SecureQB Cloud QuickBooks® Desktop Integration


Resources
Introduction
- Welcome
- Downloads
- Glossary

- QuickBooks Online - QBO
Payments
- Credit / Debit Cards
- ACH
- FedNow Instant Payments
- PayPal Payments
- RTP® Real-Time Payments
Payment Gateways
- Authorize.net
- CardX
- CorPay - NvoicePay
- Elavon - Converge
- FIS - WorldPay
- MasterCard Track® BPS
- MasterCard® - BPX
- Plug'n Pay

QuickBooks® Desktop User

Account Settings


Click on Account Settings and drop-down to additional screens.

Account Information

Complete the Account Information form. You can modify the information at any time.

User Information

Save the Administrator information first. Complete the information form with Private Credentials - as your Username. Then add, if the Administrator desires, Manager, User and Customer Permissions information. You can modify the information at any time.

Manage Users

Administrator manage Users and apply Actions.

Manage Gateways

SecureQB Cloud allows any Gateway that integrates with our API. We list our current Payment Gateways on the left-side of this page. We allow ACH and Credit Card Gateways. No extra fees.

Email Settings

Coming Soon Fantastic here!!!

Billing Information

The Billing information is our in-house use. SecureQB Cloud does not require Banking Underwriting as will you have with Credit Card and ACH merchant account. No paperwork! All information is complete online as with your Signature.

Software Settings

The Software Settings is One-of-the-Best Benefits! SecureQB Cloud completes a lot of matching through QuickBooks accounting information, real-time! SecureQB Cloud will automatically update information to your Company QuickBooks files and also update SecureQB Cloud via your QuickBooks Company. You don't have to "Open" your QuickBooks Company to use SecureQB Cloud. Additionally, working through SecureQB Cloud can be a Mobile device or other not at your office!

SecureQB Cloud connects into your Payment Gateway two areas. 1) SecureQB Cloud saves and records the "Flow" of financial data by Transaction-by-Transaction!!! 2) Save record and financial data from Payment Gateway the "Response File"!!!

Your Financial Institution with QuickBooks® via Direct Connect Transfer deposit account and OFX and FDX files show a Batch or Daily Deposit. This information is only 2nd Best information!

SecureQB Cloud give you the Best transaction detail information, real-time, with matching error-proof through QuickBooks.

Dashboard

Credit Card Transactions

When you log in SecureQB Cloud, 24/7 by either office or home server or mobile device and from the Administrator or Users and see a number of Credit Card Transactions. SecureQB Cloud will fetch sale transactions automatically, real-time, after your after complete the Account Information information.

SecureQB Cloud will "spoon-feed" from your E-commerce shopping cart and digital Invoicing and other "Pay-Buttons" you request for payments by your Customers.

Click on either the Credit Card Transactions or $ Dollar amount for the Deposit Amount to "Record Payment Transactions to QuickBooks".

ACH Transactions

When you log in SecureQB Cloud, 24/7 by either office or home server or mobile device and from the Administrator or Users and see a number of ACH. SecureQB Cloud will fetch sale transactions automatically, real-time, after your after complete the Account Information information.

SecureQB Cloud will "spoon-feed" from your E-commerce shopping cart and digital Invoicing and other "Pay-Buttons" you request for payments by your Customers.

Click on either the ACH or $ Dollar amount for the Deposit Amount to "Record Payment Transactions to QuickBooks".

Customer List QuickBooks

SecureQB Cloud downloads your QuickBooks Company of the complete Customer List, real-time! You receive this data for any Digital Device.

Receive Payment From Customer

Receive Payment From Customer will match transactional payments for each Customer from the QuickBooks Customer List. We also TYPE (CC) or (ACH) payment processing for Credit Cards, Debit Cards and ACH.

Clicking on Receive Payment From Customer will see the next screen in SecureQB Cloud.

Reduce your transactional Payment fees. SecureQB Cloud will compile the Invoices outstanding for the Customer and Pay the total amount in the next screen "Record Payment Transactions to QuickBooks".

On my, it's also one the Best-of-Benefits, updating QuickBooks Customer information without "Opening QuickBooks". SecureQB Cloud allow Users to update the Processing Details section and Billing Details section "on the fly" to updated information into your QuickBooks Company.

SecureQB Cloud will, real-time, Email to the Customer for the completed transaction, if you desire.

We match integrating, via "Accrual Accounting" by creating "Invoices" for each "Customer" listing in QuickBooks, and scroll-down in the "Select a Customer". SecureQB Cloud automatically, real-time, all Customers in QuickBooks.

