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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Card services">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Configure Your System for a Merchant Account</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
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* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Configure Your System for a Merchant Account</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_recording_sales_and_returns/receipts_payment_ccdebithardware.htm">Merchant Service Hardware</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to configure your system to work with the QuickBooks Desktop POS Merchant Service.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="cardservices06.htm">Sign up</a> for a QuickBooks Desktop Payments Account and receive your Merchant Number.</p>
</li>
</ol>
<p class="Help-Indent">Continue with the following steps after receiving your Merchant Number.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Preferences</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp1">Company</font> from the File menu and then select the <span class="hcp2">M</span><font class="hcp1">erchant &amp; Gift Services</font> page from the preferences menu on the left.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter the Merchant Number provided to you and specify other options:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Do not allow manual transactions that fail address verification</font>. When credit card information is manually entered, an address verification is performed to compare the entered ZIP code, and optionally the street address, against bank records. If this option is selected, the transaction is not allowed if a mismatch occurs. <a href="cardservices_avs.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Do not allow manual transactions that fail card verification</font>. When credit card information is manually entered, an optional card verification can be performed using the verification code printed on the card. If this option is selected, the transaction is not allowed if the code entered does not match issuer records. <a href="cardservices_verificationcodes.htm">Learn more</a></p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Accept debit/ATM card payments.</font> Select if you want to accept payment by debit/ATM cards. A PIN pad device is required to process PIN debit transactions; which must be configured in <a href="../qbpos_workstation_preferences/wsprefs_pinpad.htm">workstation preferences</a>.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Allow cash back up to</font>. If processing PIN debit sales, select this option if you also want to allow cash back to the customer. Enter the maximum cash back amount (limit of $200).</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Automatically print and save receipt upon card approval</font>. This option (at the bottom of the window) lets you return to assisting the customer while the authorization completes and the receipt is automatically printed.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the <span class="hcp2">C</span><font class="hcp1">ommunication Setup</font> sub page, and specify how you will <a href="cardservices_communication_setup.htm">communicate</a> with the service, via Internet connection or dial-up (modem). Click the <span class="hcp2">I</span><font class="hcp1">nternet Connection Setup</font> button if you need help configuring an Internet connection.</p>
</li>
</ol>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Return to the <span class="hcp2">Merchant &amp; Gift Services</span> page and select <span class="hcp2">Verify</span> next to your Merchant Number. Point of Sale will do a test connection and confirm that your account is active and ready to use. If errors are encountered, a message is displayed with information about resolving the situation.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Save</font>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">(Pro) Read additional information about configuring for <a href="mas_multiple_locations.htm">multiple locations</a>.</p>
<p class="Help-Main-Topic-Links"><a href="cardservices02.htm">Back to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="mas_PCIDSS.htm">Protect customer's payment card data</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_debit.htm">Take payment by debit card</a></p>
<p class="Help-Main-Topic-Links"><a href="help_troubleshoot_mas.htm">Frequently Asked Questions (FAQs)</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Card services">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Cancel or Reverse a Credit Card Payment</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Cancel or Reverse Credit Card Payments</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cardservices_fraudprevention.htm">Fraud Prevention Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If the customer cancels a purchase in-process, or returns the purchased merchandise for a refund, the following apply if using the QuickBooks Desktop POS Merchant Service:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the receipt <span class="hcp2">has <font class="hcp1">not been saved/printed</font></span>, click <span class="hcp2">Credit</span> to re-open the Credit Card payment dialog. Click <span class="hcp2">Remove</span> to clear the payment. &#160;If the credit card payment had already been authorized, it is <span class="hcp2">voided</span> and the charge will not show up on the cardholders statement. &#160;Enter new payment information or cancel the entire receipt, as applicable.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the receipt <span class="hcp2">has been saved/printed, <font class="hcp1">but the transaction not yet settled</font></span><span style="font-style: italic; font-weight: bold;">,</span> locate the original receipt in your sales history and <a href="../qbpos_recording_sales_and_returns/receipt1012.htm">reverse it</a>. Both the original and reversing receipt retain the credit card charge information, but are marked as being voided and neither are sent for settlement. Neither transaction shows up on the cardholders statement.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the transaction <span class="hcp2">has been settled</span>, the recommended procedure is to create a <a href="cardservices05.htm">return receipt</a>, giving change as a credit to the same credit card. Alternatively, if the receipt contains only the item(s) being returned and was paid entirely by credit card, then reversing the entire receipt may be the fastest way to void the transaction and/or issue a refund. If the customer is not returning all items on the original receipt, then a return receipt is your best choice. &#160;In either case, since the original transaction was already settled, the return transaction is sent with the next Merchant Service batch, and both sale and return show up on the cardholders statement.</p>
</li>
</ul>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Note:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If a credit card receipt is older than 60 days or if it has already been sent from a remote store to Headquarters, it can no longer be reversed. In this case, make a <a href="../qbpos_recording_sales_and_returns/receipt1016.htm">return receipt</a> instead.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">Settle credit card transactions</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices13.htm">Merchant Service reports</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Card services">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Credit Card Returns</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Credit Card Returns</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1016.htm">Sales Returns</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="cardservices_fraudprevention.htm">Fraud Prevention Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If the transaction has already been settled with the bank, you should issue a credit refund to the customer by making a return receipt.</p>
<p class="Help-Info-Line">To make a return credit card receipt:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">Create a new receipt, listing the return items as negative quantities (click <span class="hcp1">Return Item</span> after adding to the receipt).</p>
</li>
</ol>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">If necessary, <a href="../qbpos_basic_procedures/basic319.htm">edit</a> the returned item prices and quantities to be the same as the original purchase and then click <span class="hcp1">Credit</span> as the payment type.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the Credit dialog, ensure that <span class="hcp1">Refund Card</span> is selected.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Swipe or insert the customer's card (recommended).</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">Or</p>
