Credit Card Charger – for CyberSource

CyberSource <---> QuickBooks

Installation Guide

1.    System Requirements

Please verify that your computer meets these system requirements

·         Windows XP service pack 2/ Windows Vista (Business or Ultimate)

·         QuickBooks US edition  2007/2008/2009 [Professional/Premier or Enterprise is installed].

·         30 MB or more available disk space

·         You have the Admin user login/password for your QuickBooks company file

2.    Information from your CyberSource account

You need to gather some information from your Account on CyberSource

 

2.1

User Name

·         This is the User name you use to login to your CyberSource Small Business Account

 

 

 

 

2.2

Transaction Security Key

·         Login to your CyberSource  Small Business Account

·         Click on Account Management à Transaction Security Keys à Security Keys for the SOAP Toolkit API

·         Click on Generate Key button to generate a new security Key

·         This will generate a long string of numbers and characters as shown below

 

·         Click on the Download button to save the security key to a text file on to your desktop.

·         REMEMBER the file name and location where you save the file on your computer. In most cases the default location will be your desktop and the file name will start with “CyberSourceKey_”

 

 

 

 

 

 

 

 

3.    Download and Install Credit Card Charger application

CLOSE QuickBooks application if it is open on your computer

 

First download the Credit Card Charger Prerequisites installer from

http://www.atandra.com/downloads/CCC_PreSetup.msi

 

Open the link and download software, save on your computer and remember the location. After the download completes, double-click on the file CCC_PreSetup.msi, This will guide you through the setup process.

 

Now download the Credit Card Charger application from

http://www.atandra.com/downloads/CreditCardCharger_cybs.exe

 

Open the link and download software, save on your computer and remember the location. After the download completes, double-click on the file CreditCardCharger_cybs.exe, This will guide you through the setup process.

 

You will be prompted to enter a license code. Please enter the license key issued to you via email.

 

You should see successful prompt as below, click OK.

 

You may see an error message “Error saving subscription to QuickBooks”, you can ignore this message and proceed. This means that the application was previously registered with QuickBooks.

 

Restart the computer.

 

4.    Credit Card Charger setup

4.1.   Once you have installed Credit Card charger, open your QuickBooks company file in SINGLE USER MODE and login as the Admin user. Single user mode and Admin login is needed for first time use with QuickBooks.

 

4.2.   You will be prompted to grant permissions to Credit Card Charger. Select “Yes,  whenever this QuickBooks company file is open”. Also, check “Allow this application to access personal information such as Social Security Numbers and credit card information”.

·         Credit Card Charger needs access to credit card numbers to charge customers. This information is directly submitted to the payment gateway through secure means, is not stored anywhere and is not shared with anyone.

                            

 

4.3.   Click on Start > All Programs > “Credit Card Charger” > CyberSource Settings

 

4.4.   You may be prompted to grant permissions to Credit Card Charger again. Select “Yes,  whenever this QuickBooks company file is open”. Click Continue and complete the confirmation by clicking “Done”.

4.5.   You will be asked to “Specify Gateway Settings”. Enter the login and transaction key you obtained from your CyberSource Small Business Account

 

Enter the user name for your CyberSource account [as noted in step 2.1] into the Login field in Credit Card Charger below.

 

Open the Text file saved to your desktop in step 2.2. Copy the contents of this file. Paste the contents into the Transaction Key field in Credit Card Charger Gateway settings screen below.

 

Note that the above two values must be entered in the settings screen below EXACTLY as it appears on CyberSource account. It is higly recommended to copy and paste the values to avoid common typing mistakes

 

Select your QuickBooks version from the drop down.

 

Click Save to Save your settings.

                             

            

 

 

4.6.   Turn on the “automatic pop-up charge on new sale” if you chose. When turned on, the system will prompt you to charge credit card each time you enter a new sale in QuickBooks (invoice or sales receipt).

4.7.   If “Enable detailed logging” is checked, the application will log detailed information about all charges submited to CyberSource. This can be unchecked if you do not want detailed logging.

 

5.    Configuring for Sales Import from CyberSource to QuickBooks

5.1.   Open QuickBooks company file and note/setup account/items needed for importing sales information from CyberSource. Please create and note the following information from your QuickBooks file.

 

No

Field Name

Value from QB

Description

5.1.1

Sales Receipt Deposit To Account

Undeposited Funds

Note the account name from QuickBooks where the Sales receipt money needs to be deposited. The default in Undeposited Funds, you can change to any other Bank account name from your QB file

5.1.2

Credit Memo A/R Account

Accounts Receivable

This is the AR account to use in QB for posting any credits. You can set to any account from QB of type “Accounts receivable”

5.1.3

Default Customer Name

Sales

This is the name of a default Customer from your QB file. Sales will be recorded against this default customer if Billing FirstName, Last Name is not available in download from CyberSource. This customer name MUST exist in QuickBooks.

5.1.4

Class Name

Online Sales Class

Create a Class in QuickBooks to track sales coming from CyberSource. Note the exact name of the class from QB here.

5.1.5

Item Name/Number

Online Sales Item

To post sales receipts in QuickBooks we need to specify the item or service sold. Order download from CyberSource does not contain the products sold information. Create an item of type Service or Non-Inventory in QuickBooks, e.g. “Online Sales Item”. This item name will be used to record sales receipts in QuickBooks.

5.1.6

Sales Tax Item Name

Online Sales Tax

Create an item in QuickBooks of Type “SalesTaxItem”. This item name will be used to record any tax amount charged. Note the type of this item in QuickBooks should be “SalesTaxItem”

 

5.2.   Now we need to enter the above settings in the Credit Card Charger application. Click Start > All Programs > Credit Card Charger > Order Download Report > Click on the Settings button. You will see the settings screen as below.

5.3.   Enter the values in the Order Download Settings form as per the table in 5.1.

5.4.   Customer Name Mapping : This defines how unique customer names should be created in QuickBooks for posting sales from CyberSource. The default is BillToLastName BillToFirstName BillToEmail. This means that the application will append the customers LastName, FirstName and Email to create a unique customer record in QuickBooks.

5.5.   Click on Save to save your settings.

 

 

You’re now ready to start downloading sales information from CyberSource and charge credit cards on CyberSource gateway from within QuickBooks. To learn more about what you can do, check out Credit Card Charger User Guide at http://atandra.com/library/docs/ccc/cybs/cc_charger_user_guide_cybs.pdf