When you select, drop-down, each transaction as either a "Sales" (in Cash Basis) or "Select a Customer" (in Accrual):

Cash Basis (see Cash T-Account Journal Entry)
SecureQB Cloud defaults the "Sales" as a "Credit" via "Cash Basis" into your QuickBooks Company "Revenue Account" on your "Income Statement" chose you in "Account Settings" and by default, real-time, transaction will "Debit" to "Undeposited Funds" .
If you allow to the drop-down default of "Sales" of all the current transactions will automatically recorded into your QuickBooks Company.
Say, if you'd rather not the default "Sales" instead has recorded by a Customer, then go to your QuickBooks Company - Customer Center and created the Customer. Now, refresh SecureQB Cloud. You will see the NEW Customer in the drop-down Customer List. Match the transaction with the Customer.
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically match, real-time, in your Company in QuickBooks.
Additionally, we automatically, real-time, to your choice in your "Bank Account", as a "Debit", on your QuickBooks Company Balance Sheet.

Accrual Basis (see Accrual T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Pay via the Invoice SecureQB Cloud payment, by default, it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time
Finally, clicking "Pay" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically match, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Hybrid Basis (see Hybrid T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Pay via the Invoice or Sales, (by default), SecureQB Cloud payment it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time
Finally, clicking "Pay" SecureQB Cloud will match "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Receive Payments From Customers

Receive Payments From Customers will match transactional payments for each Customer from the QuickBooks Customer List. We also TYPE (CC) or (ACH) payment processing for Credit Cards, Debit Cards and ACH.

Clicking on Receive Payments From Customers will see the next screen in SecureQB Cloud.

SecureQB Cloud will compile the Invoices outstanding for the Customers and Pay the total amount in the next screen, Record Payment Transactions to QuickBooks".

On my, it's also one the Best-of-Benefits, "FILTERING" QuickBooks Customers information without "Opening QuickBooks". SecureQB Cloud allow Users to filter Invoicing by, Invoice Date, Customer Type, Job Type, Invoice Terms, Class and Payment Method the Processing Details section and Billing Details section "on the fly" to updated information into your QuickBooks Company.

We match integrating, via "Accrual Accounting" by creating "Invoices" for each "Customer" listing in QuickBooks, and scroll-down in the "Select a Customer". SecureQB Cloud automatically, real-time, all Customers in QuickBooks.

Accrual Basis (see Accrual T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Pay via the Invoice SecureQB Cloud payment, by default, it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Pay" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically match, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Record Payment Transactions to QuickBooks

Record Payments From Customers will match transactional payments for each Customer as either from the QuickBooks Customer List. We also TYPE (CC) or (ACH) payment processing for Credit Cards, Debit Cards and ACH.

Clicking on Receive Payments From Customers will see the next screen in SecureQB Cloud.
SecureQB Cloud works for Cash, Accrual and Hybrid accounting systems. We also TYPE (CC) or (ACH) payment processing for Credit Cards, Debit Cards and ACH.

In the drop-down selection, we default the "Sales" as a "Credit" via "Cash Basis" into your QuickBooks Company Revenue Account you chose in "Account Settings".

We match integrating, via "Accrual Accounting" by creating "Invoices" for each "Customer" listing in QuickBooks, and scroll-down in the "Customer Job". SecureQB Cloud automatically, real-time, all Customers in QuickBooks.

When you select, drop-down, each transaction as either a "Sales" (in Cash Basis) or "Customer Job" (in Accrual):

Cash Basis (see Cash T-Account Journal Entry)
SecureQB Cloud defaults the "Sales" as a "Credit" via "Cash Basis" into your QuickBooks Company "Revenue Account" on your "Income Statement" chose you in "Account Settings" and by default, real-time, transaction will "Debit" to "Undeposited Funds" .
If you allow to the drop-down default of "Sales" of all the current transactions will automatically recorded into your QuickBooks Company.
Say, if you'd rather not the default "Sales" instead has recorded by a Customer, then go to your QuickBooks Company and created the Customer. Now, refresh SecureQB Cloud. You will see the NEW Customer in the drop-down Customer List. Match the transaction with the Customer.
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically match, real-time, in your Company in QuickBooks.
Additionally, we automatically, real-time, to your choice in your "Bank Account", as a "Debit", on your QuickBooks Company Balance Sheet.

Accrual Basis (see Accrual T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Recording the Customer Job via the Invoice SecureQB Cloud payment, by default, it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically match, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Hybrid Basis (see Hybrid T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Recording the Customer Job via the Invoice or Sales, (by default), SecureQB Cloud payment it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will match "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically, real-time, to your choice in your "Bank Account" on your Balance Sheet.

QB Payments

Receive Payment from Customer Name

Reduce your transactional Payment fees. SecureQB Cloud will compile the Invoices outstanding for the Customer and Pay the total amount in the next screen "Record Payment Transactions to QuickBooks".

On my, it's also one the Best-of-Benefits, updating QuickBooks Customer information without "Opening QuickBooks". SecureQB Cloud allow Users to update the Processing Details section and Billing Details section "on the fly" to updated information into your QuickBooks Company.

SecureQB Cloud will, real-time, Email to the Customer for the completed transaction, if you desire.

We match integrating, via "Accrual Accounting" by creating "Invoices" for each "Customer" listing in QuickBooks, and scroll-down in the "Select a Customer". SecureQB Cloud automatically, real-time, all Customers in QuickBooks.

