Company Preferences: Merchant & Gift Services

Preference Instructions | Merchant Overview | Gift Card Overview

This topic summarizes the company preferences that apply to credit and gift card transactions processed through the QuickBooks Desktop POS Merchant and Gift Card Services.

What if I have multiple store locations?

Using another service? If you use another merchant or gift card service, only those preferences marked with an * apply to you.

Preference | Function
Merchant Service |
Merchant Number | Enter the number provided via e-mail from the QuickBooks Desktop POS Merchant Service. After entry, select Verify to test your account setup. Note: Select the Communication Setup preference page (see below) and confirm your connection setup before verifying your account.

Credit card address verification

What is address verification?

R Do not allow manual transactions that fail address verification Selecting this option provides a degree of protection against fraud and chargebacks but may also block some legitimate transactions. You will not be able to complete a credit card transaction if an address verification mismatch occurs. If you clear this check box, you are alerted when a mismatch occurs but can continue with the transaction at your discretion.

Credit card verification

What is card verification?

R Do not allow manual transactions that fail card verification Selecting this option provides a degree of protection against credit card fraud and chargebacks, by blocking transactions where the card verification code does not match card issuer records. If you clear this check box, you are alerted when a mismatch occurs but can continue at your discretion (subject to card issuer regulations).

*Debit/ATM setup

R = *Accept debit/ATM card payments. Select to allow customer payment by debit/ATM card.

R = *Allow cash back up to: Select if you wish to allow cash back to the customer on PIN debit transactions, and specify the maximum cash back allowed (up to $200).

A PIN pad device is required for PIN debit/ATM transactions through the QBPOS Merchant Service. Configure your PIN pad in the Hardware Setup Wizard or workstation preferences.

*Automatically print and save receipt upon credit, debit, or gift card approval | R = If selected, the receipt will be saved/printed automatically after approval for the transaction is received.
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Gift Card Service |
Gift Card Account Number | Enter the number provided via e-mail from the QuickBooks Desktop POS Gift Card Service. After entry, select Verify to test your account setup. Note: If using a dial-up connection (modem) to communicate with the Merchant Service, select the Communication Setup preference page (see below) and change the setting to Direct-dial before verifying your account.
Communication Setup | Applies to Merchant and Gift Card Services

Use this computer for all credit, debit, and gift card transactions

R = All credit, debit, and gift card transactions are authorized and settled through this workstation (workstation must have a modem or Internet connection).

If the check box is checked and grayed out, this option has already been selected for this workstation. To transfer this function to another Point of Sale workstation, access this preference from that computer and select the check box. The specified workstation must be running and the connection active for other workstations on a network to authorize transactions. Learn more.

Communication Options

Select an option for communicating with the QuickBooks Desktop POS Merchant and/or QuickBooks Desktop POS Gift Card Service:

R = Secure Internet Connection provides an IP-based connection through your Internet Service Provider (ISP). This option requires a persistent Internet connection (DSL, Cable, T1, etc.). Click the internet connection setup button if you need help configuring your connection.

R = Direct-Dial supports high-speed and advanced modem technologies, typically using your modem's default settings.

Read modem setup instructions.

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Specifying the credit cards accepted

Company preferences overview