business Class. Voice Manager. A Guide for Administrators and Users Getting Started Getting Started with Time Warner Cable Business Class Voice Manager A Guide for Administrators and Users Table of Contents Table of Contents... 2 How to Use This Guide... 3 Administrators...

More information

Pay Invoice User Instructions

Pay Invoice User Instructions Pay Invoice User Instructions Click here to access video instructions. How to Get Started The North Carolina Industrial Commission allows invoices to be paid online. Anyone who has received a paper invoice

More information

Online Payment FAQ s

Online Payment FAQ s General Online Payment FAQ s What are the benefits of paying a bill online? Paying online with a credit card or electronic check saves time, gives you the flexibility to pay how and when desired, and saves

More information

Web Account & E-commerce Quick Reference Guide

Web Account & E-commerce Quick Reference Guide We just made your life easier. Web Account & E-commerce Quick Reference Guide THE COLOR PRINTER, INC. 200 W. Taylor St. Hobbs, NM 88240 (575) 393-8188 (866) 800-8188 info@thecolorprinter.com www.thecolorprinter.com

More information

QuickBooks Windows Web Connect

QuickBooks Windows Web Connect QuickBooks for Windows Conversion Instructions QuickBooks Windows 2010-2013 Web Connect Table of Contents TABLE OF CONTENTS... 2 INTRODUCTION... 3 DOCUMENTATION AND PROCEDURES... 3 Task 1: Conversion Preparation...

More information

Financial Software Payments Module

Financial Software Payments Module epnplugin Financial Software Payments Module epnplugin Installation and User Guide epnplugin Financial Software Payments Module 1 Overview... 6 2 Requirements & Preparations... 7 3 Equipment... 8 4 Installation...

More information

QuickBooks Mac 2014 Getting Started Guide

QuickBooks Mac 2014 Getting Started Guide QuickBooks Mac 2014 Getting Started Guide Financial Institution Support - OFX Connectivity Group Table of Contents QUICKBOOKS 2014 FOR MAC GETTING STARTED GUIDE... 3 ABOUT THIS GUIDE... 3 QUICKBOOKS 2014

More information

Doing payroll with QuickBooks

Doing payroll with QuickBooks LESSON 12 Doing payroll with QuickBooks 12 Lesson objectives, 318 Supporting materials, 318 Instructor preparation, 318 To start this lesson, 318 Overview of payroll tracking, 319 Calculating payroll with

More information

Credit Cards in BillQuick

Credit Cards in BillQuick Time Billing and Project Management Software Built With Your Industry Knowledge Credit Cards in BillQuick User Guide for BillQuick Users BQE Software, Inc. 2601 Airport Drive, Suite 380 Torrance CA 90505

More information

Mobile Pay. for ipad. *ios Version 6.0 or higher required

Mobile Pay. for ipad. *ios Version 6.0 or higher required Mobile Pay TM for ipad *ios Version 6.0 or higher required 2014 First Data Corporation. All Rights Reserved. All trademarks, service marks and trade names referenced in this material are the property of

More information

Mobile App User Guide

Mobile App User Guide Download the New Mobile App iphone and ipad To find our new Freedom Credit Union Mobile App just scan the appropriate QR code to the right with your Apple device: iphone Download Or you can find it through

More information

CommBank Small Business app User Guide

CommBank Small Business app User Guide CommBank Small Business app User Guide CommBank Small Business app user guide 2 Contents Welcome to the CommBank Small Business app 4 CommBank Small Business app in 5 easy steps 4 We re here to help 4

More information

GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows

GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records

More information

ONLINE MERCHANT PORTAL USER GUIDE

ONLINE MERCHANT PORTAL USER GUIDE ONLINE MERCHANT PORTAL USER GUIDE MARCH 2015 Content 1. Introduction... 3 1.1. Payments History... 3 2. Getting Started... 4 2.1. Registration... 4 2.2. Logging into Your Account... 6 3. Home Page... 7

More information

QuickBooks/Quicken/MINT Conversion Instructions

QuickBooks/Quicken/MINT Conversion Instructions QuickBooks/Quicken/MINT Conversion Instructions Our ReDefined eservices will provide you with a convenient and innovative banking experience that is consistent across all channels, including our mobile

More information

Patient Portal. Accessing the Patient Portal. How to Begin: Enter first and last name, date of birth and create a user name and password.

Patient Portal. Accessing the Patient Portal. How to Begin: Enter first and last name, date of birth and create a user name and password. Patient Portal How to Begin: If you provided an email address when you registered as a patient, you can expect an email after your discharge that will be sent directly from CPSI, our Electronic Health

More information

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account?

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account? Contents Page Q. How do I access my email? Q. How do I change or reset a password for an email account? Q. How do I forward or redirect my messages to a different email address? Q. How do I set up an auto-reply

More information

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.

Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank. Contact Treasury Management Support: 866-563-1010 (toll free) Monday through Friday, 7:30 am 5:30 pm (Pacific Time) TreasuryManagement@umpquabank.com Updated November 2013 - TreasuryPro 3.8 Contents Welcome...

More information

Day to Day Operations Guide

Day to Day Operations Guide Day to Day Operations Guide Contents The Fulfillment Process... 2 Fulfilling Orders... 3 Sales Tax Documentation... 6 Cancelling an Order or Changing Order Quantity... 6 Processing Refunds and Partial

More information

Idaho State University CASHNet ipad App Step-By-Step Training Guide

Idaho State University CASHNet ipad App Step-By-Step Training Guide Idaho State University CASHNet ipad App Step-By-Step Training Guide Login & Navigation Overview This section contains instructions for logging in and out of the app and provides an overview of the app

More information

Personal Online Banking:

Personal Online Banking: Personal Online Banking: If you access your account information through CNB Online Banking, our personal banking site, you will be able to import your account transactions directly into Quicken/QuickBooks.

More information

Brainloop Secure Dataroom Version 8.30. QR Code Scanner Apps for ios Version 1.1 and for Android

Brainloop Secure Dataroom Version 8.30. QR Code Scanner Apps for ios Version 1.1 and for Android Brainloop Secure Dataroom Version 8.30 QR Code Scanner Apps for ios Version 1.1 and for Android Quick Guide Brainloop Secure Dataroom Version 8.30 Copyright Brainloop AG, 2004-2015. All rights reserved.

More information