<p class="Help-Indent">Click <span class="hcp1">Manual</span> and type the credit card number, expiration date, cardholders ZIP Code, and card verification code, and then click <span class="hcp1">Authorize Now</span>.</p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">Save and print the receipt. Have the customer sign the merchant copy.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><span class="hcp1">Tip</span>: If the customer is returning all of the merchandise on the original receipt , you can also <a href="../qbpos_recording_sales_and_returns/receipt1012.htm">reverse</a> the original receipt. Reversing the receipt is typically done when the customer is not present to swipe or insert their card. (Pro: This option is not available at a remote store after a receipt has been sent to Headquarters.)</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cardservices04.htm">Cancel and reverse credit card payments</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices13.htm">Merchant Service reports</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservicesoverview.htm">Merchant Service overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Card services">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Sign Up for a Merchant Account</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Sign Up for a QuickBooks Desktop Payments Account</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Most retailers will want to sign up for a merchant account with Intuit to perform credit and debit/ATM card transactions. A QuickBooks Desktop Payments Account offers an integrated processing solution that allows you to authorize, settle, and record all your credit/debit card sales from within Point of Sale.</p>
<p class="Help-Text"><font class="hcp1">Getting set up is easy!</font> &#160;<img src="../image/lightningbolt.gif" alt="Requires Internet connection" title="Requires Internet connection" style="border: none;" width="9" height="15" border="0"> <a href="https://merchantcenter.intuit.com/msc/portal/login?service=https://merchantcenter.intuit.com/msc/portal/home">Learn more</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Info-Line">To sign up for a QuickBooks Desktop Payments Account:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Point of Sale File menu, select <font class="hcp1">Setup Interview</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the <font class="hcp1">Payments</font> tab.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click <span class="hcp2">Yes</span> to accept credit and debit cards.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click <span class="hcp2">Sign In</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Be sure to sign in using the User ID (email) and password that you had previously created.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If there is more than one account, you will be prompted to select the right account.</p>
</li>
</ol>
<p class="Help-Steps">&#160;</p>
<p class="Help-Steps"><span class="hcp2">Note</span>: &#160;You will also need your QuickBooks Desktop Payments Account to take advantage of the available &#160;mobile features.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="http://www.youtube.com/user/IntuitQuickBooksPOS?feature=mhee">Learn More</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cardservices13.htm">Merchant Service reports</a></p>
<p class="Help-Main-Topic-Links"><a href="mas_PCIDSS.htm">Protecting your customer's payment card data</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Referral/Voice Authorization</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
span.hcp1 { font-weight:bold; }
-->
</style>
<style type="text/css">
/* FORCE ALL FONTS TO 13PT - V3 */
* { font-size: 13pt !important; }
body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Referral/Voice Authorization</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take Credit Card Payments</a> <font color="#C0C0C0">|</font> <a href="cardservicesoverview.htm">Merchant Service Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Manual Voice Authorizations</p>
<p class="Help-Text">Sometimes it may be necessary to force a manual voice authorization. This may because your regular connection to the processor is down and you need to manually process the sale or you need to enter sales made earlier (such as at a remote location).</p>
<p class="Help-Info-Line">To force a manual voice authorization:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Credit</span> as the payment type on the receipt form.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When the credit card payment dialog opens, select <span class="hcp1">Voice</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter the mandatory information such as credit card number, expiration date, ZIP Code, and card verification code, and optionally the street address. &#160;<a href="cardservices_fraudcheck.htm">Learn about fraud prevention</a>.</p>
</li>
</ol>
<p class="Help-Indent">Voice instructions and a number for the voice authorization are displayed.</p>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Call the number displayed. You will be asked for your Merchant Number, which is displayed onscreen for your convenience.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Listen to the authorization menu choices carefully, you can choose to authorize with or without an <a href="cardservices_avs.htm">address verification</a>. Follow the phone prompts to enter necessary information. The operator will give you an authorization code when complete.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter the authorization code you are given in the <font style="font-weight: bold;">Voice Auth Number</font> field.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Click <span class="hcp1">&#160;Authorize Now</span>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">The credit card payment information is added to the receipt total section.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Referral Response</p>
<p class="Help-Text">The referral response typically occurs after three failed attempts to connect with the Merchant Service. This might occur if there is a problem with your modem or Internet connection, for example.</p>
<p class="Help-Text">When the Referral response is returned, voice authorization is necessary. Follow the procedure above to obtain authorization for the transaction.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservicesoverview.htm">Merchant Service overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<title>Credit, Debit, and Gift Card Printed Receipt Options</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Credit, Debit, and Gift Card Printed Receipt Options</p>
<p class="Help-Main-Topic-Links"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_gift_card_service/giftcard_oview.htm">Gift Card Service Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Three preference options are available for printing of credit, debit, and gift card receipts.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><img src="../image/checkbox_icon.gif" alt="Checkbox: Select to enable function, Clear to disable function" title="Checkbox: Select to enable function, Clear to disable function" width="12" height="11" border="0" class="hcp1"> Automatically Save/Print Credit, Debit and Gift Card Receipts Upon Approval</p>
<p class="Help-Text">With this option selected (default) credit, debit, and gift card receipts are automatically saved and printed as soon as the transaction has been authorized when using the QuickBooks Desktop POS Merchant or Gift Card Services. This allows the cashier to swipe or insert a card and immediately return to servicing the customer while the approval is in process and the receipt printing. This option can be disabled, if necessary, on the <a href="../qbpos_company_preferences/sysprefs03.htm">Merchant and Gift Service page</a> of company preferences.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2"><img src="../image/checkbox_icon.gif" alt="Checkbox: Select to enable function, Clear to disable function" title="Checkbox: Select to enable function, Clear to disable function" width="12" height="11" border="0" class="hcp1"> Printing Two Copies of Credit Card Receipts</p>
<p class="Help-Text">When a customer pays for a purchase with a credit card, two copies of the receipt can be printed: a signature copy for you and the customers copy.</p>
<p class="Help-Text">By default, Point of Sale is configured to print two copies. However, if you use a two-ply receipt paper that prints both copies at the same time you should turn off this option, or you will end up with four copies of credit card receipts. Set this option independently for each workstation on the <a href="../qbpos_workstation_preferences/wsprefs_printoptions.htm">print options</a> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><img src="../image/checkbox_icon.gif" alt="Checkbox: Select to enable function, Clear to disable function" title="Checkbox: Select to enable function, Clear to disable function" width="12" height="11" border="0" class="hcp1"> Pause Between Printing to Allow Tearing Off Printed Receipts</p>
<p class="Help-Text">By default, Point of Sale is configured to pause briefly after the first copy of a credit card receipt prints so you have time to tear it off before the second copy starts printing. If your receipt printer auto-cuts receipts, you can turn off this option independently for each workstation on the <a href="../qbpos_workstation_preferences/wsprefs_printoptions.htm">print options</a> page of workstation preferences.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_company_preferences/companyprefs_tendering.htm">Specify the credit cards you accept</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_debit.htm">Take payment by debit/ATM card</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_giftcard.htm">Take payment by gift card</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Merchant Service Reports</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <span style="color: #c0c0c0;">|</span> <a href="mas_merchant_service_center.htm">Merchant Service Center</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Users of the QuickBooks Desktop POS Merchant Service can run reports summarizing or detailing their credit and debit card transactions for any specified time period. These reports subtotal your transactions by settlement batch and, in a multi-store configuration, by merchant number.</p>