When you select, drop-down, each transaction as either a "Sales" (in Cash Basis) or "Select a Customer" (in Accrual):

Cash Basis (see Cash T-Account Journal Entry)
SecureQB Cloud defaults the "Sales" as a "Credit" via "Cash Basis" into your QuickBooks Company "Revenue Account" on your "Income Statement" chose you in "Account Settings" and by default, real-time, transaction will "Debit" to "Undeposited Funds" .
If you allow to the drop-down default of "Sales" of all the current transactions will automatically recorded into your QuickBooks Company.
Say, if you'd rather not the default "Sales" instead has recorded by a Customer, then go to your QuickBooks Company and created the Customer. Now, refresh SecureQB Cloud. You will see the NEW Customer in the drop-down Customer List. Match the transaction with the Customer.
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically match, real-time, in your Company in QuickBooks.
Additionally, we automatically, real-time, to your choice in your "Bank Account", as a "Debit", on your QuickBooks Company Balance Sheet.

Accrual Basis (see Accrual T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Pay via the Invoice SecureQB Cloud payment, by default, it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Pay" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically match, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Hybrid Basis (see Hybrid T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Pay via the Invoice or Sales, (by default), SecureQB Cloud payment it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time
Finally, clicking "Pay" SecureQB Cloud will match "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Receive Payments from Customers

SecureQB Cloud will compile the Invoices outstanding for the Customers and Pay the total amount in the next screen, Record Payment Transactions to QuickBooks".

On my, it's also one the Best-of-Benefits, "FILTERING" QuickBooks Customers information without "Opening QuickBooks". SecureQB Cloud allow Users to filter Invoicing by, Invoice Date, Customer Type, Job Type, Invoice Terms, Class and Payment Method the Processing Details section and Billing Details section "on the fly" to updated information into your QuickBooks Company.

We match integrating, via "Accrual Accounting" by creating "Invoices" for each "Customer" listing in QuickBooks, and scroll-down in the "Select a Customer". SecureQB Cloud automatically, real-time, all Customers in QuickBooks.

Accrual Basis (see Accrual T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Pay via the Invoice SecureQB Cloud payment, by default, it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Pay" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically match, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Record Payment Transactions to QuickBooks

SecureQB Cloud works for Cash, Accrual and Hybrid accounting systems. We also TYPE (CC) or (ACH) payment processing for Credit Cards, Debit Cards and ACH.

In the drop-down selection, we default the "Sales" as a "Credit" via "Cash Basis" into your QuickBooks Company Revenue Account you chose in "Account Settings".

We match integrating, via "Accrual Accounting" by creating "Invoices" for each "Customer" listing in QuickBooks, and scroll-down in the "Customer Job". SecureQB Cloud automatically, real-time, all Customers in QuickBooks.

When you select, drop-down, each transaction as either a "Sales" (in Cash Basis) or "Customer Job" (in Accrual):

Cash Basis (see Cash T-Account Journal Entry)
SecureQB Cloud defaults the "Sales" as a "Credit" via "Cash Basis" into your QuickBooks Company "Revenue Account" on your "Income Statement" chose you in "Account Settings" and by default, real-time, transaction will "Debit" to "Undeposited Funds" .
If you allow to the drop-down default of "Sales" of all the current transactions will automatically recorded into your QuickBooks Company.
Say, if you'd rather not the default "Sales" instead has recorded by a Customer, then go to your QuickBooks Company and created the Customer. Now, refresh SecureQB Cloud. You will see the NEW Customer in the drop-down Customer List. Match the transaction with the Customer.
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically match, real-time, in your Company in QuickBooks.
Additionally, we automatically, real-time, to your choice in your "Bank Account", as a "Debit", on your QuickBooks Company Balance Sheet.

Accrual Basis (see Accrual T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Recording the Customer Job via the Invoice SecureQB Cloud payment, by default, it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically match, real-time, to your choice in your "Bank Account" on your Balance Sheet.

Hybrid Basis (see Hybrid T-Account Journal Entry)
In creating an "Invoice" for a "Customer Job", QuickBooks automatically a "Credit" in your choice of a "Revenue Account" on your "Income Statement" and a "Debit" in "Accounts Receivable" on your "Balance Sheet".
When Recording the Customer Job via the Invoice or Sales, (by default), SecureQB Cloud payment it will go to "Undeposited Funds" as a "Debit" and we automatically match "Credit" in "Accounts Receivable" in the "Balance Sheet", real-time!
Finally, clicking "Record Payments to your Company Datafile" SecureQB Cloud will match "Credit" to the "Undeposited Funds" for each transaction in this Batch automatically, real-time, in your Company in QuickBooks. Additionally, we automatically, real-time, to your choice in your "Bank Account" on your Balance Sheet.

QB Customers List

QB Customers List

SecureQB Cloud downloads your QuickBooks Company of the complete Customer List, real-time! You receive this data for any Digital Device.

QB Vendors List

QB Vendors List

Coming Soon !!

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