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How to setup Intuit Merchant Services to receive payments through Method

With the release of the new QuickBooks Receive Payment screen, more and more Method users are beginning to accept payments directly in Method.  That number is about skyrocket with the upcoming release of the new "Contacts Portal" since it allows you to easily send an invoice to a customer for them to view and make payments online. 

So far, based on the feedback, the vast majority of you are using Intuit Merchant Services (a.k.a. Intuit Payment Solutions), so it's as good a time as any to give a step-by-step guide on how to set it up.

  1. Become a user of Intuit Merchant Services, if you aren't already: http://payments.intuit.com/apply-now/.  Heads-up: you'll need the "Shopping Cart" feature turned on, which might run you $9.95/mo extra.
  2. In Method, go to Customize > My Account.
  3. Click view / edit... beside Payment Gateways.

    Method Payment Gateways

  4. Click Add New Payment Gateway.
  5. Choose Intuit Merchant Services from the dropdown.
  6. You might want to change the Payment Gateway Name from "Credit Card" to something like "VISA / MasterCard" if these are the cards you accept. Customers will see this in the portal.
  7. The fields Default Payment Method, Default AR Account, Default Deposit To Account are required.  When a customer makes a payment it will automatically flow into QuickBooks and use the values you setup.  Tip: Have two A/R accounts?  There's no harm in having more than one Payment Gateway.
  8. For the Connection Ticket, click the Click here to get a Connection Ticket link.  This is the security token you'll get from Intuit that only Method will know and use.

    Choose Intuit Merchant Services

  9. Put in your Intuit user Login name and Password.  These you get from Intuit.  The Login name is usually your email address.

    Intuit Payment Solutions Login

  10. Click Log in.
  11. You might get this screen if you have multiple companies. Choose carefully as payments will be assigned to the company selected.

    Intuit Payment Solutions Multiple Companies

  12. For Login Security, choose No, and click Continue.

    Intuit Payment Solutions Security

  13. You'll get your Connection Ticket.  Copy this by highlighting all the text, right-clicking and choosing Copy.

    Intuit Payment Solutions Connection Ticket

  14. Return back to Method's payment gateway screen.
  15. Right-click in the Connection Ticket field and choose Paste.

    Method Integration QuickBooks Payment Integration

  16. Ensure everything else is filled out, and then click Add.
  17. Go ahead and run a test!  Create an invoice for yourself as a test customer, and pay it either through Customer Center > Receive Payments, or through the portal. 

Add a comment below and let us know how you are integrating payment solutions into Method.  Anyone done any custom screens for payment processing?

Paul 

 

Comments

 

SGilljp said:

Paul,

This won't prevent me from accepting credit cards directly in QuickBooks will it?

February 19, 2011 11:47 AM
 

Method_Danny said:

Steve,

This will not change any of your settings within QuickBooks.  It is just another way to process your credit cards charges.

February 20, 2011 12:34 PM
 

Sam Bussey said:

Can Method accommodate a customer who wants to pay by ACH check? It's cheaper for me as well.

July 10, 2011 9:02 PM
 

jshoff said:

This must not work in Canada.  I keep getting the run around from Canadian Intuit.  They suck at phone support.  Anyhow, can someone at Method please confirm that this is a USA only feature please?  AND, if so, can you update method to show this information to save other Canadians the hours of headache...

July 12, 2011 12:06 PM

About Method_Paul

While studying at Queen's School of Business in 1999, Paul founded Alocet Incorporated, developing 'QXpress', which later became the top rated field service scheduling add-on for QuickBooks. Alocet Incorporated later went on to create Method Integration - an innovative small business management platform that allows users to create their own web apps for QuickBooks.

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