<p class="Help-Info-Line">To run a Merchant Service report:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the Report Center, select <font class="hcp1">Payments</font> as the report category and then <font class="hcp1">Merchant Service</font> as the report type.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select one of the specific Merchant Service reports available.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Unsettled Summary</font>: Provides a listing of unsettled transactions by card type.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Unsettled Details</font>: Provides details of all unsettled transactions.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Activity Summary</font>: Provides a summary of all transactions (credit and debit), settled and unsettled.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List"><font class="hcp1">Activity Details</font>: Provides details of all transactions (credit and debit), settled and unsettled.</p>
</li>
</ul>
<p class="Help-Indent">The selected report is displayed using default or your last-run settings.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Change the report date range or select <span class="hcp2">M</span><font class="hcp1">odify</font> to change other <a href="../qbpos_reports_and_sales_charts/reports02.htm">report options</a> and filters as needed.</p>
</li>
</ol>
<p class="Help-Indent">Many report filtering options are available, including filtering by Batch #, Transaction Type (sales, refund), Status (voided, authorized), Card Name, Card Present (yes, no), Workstation, etc. The options available vary by specific report.</p>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">OK</span> to display the reports with your specified options.</p>
</li>
</ol>
<p class="Help-Indent"><font style="font-style: italic;">Optional:</font> Memorize the report with your specified options for future use, when prompted.</p>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">P</span><font class="hcp1">rint</font> or <font class="hcp1">Excel</font> depending on your output needs.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can also view lists of credit and debit payments in Point of Sale in the <span class="hcp2">Payments</span> &gt; <span class="hcp2">Credit Card Lis</span>t and <span class="hcp2">Debit Card List</span> reports.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_reports_and_sales_charts/reports_working_with_displayed.htm">Work with a displayed report</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">Settle card transactions</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Address Verification Service (AVS)</p>
<p class="Help-Text"><a href="cardservices_verificationcodes.htm">Card Verification</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cardservices_fraudprevention.htm">Fraud Prevention Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">When you manually enter credit card information, the QuickBooks Desktop POS Merchant Service verifies the cardholder's address by comparing the ZIP Code, and optionally, the street address, city, state, and country you enter with the customer's credit card bank records.</p>
<p class="Help-Text">This check is carried out using the Address Verification Service (AVS). Address verification helps merchants avoid credit card fraud and <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_chargeback">chargebacks</a> for transactions in which the credit card information is manually entered or not physically present at the point of sale.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">ZIP Code and Street Address</p>
<p class="Help-Text">Only the customers ZIP Code is required to complete the address verification check, but you can include street address, city, state, and country for extra protection. Only the number portion of the street address is used in the verification check, but the credit card dialog allows you to enter additional address details as well.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Handling the AVS Results</p>
<p class="Help-Text">The processor returns a message indicating whether the entered information matches that on file at the cardholder<font style="font-family: 'Times New Roman';" face="Times New Roman"></font>s bank. The results of the AVS check are for your information only. You can choose to process the credit card payment even if the AVS check indicates a mismatch between the ZIP Code or address you entered and the cardholder's bank address information.</p>
<p class="Help-Text"><a href="cardservices_avscvc_results.htm">Address Verification Results Guide<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">You specify how you wish to handle AVS mismatches on the <a href="../qbpos_company_preferences/sysprefs03.htm">Merchant &amp; Gift Services</a> page in company preferences:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font style="font-family: 'Wingdings 2'; font-weight: bold;" face="Wingdings 2">R</font> <font class="hcp1">Do not allow manual transactions that fail address verification</font> Selecting this option provides a degree of protection against fraud and chargebacks but may also block legitimate transactions. You will not be able to complete a credit card transaction if an AVS mismatch occurs. If you clear this check box, the AVS check results are displayed, but you can still process the transaction at your discretion.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices02.htm">Configure your system for a merchant account</a></p>
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<p class="Help-Heading-2">Address and Card Verification Check Results</p>
<p>Popup and has been hidden</p>
&#160;
<p class="Help-Text" style="font-weight: bold;">Address Verification Service (AVS) Result Guide</p>
<p class="Help-Text"><font class="hcp1">A</font> Comparing the provided information with file in cardholder's bank, the street address matches but ZIP Code does not match</p>
<p class="Help-Text"><font class="hcp1">E</font> Error Response for Merchant Category Code provided in the message</p>
<p class="Help-Text"><font class="hcp1">N</font> Comparing the provided information with file in cardholder's bank, both the street address and ZIP Code do not match</p>
<p class="Help-Text"><font class="hcp1">R</font> Please retry, system not available</p>
<p class="Help-Text"><font class="hcp1">S</font> Address Verification Service is not supported by cardholder's bank</p>
<p class="Help-Text"><font class="hcp1">U</font> Address information is not available from cardholder's bank</p>
<p class="Help-Text"><font class="hcp1">W</font> Comparing the provided information with file at cardholder's bank, 9-digit ZIP Code matches, but numeric street address does not match</p>
<p class="Help-Text"><font class="hcp1">X</font> Comparing the provided information with file at cardholder's bank, there is an exact match of numeric street address and ZIP Code</p>
<p class="Help-Text"><font class="hcp1">Y</font> Comparing the provided information with file at cardholder's bank, there is a match of numeric street address and 5-digit ZIP Code</p>
<p class="Help-Text"><font class="hcp1">Z</font> Comparing the provided information with file at cardholder's bank, 5-digit ZIP Code matches, but numeric street address does not match</p>
<p class="Help-Text"><font class="hcp1">G</font> Cardholder's bank is a non AVS participant outside the U.S.; not verified</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">Card Verification Code (CVC) Result Guide</p>
<p class="Help-Text"><font class="hcp1">M</font> Card verification value entered matches that on file with cardholder's bank</p>
<p class="Help-Text"><font class="hcp1">N</font> Card verification value entered does not match that on file with cardholder's bank</p>
<p class="Help-Text"><font class="hcp1">P</font> Card verification value check could not be processed</p>
<p class="Help-Text"><font class="hcp1">S</font> Card presented should have a card verification value; merchant indicated card verification value is not present</p>
<p class="Help-Text"><font class="hcp1">U</font> Cardholder's bank is not certified for the card verification value (CVV) check service</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Communication Setup for Merchant and Gift Card Services</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="../qbpos_gift_card_service/giftcard_oview.htm">Gift Service Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">This service is not available in QuickBooks Desktop Point of Sale.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Enter Credit Card Information</p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipt1014.htm">Payment Overview</a> <font color="#C0C0C0">|</font> <a href="cardservices05.htm">Credit Card Refunds</a> <font color="#C0C0C0">|</font> <a href="help_troubleshoot_mas.htm">FAQs</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This topic applies to users of the QuickBooks POS Merchant Service. <a href="../qbpos_recording_sales_and_returns/receipts_othermas.htm">What if I use another Service?</a></p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Use the Credit Card payment dialog to swipe or insert the credit card for sales or refunds. <a href="qbpos:helppopup.10514">What is the benefit of swiping credit cards?</a></p>
</li>
</ul>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Click <span class="hcp2">M</span><font style="font-weight: bold;">anual</font> to type in the card information or <span class="hcp2">Voice</span> if a <a href="cardservices08.htm">voice authorization</a> is necessary.</p>
</li>
</ul>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">Read the detailed credit card payment topic <a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">here</a>.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">For manually entered transactions, Point of Sale includes two security features to help you prevent credit card fraud: address verification and card verification. Click on a link below to learn more about these features.</p>
<p class="Help-Text"><a href="cardservices_avs.htm">What is address verification?</a></p>
<p class="Help-Text"><a href="cardservices_verificationcodes.htm">What is credit card verification?</a></p>
<p class="Help-Text"><a href="qbpos:helppopup.10521">Address and Card Verification Results Guide</a></p>
<p class="Help-Text"><a href="cardservices08.htm">What is voice authorization?</a></p>
<p class="help-text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cardservices_fraudprevention.htm">Credit card fraud prevention tips</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices02.htm">Configure your system for merchant services</a></p>
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<p class="Help-Heading-2">Credit Card Fraud Prevention Checks</p>
<p>popup has been hidden</p>
<p class="Help-Text">When manually authorizing credit card transactions, you can protect yourself against possible card fraud by entering the cardholders street address and the card verification code. These checks are optional, but highly recommended.</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Entering a street address increases the protection afforded by the normal ZIP Code check included in address verification. Learn More</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Entering the card verification code verifies that the customer, presumably the legitimate cardholder, has the actual card in their possession. Learn more</p>
</li>
</ul>
<p class="Help-Text">Example locations of card verification code:</p>
<p class="Help-Text"><img src="../image/cardimages.gif" alt="image\cardimages.gif" title="image\cardimages.gif" width="373" height="221" border="0"></p>
<p class="Help-Main-Topic-Links" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links">Credit card fraud prevention tips</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Credit Card Fraud Prevention Tips</p>
<p class="Help-Text"><a href="cardservices_avs.htm">Address Verification</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cardservices_verificationcodes.htm">Card Verification</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">While the warning signs and suggestions below taken alone are not a sure method for protecting yourself against credit card fraud, you should be aware of them and use them to make better decisions in the fight against card fraud and <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_chargeback">chargebacks</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><font class="hcp1">Verify the cardholders identity.</font> Use the customers drivers license or ID card to verify the name, address, and compare signatures with that on the sales slip. If in doubt, dont hesitate to turn down the transaction or call the number on the back of the card, if present, to verify the cardholder information.</p>
<p class="Help-Text"><font class="hcp1">Get the customer signature on sales slips</font>. If the customer refuses to sign the slip after you have processed the authorization, void the transaction. Do not process the sale if the cardholder refuses to sign the sales slip.</p>
<p class="Help-Text"><font class="hcp1">Observe the Address Verification Service (AVS) results.</font> You have the option in Point of Sale of disallowing manually entered transactions that fail the <a href="cardservices_avs.htm">address verification</a> check. This preference may provide a degree of protection, but may also block some legitimate transactions. Some merchants choose to not accept transactions or ship merchandise to addresses other than the billing address for the account. Be especially wary if the customer requests a shipment to a PO Box or an international address.</p>
<p class="Help-Text"><font class="hcp1">Observe the card verification results</font>. It is mandatory to enter the card verification code for your transactions. You also have the option in Point of Sale of disallowing manually entered transactions where the entered <a href="cardservices_verificationcodes.htm">card verification code</a> does not match the card issuers records. This check helps ensure that the customer actually has the card in their possession at the time of the sale. Some issuers automatically decline the transaction when a mismatch occurs, others allow you to use your discretion in accepting such transactions.</p>
<p class="Help-Text"><font class="hcp1">Be aware of card security features.</font> All major card issuers have unique features to help identify against fraudulent cards. Visit the card issuer Web sites (Visa, MasterCard, American Express, Discover, etc.) periodically to keep up with the latest technologies and features.</p>
<p class="Help-Text"><font class="hcp1">Dont refund credit card transactions with cash.</font> Asking for a cash refund on a credit card transaction is a strong indicator of credit card fraud. In some cases, the cardholder will also file a dispute for the transaction after receiving cash, resulting in a possible chargeback to you as well. Refund credit card transactions only as a credit back to the same card.</p>
<p class="Help-Text"><font class="hcp1">Report fraud immediately</font>. If possible, notify your manager while holding the card. Alternatively, initiate a <a href="cardservices08.htm">voice authorization</a> and request a Code 10 authorization. The operator will ask you a series of yes or no questions and guide you through the necessary steps.</p>
<p class="Help-Text"><font class="hcp1">Safety Comes First</font>. If you feel you are in danger, decline the transaction and return the card. Call the authorization number after the customer has left to report the fraud.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="mas_PCIDSS.htm">Protect your customer's credit card data</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices02.htm">Configure your system for a merchant account</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Credit Card Verification</p>
<p class="Help-Text"><a href="cardservices_avs.htm">Address Verification</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="cardservices_fraudprevention.htm">Fraud Prevention Tips</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">A credit card verification is an important security check for manually entered (non-swiped or non-inserted) credit card transactions. The code helps verify that the customer, presumably the legitimate cardholder, has the actual card in their possession. The use of this feature is mandatory as one component of a fraud prevention strategy.</p>
<p class="Help-Text"><font class="hcp1">Note</font>: Depending on the card issuer, the card verification feature may be referred to as a card verification code (CVC), card verification value (CVV), card identification number (CID), or cardmember ID. All of these terms are synonymous and mean the same thing.</p>
<p class="Help-Text">When you enter the card verification code on a credit card transaction, the processor verifies that the code matches issuer records. A mismatch can be one potential indicator of fraudulent use of the card.</p>
<p class="Help-Text"><a href="cardservices_avscvc_results.htm">Card Verification Code Results Guide</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Heading-2">Where is the card verification code located?</p>
<p class="Help-Text">The card verification code will have 3 or 4 digits and will be in different locations depending on the card type, as shown in the examples below.</p>
<p class="Help-Text">When manually entering credit card information, enter the code in the <font class="hcp1">Card Verification Code</font> field on the credit card dialog before selecting the <font class="hcp1">authorize</font> button.</p>
<p class="Help-Text"><img src="../image/cardimages.gif" alt="image\cardimages.gif" title="image\cardimages.gif" width="373" height="221" border="0"></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">What happens if a mismatch occurs?</p>
<p class="Help-Text">How a card verification code mismatch affects your credit card transaction depends on:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">The card issuers regulations</font> Some card issuers automatically decline charges when the verification code entered does not match their records. In this case the charge cannot be completed. Ask the customer for another method of payment.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Your Point of Sale Merchant Services preferences</font> If the card issuer does not decline the transaction, then you can proceed with the charge at your discretion. If you wish to block all transactions that fail card verification, select the check box for <font class="hcp1">Do not allow manual transactions that fail card verification</font> in your <a href="../qbpos_company_preferences/sysprefs03.htm">Merchant Service company preferences</a>.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices02.htm">Configure your system for a merchant account</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">QuickBooks POS Merchant Service Overview</p>
<p class="Help-Text"><a source="shell" href="mas_hdi.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> <font color="#C0C0C0" class="hcp2">|</font> <a href="../qbpos_recording_sales_and_returns/receipts_payment_ccdebithardware.htm">Merchant Service Hardware</a> <font color="#C0C0C0" class="hcp2">|</font> <a href="cardservices13.htm">Reports</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Main-Topic-Links"><font color="#000000"><img src="../image/lightningbolt.gif" alt="Requires Internet connection" title="Requires Internet connection" width="9" height="15" border="0" class="hcp1"> <a href="https://merchantcenter.intuit.com/msc/portal/login?service=https://merchantcenter.intuit.com/msc/portal/home">Learn more about the QuickBooks Desktop POS Merchant Service</a></font></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp2">Overview</font></p>
<p class="Help-Text">Most retailers will want to sign up for an account with the QuickBooks Desktop POS Merchant Service to accept and process credit and debit/ATM card transactions.</p>
<p class="Help-Text">Key benefits of the service include:</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">No duplicate data entry. All your credit and debit/ATM card sales are authorized, settled, and recorded directly in Point of Sale.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Integrated batch settlement reporting within Point of Sale.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Choice of modem or secure Internet connection to communicate with the service.</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Optional cash back option for PIN debit transactions</p>
</li>
</ul>
<p class="Help-Text">You can apply for an account with the QuickBooks Desktop &#160;POS Merchant Service during the <a href="../qbpos_interview/iview_overview.htm">Setup Interview</a>. The application takes just minutes to complete, and youll receive an approval decision and your Merchant Service number promptly. Once received, you enter your Merchant Number in company preferences to enable payments by credit and/or debit/ATM card.</p>
<p class="Help-Text">A card reader is recommended, but not required to process credit card transactions (higher fees apply on non-swipe or non-inserted &#160;transactions). A PIN pad is required to process PIN debit transactions. A modem or persistent (always on) Internet connection is necessary for transmitting data to and from at least one of your Point of Sale workstations. (Hardware sold separately.)</p>
<p class="Help-Text">With QuickBooks Desktop POS Merchant Service, each time a customer presents a credit or debit/ATM card as payment, the card is swiped through or inserted in the card reader or PIN pad device. Point of Sale then submits the card information to the processor for authorization. Credit card information can also be manually entered. Within seconds, the status of the transaction is relayed back to the merchants computer.</p>
<p class="Help-Text">Credit and debit card transactions are <font style="font-style: italic;">settled</font> when a merchant runs the End of Day procedure. Settlement initiates the actual transfer of funds from the card-issuing bank to the merchants bank account.</p>
<p class="Help-Text">Point of Sale records the transaction information on your computer so you can generate reports or access the details of a transaction later. You can run Merchant Service reports from the reports area of Point of Sale.</p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Text"><span style="font-weight: bold;">Important Notes</span>:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Users of the QuickBooks Desktop POS Merchant Service must take steps to comply with the <a href="mas_PCIDSS.htm">Payment Card Industry Data Security Standard (PCI DSS)</a> requirements for the secure processing, storage, and transmittal of credit and debit card transactions.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Credit card transaction data must be sent to the processor for <a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">settlement</a> within one day of authorizing the transaction to avoid paying higher fees.</p>
</li>
</ul>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="mas_multiple_locations.htm">Multiple-location configuration</a></p>
<p class="Help-Text"><a href="../qbpos_recording_sales_and_returns/receipts_othermas.htm">What if I use another Service?</a></p>
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<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp1"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Merchant &amp; Gift Card Services: FAQs</p>
<p class="Help-Main-Topic-Links"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <font color="#C0C0C0">|</font> <a href="../qbpos_gift_card_service/giftcard_oview.htm">Gift Card Service Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If you have trouble connecting to or processing transactions through the QuickBooks Desktop POS Merchant or Gift Card Services, please review this list of common questions and answers. If you cannot resolve your issue here, call our customer support at (800) 558-9558.</p>
<p class="Help-Info-Line" style="font-weight: normal; font-style: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How do I fix "Socket Error # xxxx" messages? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Text">Several possible conditions may cause this problem. Click the link in the error message you receive to start the EFT troubleshooter:</p>
<p class="Help-Text"><img src="../image/MAS_socketerror_trblshtlink.gif" alt="Error message - EFT" width="276" height="47" border="0" class="hcp1"></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Or, on the workstation handling communication with the service, right-click the POS Merchant &amp; Gift Service icon in the system tray and select <span class="hcp5">Troubleshoot</span>. Select the specific socket error message received and then follow the directions provided.</p>
<p class="Help-Text"><img src="../image/eftserver_icon_menu.gif" alt="" width="223" height="85" border="0" class="hcp1"></p>
<p class="Help-Text">If this icon isn't present in the system tray, restart the workstation and Point of Sale. After the icon is displayed, you can close Point of Sale but leave the computer running.</p>
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<p class="Help-Text">&#160;</p>
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<p class="Help-Info-Line" style="font-weight: normal; font-style: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">I configured my account and selected the Verify button in the company setup (or company preferences) but got an error message. What could be wrong? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" style="border: none; border-width: 1px;" width="11" height="11" border="0"></a></p>
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<p class="Help-Text">Make a note of the error message you receive. It should help you identify which of the following issues might be the problem. Select <span class="hcp5">Preferences &gt; Company</span> from the <span class="hcp5">Edit</span> menu, and then <span class="hcp5">Merchant &amp; Gift Services</span> and confirm the following settings:</p>
<ul style="list-style: square;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is the Merchant or Gift Card Account Number entered exactly as provided?</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is your account confirmed as active when you select <span class="hcp5">Verify?</span></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the error is for the Gift Card Service, have you received your gift cards yet? Your account may not be activated yet if your gift cards have not been sent to you. Try again after receiving your cards.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is your modem or Internet connection set up and working? Select the <span class="hcp5">Communication Setup</span> page in preferences and make sure the correct connection type is set correctly to <span class="hcp5">Secure Internet Connection</span> or <span class="hcp5">Direct-dial</span> (modem). If necessary, click the Internet Connection Setup button for assistance with an Internet connection.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If your modem or Internet connection doesn't seem to be working, check it in another program or Web page. If you can't connect from other programs either, use Windows help or contact your Internet Service Provider for troubleshooting assistance.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If connections are going through another computer on your network, is that computer turned on? &#160;Depending on your network configuration and hardware, the computer through which connections are routed may have to be running. <a href="mas_multi_workstation.htm">Learn more</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Is your modem in use on another connection?</p>
</li>
</ul>
</td>
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<p class="Help-Bulleted">&#160;</p>
</div>
<p class="Help-Info-Line" style="font-weight: normal; font-style: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Why do I get "timed out" or firewall and port error messages when trying to authorize or settle credit, debit, or gift card transactions? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP246197800" style="display: none;">
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<p>Review the <a href="../qbpos_help_and_support/help_firewall.htm">configuring firewalls</a> topic for information about opening the correct ports to allow communications for merchant and gift card services. In many cases, updating your firewall program to the latest available version will automatically correct these issues.</p>
</td>
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<p>&#160;</p>
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<p class="Help-Info-Line"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Why am I not able to authorize card transactions on my networked workstations? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<p>On a network, all communication to the Merchant and Gift Card Services goes through one workstation specified in your Point of Sale company preferences. If this workstation has been shut down or if the Merchant &amp; Gift Card communication service has been terminated, other workstations will not be able to connect to authorize transactions.</p>
<p>Check your <a href="cardservices_communication_setup.htm">communication setup</a> in company preferences and start (or restart) Point of Sale on the designated communication workstation. You can then close Point of Sale on this workstation if desired, but the computer must remain running. You should see the Merchant &amp; Gift Card Services icon in the Windows system tray of this computer.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line" style="font-style: normal; font-weight: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Why do I get a "Connection Failed" message when trying to authorize transactions? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Text">If you get connection failure messages when attempting to connect for credit, debit, or gift card authorizations, check your phone line or Internet connection and <a href="cardservices_communication_setup.htm">communication setup</a> to be sure they are configured and working.</p>
<p class="Help-Text">If using a dial-up phone connection, ensure that some other program is not accessing your modem. Your system is configured with two numbers that can be dialed for electronic funds transactions. If dialing the first number fails for any reason, you will briefly see a "Dial Failed" message and then the system will attempt to dial the alternate number. It is not necessary for you to take any action when the Dial Failed message is displayed in this case; it will be cleared automatically if the second number is successful.</p>
<p class="Help-Text">In the case of a credit card, you prompted to do a manual <a href="cardservices08.htm">voice authorization</a> or you can choose to force a voice authorization without waiting for the failed connection attempts.</p>
</td>
</tr>
</table>
<p class="Help-Text">&#160;</p>
</div>
<p class="Help-Info-Line" style="font-style: normal; font-weight: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">Why do I get an "INVALID_MRCH_#_" message when trying to process a card transaction? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP246460249" style="display: none;">
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<p>This message is returned by the processor when the card you are attempting to accept is not a card type allowed by your Service agreement. This message does not mean your Merchant/Gift Account Number is invalid. Ask the customer for a different form of payment.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line" style="font-style: normal; font-weight: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a7">Are there steps I can take to minimize the potential of credit card fraud and chargebacks? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
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<p>Yes, there are several warning signs and Point of Sale features that can help you recognize and prevent fraudulent credit card charges. Review the <a href="cardservices_fraudprevention.htm">credit card fraud prevention tips</a> for more information.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line" style="font-style: normal; font-weight: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a8">A customer lost a gift card and is asking for a replacement. How do I handle this? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
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<p>If it conforms with your store policy and you can identify the original gift card number, you can cancel the original gift card and issue a new one with the same balance. Click <a href="../qbpos_gift_card_service/giftcard_replacing.htm">here</a> for more information.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Info-Line" style="font-style: normal; font-weight: normal;"><a class="dropspot" href="javascript:TextPopup(this)" id="a9">What is the Payment Card Industry Data Security Standard (PCI DSS) and how do I comply? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse answer" title="Click to expand/collapse answer" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Text">The <span class="hcp5">Payment Card Industry (PCI) Data Security Standard (DSS)</span> outlines requirements that retailers must take to protect their customer's credit and debit card information. The requirements apply not only to how you use Point of Sale to authorize, settle, store, and transmit information from card payments, but also to measures necessary to protect your operating system, network, and Internet connection.</p>
<p><a href="mas_PCIDSS.htm">Learn more</a></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cardservices02.htm">Configure Point of Sale for a merchant account</a></p>
<p class="Help-Text"><a href="../qbpos_gift_card_service/giftcard_configure.htm">Configure Point of Sale for gift card services</a></p>
<p class="Help-Text"><a href="../qbpos_help_and_support/hsoverview.htm">Help and support overview</a></p>
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<p class="Help-Heading-1">Protect Your Customer's Payment Card Data</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">QuickBooks Desktop POS Merchant Service</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_data_protection/backup_strategy.htm">Data Protection Strategy</a></p>
<p class="Help-Text" style="color: #ff0000;">&#160;</p>
<p class="Help-Text">When you, as a retailer, start accepting credit and/or debit cards for payment using the QuickBooks Desktop POS Merchant Service, you have a responsibility to comply with the requirements of the <span class="hcp1">Payment Card Industry Data Security Standard (PCI DSS)</span>.</p>
<p class="Help-Text">This standard includes requirements for the configuration, operation, and security of payment card transactions in your business, and extends beyond your use of Point of Sale. It includes requirements for restricting user access, as well as for protecting your computers, operating system, and network, and for communications with other computers and the Internet.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: If you use another merchant service for card payments, the cardholder data is not processed, stored, or transmitted by Point of Sale and this topic is not directly applicable to your use of Point of Sale. You should refer to the information provided by your service provider for compliance requirements.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale has been engineered to help you comply with these requirements in your use of Point of Sale, but it is your responsibility to ensure your entire system is in compliance.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">How does Point of Sale assist me in complying with the PCI DSS? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse this topic" title="Click to expand/collapse this topic" width="11" height="11" border="0" class="hcp2"></a></p>
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<p>Point of Sale assists with PCI DSS compliance with the following features:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Encrypts the cardholder data stored in your company data, using an industry-standard, strong encryption process.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Automatically regenerates the keys used to encrypt card data once per year.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Provides you a tool to manually generate new encryption keys if you suspect a security breach has occurred.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Deletes old encryption keys anytime new keys are generated.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Automatically strips card information from stored transactions at sixty days of age; so that cardholder data is not retained any longer than necessary.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Logs all activities related to data access, payment card transactions, and changes to card encryption keys in an Audit Log and all failed attempts to log in to Point of Sale are logged in the Windows Event Log.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Provides a <span class="hcp1">PCI DSS Implementation Guide</span> detailing these features as well as requirements applying to the non-POS components of your system.</p>
</li>
</ul>
</td>
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<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1" style="font-weight: normal;">What happens if I don't comply with the PCI DSS? <img src="../image/expand_icon.GIF" alt="Click to expand/collapse this topic" title="Click to expand/collapse this topic" width="11" height="11" border="0" class="hcp2"></a></p>
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<p>As a merchant, you are required to maintain certain security standards within Point of Sale as well as within your Windows operating system, your network, and your connections to the Internet or other computers.</p>
<p>Adherence to the standards not only is good for your business, as it assures your customers that their transactions are being handled in a secure manner, but also is fiscally important as your business could be held liable for fines or other damages if your customer's card information is ever stolen or compromised.</p>
<p>Refer to the PCI DSS Implementation Guide for complete details.</p>
</td>
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<p>&#160;</p>
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<p class="help-text">&#160;</p>
<p class="Help-Heading-2">PCI DSS Implementation Guide</p>
<p class="Help-Text">Intuit has prepared an electronic Implementation Guide to help you learn about and comply with these requirements. You can access this guide via the link below or at anytime by selecting <span class="hcp1">User Manuals</span> from the Help menu (Adobe Acrobat Reader <a href="https://acrobat.adobe.com/in/en/acrobat/pdf-reader.html">required</a>).</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/POSPCIGuide.pdf">Open the Implementation Guide now</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Where can I learn more about the Payment Card Industry standards?</p>
<p class="Help-Text">You can learn more about and get a copy of the PCI DSS standard at the PCI Security Standards Council site:<br>
<img src="../image/lightningbolt.gif" alt="Internet connection required to use this link" title="Internet connection required to use this link" width="9" height="15" border="0" class="hcp2"><a href="https://www.pcisecuritystandards.org" target="_blank">https://www.pcisecuritystandards.org</a></p>
<p class="help-text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cardservices_fraudprevention.htm">Credit card fraud prevention tips</a></p>
<p class="Help-Text"><a href="mas_generate_EFT_keys.htm">Generate new credit card keys</a></p>
<p class="Help-Text"><a href="mas_pci_auditlog.htm">Payment card activity Audit Log</a></p>
<p class="Help-Text"><a href="mas_pci_suspectbreach.htm">If you suspect a security breach</a></p>
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<p class="Help-Note" style="background-color: #f5f5f5;"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." width="9" height="15" border="0" class="hcp2"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<p class="Help-Heading-1">Generate New Credit Card Keys</p>
<p class="Help-Text"><a href="mas_PCIDSS.htm">PCI DSS Overview</a> <span style="color: #c0c0c0;">|</span> <a href="mas_pci_auditlog.htm">Audit Log</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information applies to users of the QuickBooks POS Merchant Service and the requirements for complying with the Payment Card Industry's Data Security Standard (PCI DSS).</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale encrypts the cardholder data stored in your company data with <span style="font-style: italic;">encryption keys</span> using an industry-standard, strong, encryption process that meets current <span class="hcp1">Payment Card Industry Data Security Standard</span> (PCI DSS) requirements. Point of Sale automatically generates new encryption keys at least once per year. No action is required on your part to enable this security feature.</p>
<p class="Help-Text">Additional information about the encryption keys is provided in the PCI DSS Implementation Guide . To access this electronic manual, select <span class="hcp1">User Guides</span> from the Help menu.</p>
<p class="Help-Text"><a href="mas_pci_suspectbreach.htm">If you suspect a security breach</a> or that an unauthorized attempt to access the data was made, one of the steps you should take is to generate new encryption keys. The new keys are used to encrypt all new transactions. In addition, stored transactions are re-encrypted with the new keys. The previous keys are destroyed and are unrecoverable.</p>
<p class="Help-Info-Line">To manually generate new encryption keys:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Log in to Point of Sale as the <a href="qbpos:helppopup.10019">System Administrator.<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the Point of Sale File menu, select <span class="hcp1">Utilities</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">Generate New Credit Card Keys</span>.</p>
</li>
</ol>
<p class="Help-Indent">A confirmation message is displayed upon successful update of the stored card transactions.</p>
<ol start="4" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">Log off the Sysadmin user.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2"><span class="hcp1">Note</span>:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The encrypted cardholder data stored in your company file is not accessible to any Point of Sale user; even the Point of Sale system administrator is blocked from viewing this information. Cardholder data is also not available on Point of Sale reports and cannot be included in data exports.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cardservices_fraudprevention.htm">Credit card fraud prevention tips</a></p>
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<p class="Help-Heading-1">QuickBooks POS Merchant Service: How Do I?</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">This is a popup topic and has been hidden.</p>
<p class="Help-Main-Topic-Links"><a href="cardservices06.htm">Sign up for a merchant account</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices02.htm">Configure Point of Sale for a merchant account</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_payment_creditcard.htm">Take payment by credit card</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt_payment_debit.htm">Take payment by debit/ATM Card</a></p>
<p class="Help-Text"><a href="../qbpos_end_of_day/eod_merchantservicebatch.htm">Settle card transactions</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1016.htm">Handle credit/debit returns</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipt1012.htm">Reverse sales transactions</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices13.htm">View Merchant Service reports</a></p>
<p class="Help-Main-Topic-Links"><a href="cardservices_fraudprevention.htm">Protect myself from credit card fraud</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_recording_sales_and_returns/receipts_othermas.htm">Use another merchant service</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
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<p class="Help-Heading-1">Merchant Service Center</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <span style="color: #c0c0c0;">|</span> <a href="cardservices13.htm">Merchant Service Reports</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Users of the QuickBooks Desktop POS Merchant Service can visit our online Merchant Service Center to:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Check on account activation</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">View processing and funding status</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Perform basic account management tasks</p>
</li>
</ul>
<p class="Help-Info-Line"><a href="../qbpos_help_and_support/help_lgtngbolt_popup.htm"><img src="../image/lightningbolt.gif" alt="Internet Connection required" title="Internet Connection required" style="border: none;" width="9" height="15" border="0"></a> &#160;To visit the Merchant Service Center:</p>
<ol class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">From the Report menu, select <span class="hcp3">Merchant Service Center</span>.</p>
</li>
</ol>
<p class="Help-Indent">The Merchant Service Center Sign In page is opened in a Web browser window.</p>
<ol start="2" class="hcp2">
<li class="p-Help-Steps">
<p class="Help-Steps">On first visit, select <span class="hcp3">Create an Account</span>, and follow the on-screen instructions to set up your access account.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">If returning, sign in with your user name and password.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Transactions show up in the Merchant Service Center one day after processing</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">From outside of Point of Sale, visit <a href="https://merchantcenter.intuit.com/posms" target="_blank" title="Click or copy and paste into your browser to visit the Merchant Service Center">https://merchantcenter.intuit.com/posms</a> &#160;</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Multiple Workstation Configuration</p>
<p class="Help-Text"><a href="cardservices_communication_setup.htm">Communication Setup</a> <span style="color: #c0c0c0;">|</span> <a href="../qbpos_help_and_support/helpandsupport03.htm">Customer Support</a></p>
<p class="Help-Text">In V10 each workstation will now connect separately. This topic has been hidden.</p>
<p class="Help-Text">When operating Point of Sale on multiple workstations, all Merchant Service and/or Gift Card Service communications go through one workstation. By default, this is the Server Workstation but you can change this setting on the <font class="hcp1">Merchant and Gift Services</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp1">Communication Setup</font> page in company preferences (the selected workstation must have a modem or Internet connection).</p>
<p class="Help-Text">Access this page from the workstation you wish to use as the connection computer and select the check box labeled <font class="hcp1">Use this computer to connect for all credit, debit, and gift card transactions</font>. All transactions, whichever workstation they are performed at, will be routed through this workstation.</p>
<p class="Help-Text">The designated workstation must be running (does not have to have Point of Sale open) to allow other workstations to authorize transactions. When running, the Merchant and Gift Card Service icon is displayed in the Windows system tray as shown below. You can click this icon to view the current status of the connection and to access the EFT (Electronic Funds Transfer) log file.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Merchant &amp; Gift Card Service icon in system tray</p>
<p class="Help-Text"><img src="../image/eftserver_icon.gif" alt="EFT Server icon" title="EFT Server icon" width="218" height="49" border="0"></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">When multiple requests occur simultaneously, they will be processed in the order received. For direct-dial (modem) connections, the program will try to complete any queued requests during the same connection to the processor, thus eliminating the need to dial out on the modem for each request.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Multiple Locations Using Merchant/Gift Card Service</p>
<p class="Help-Text"><a href="cardservicesoverview.htm">Merchant Service Overview</a> <span class="hcp1">|</span> <a href="../qbpos_gift_card_service/giftcard_oview.htm">Gift Card Overview</a> <span class="hcp1">|</span> <a href="../qbpos_help_and_support/helpandsupport03.htm">Customer Support</a></p>
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color: #800000;">&#160;</p>
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<p class="Help-Text">For QuickBooks Desktop POS Merchant and/or Gift Services customers with multiple physical locations under the same ownership, each location must have a separate account with these services, but those accounts can be linked so that you receive consolidated reporting and statements. Each location would process authorizations and settlements independently.</p>
<p class="Help-Text">For more information, contact the QuickBooks Desktop POS Merchant and/or Gift Card Services.</p>
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<p class="Help-Heading-1">Payment Card Activity Audit Log</p>
<p class="Help-Text"><a href="mas_PCIDSS.htm">PCI DSS Overview</a> <span style="color: #c0c0c0;">|</span> <a href="mas_pci_suspectbreach.htm">If You Suspect a Security Breach</a></p>
<p class="help-text">&#160;</p>
<p class="Help-Note">This information applies to users of the QuickBooks POS Merchant Service and the requirements for complying with the Payment Card Industry's Data Security Standard (PCI DSS).</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale automatically logs all data access, data security, payment card transaction, and encryption key changes to the Audit Log; you do not need to turn this feature on manually.</p>
<p class="Help-Text">Only the <a href="qbpos:helppopup.10019">System Administrator<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> can view this log. We recommend you review the log daily (or as often as possible) to comply with the PCI security standards.</p>
<p class="Help-Info-Line">To view the Audit Log:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Log in to Point of Sale as the System Administrator.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the File menu, select <span class="hcp2">Utilities &gt; View Audit Log</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Use normal Point of Sale report options to <a href="../qbpos_reports_and_sales_charts/reports02.htm">modify</a> the appearance or filter the Audit Log report by date, user, or other included data.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">When done, close the report and log off the System Administrator.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/mas_pci_auditlog.gif" alt="Payment Card Activity Audit Log" title="Payment Card Activity Audit Log" width="460" height="151" border="0" class="hcp1"></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Unsuccessful attempts to log in to Point of Sale are logged in the Windows <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Logs unsuccessful attempts to log in to Point of Sale. Accessible from Windows Control Panel &gt; Administrative Tools &gt; Event Viewer.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">Event Log</a>. This log should also be reviewed regularly to look for attempts to access your data.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Additional information is provided in the PCI DSS Implementation Guide . To access this electronic manual, select <span class="hcp2">User Guides</span> from the Help menu.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cardservices_fraudprevention.htm">Credit card fraud prevention tips</a></p>
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<p class="Help-Heading-1">If You Suspect a Security Breach</p>
<p class="Help-Text"><a href="mas_PCIDSS.htm">PCI DSS Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">This information applies to users of the QuickBooks POS Merchant Service and the requirements for complying with the Payment Card Industry's Data Security Standard (PCI DSS) on credit and debit card transactions.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If an unauthorized attempt to access your data has been made or you are aware of an actual breach of your security system that has compromised your and your customers data, you should immediately:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps"><a href="../qbpos_data_protection/backup01.htm">Backup</a> your data file and store the backup in a secure location.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">If you suspect involvement by a specific user or users, disable the Windows user accounts and Point of Sale <a href="../qbpos_secadmin/secadmin04.htm">security rights</a>. This will block further access to your data by the user(s) while you have an opportunity to investigate.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Review the <a href="mas_pci_auditlog.htm">Audit Log</a> and Windows <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Logs unsuccessful attempts to log in to Point of Sale. Accessible from Windows Control Panel &gt; Administrative Tools &gt; Event Viewer.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">Event Log</a> to examine entries related to the suspicious activity and users.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Change your Windows and Point of Sale administrator passwords. It is recommended you also change, or require to be changed, all other user passwords.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Manually <a href="mas_generate_EFT_keys.htm">generate new credit card encryption keys</a>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Additional information is provided in the PCI DSS Implementation Guide . To access this electronic manual, select <span style="font-weight: bold;">User Guides</span> from the Help menu.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="cardservices_fraudprevention.htm">Credit card fraud prevention tips</a></p>
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<p class="Help-Heading-1">Merchant Service Reconciliation</p>
<p class="Help-Text"><a href="cardservices13.htm">Merchant Service Reports</a> <span style="color: #c0c0c0;">|</span> <a href="mas_merchant_service_center.htm">Merchant Service Center</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: This feature requires integration with QuickBooks Desktop Financial Software.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Merchant Service reconciliation makes it easy to match credit and debit card payments taken in Point of Sale to the bank deposits you make from your QuickBooks Desktop financial software and identify discrepancies and fees.</p>
<p class="Help-Text">When credit and debit card transactions are sent from Point of Sale to QuickBooks Desktop, they are added to the <span class="hcp1">Payments to Deposit</span> window (by store/merchant number in a multi-store configuration) and settlement batch, helping you to match the transactions with your deposits and more easily identify and account for discrepancies and fees.</p>
<p class="Help-Info-Line">Requirements for the reconciliation feature:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Using the QuickBooks Desktop POS Merchant Service to process card payments</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Integrated with QuickBooks Desktop Financial Software</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You have not changed the <a href="../qbpos_qb_data_exchange/financialexchange_defaultaccounts.htm">default payment types</a>. These specific payment type mappings are required for the reconciliation feature.</p>
</li>
</ul>
<p class="Help-Info-Line">To send transactions with reconciliation information to QuickBooks Desktop:</p>
<p class="Help-Text">No action is necessary in Point of Sale to send reconciliation information to QuickBooks Desktop. If you meet the requirements listed above and conduct routine Financial Exchanges your transactions will show up on the Payments to Deposit screen in QuickBooks Desktop grouped by store/merchant number and batch.</p>
<p class="Help-Info-Line">Making deposits in QuickBooks Desktop:</p>
<p class="Help-Text">This procedure is completed in QuickBooks Desktop financial software, and is summarized here. More specific instructions can be accessed from the Payments to Deposit window in QuickBooks Desktop by selecting <span class="hcp1">Help</span>.</p>
<ol class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps">Complete Financial Exchange with QuickBooks as part of your <a href="../qbpos_end_of_day/endofday02.htm">End of Day</a> procedure.</p>
</li>
</ol>
<p class="Help-Indent">Your payment card transactions update the Undeposited Funds balance in QuickBooks Desktop.</p>
<ol start="2" class="hcp3">
<li class="p-Help-Steps">
<p class="Help-Steps">In QuickBooks Desktop, select <span class="hcp1">Make Deposits</span> from the Banking menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select the payments to include in the deposit.</p>
</li>
</ol>
<p class="Help-Indent">To facilitate reconciliation later, make your deposits by the transaction groupings. The transactions from Point of Sale are grouped by store/merchant number and batch for convenience.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">After a transaction has been sent to QuickBooks Desktop (or from remote store to HQ), <a href="cardservices04.htm">voiding</a> of the transaction is not allowed. Point of Sale automatically &#160;reverses the transaction in this case.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Point of Sale Merchant Service <a href="cardservices13.htm">reports</a> are also split out by batch and, if applicable, store/merchant number.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">To help keep your settlement batches synchronized with other End of Day postings to QuickBooks Desktop, it is recommended you settle once per day before exchanging data with QuickBooks Desktop. In a multi-store configuration, settle at each remote store before Store Exchanges with HQ.</p>
</li>
</ul>
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