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How to close your account with us? [Legacy Secure QuickBooks Plug-in]
Please contact us via email at CS@SecureQBPlugin.com and in subject line place "Close Account - Company Name & User ID" with your specific information. In the body of the email you can place your request for your account to be closed. There are no cancellation fees.
Where do I install Legacy Secure QuickBooks Plugin? [Legacy Secure QuickBooks Plug-in]
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Step 1 - Download QBFC13.exe & SECUREQBPLUGIN.EXE on each local desktop
Step 2 - Install QBFC13.exe then SECUREQBPLUGIN.EXE on each local desktop
Step 3 - Make sure your logged into QuickBooks as Admin user for the first time opening the plugin
Step 4 - Accept certificate to allow secure qb plugin access to your company file
Step 5 - Plugin will ask to put in your software credentials (this can be found in your welcome email from us), place the credentials into the applications settings and hit Test Connection to ensure everything is working correctly, click ok to save settings -
QuickBooks Installed on Local Desktop but QuickBooks Company File is located on server:
Step 1 - Download QBFC13.exe & SECUREQBPLUGIN.EXE on each desktop
Step 2 - Install QBFC13.exe then SECUREQBPLUGIN.EXE on each desktop
Step 3 - Make sure your logged into QuickBooks as Admin user for the first time opening the plugin
Step 4 - Accept certificate to allow secure qb plugin access to your company file
Step 5 - Plugin will ask to put in your software credentials (this can be found in your welcome email from us), place the credentials into the applications settings and hit Test Connection to ensure everything is working correctly, click ok to save settings - QuickBooks Installed on server:
Step 1 - Download QBFC13.exe & SECUREQBPLUGIN.EXE on your server as admin user of your server
Step 2 - Install QBFC13.exe then SECUREQBPLUGIN.EXE on server
Step 3 - Make sure your logged into QuickBooks as Admin user for the first time opening the plugin
Step 4 - Accept certificate to allow secure qb plugin access to your company file
Step 5 - Plugin will ask to put in your software credentials (this can be found in your welcome email from us), place the credentials into the applications settings and hit Test Connection to ensure everything is working correctly, before clicking ok to save settings please follow step 6
Step 6 - Click on Performance Settings Tab then check the box label Server Installation, this will allow the plugin to be opened from any remote desktop user in your server from the same installation
Invoice is not showing up in Single Payments? [Legacy Secure QuickBooks Plug-in]
If you just created the invoice in QuickBooks but have had our Single Payments screen already open with the Customer:Job selected, then please hit the blue refresh button to the right of the Customer:Job.
If the invoice is still not showing up, then the next thing to do is to exit out of Single Payments Screen and select Application Settings.
Select the Search Options tab than where it says Search for Invoices created, change the value to greater than what is selected. So if the value is set to "this month" than change the value to a greater search option that will be in the range of when your invoice was created. Once the value is changed than click the "OK" button to save settings and proceed back to Single Payments.
If the invoice is still not showing up, then the next thing to do is to exit out of Single Payments Screen and select Application Settings.
Select the Search Options tab than where it says Search for Invoices created, change the value to greater than what is selected. So if the value is set to "this month" than change the value to a greater search option that will be in the range of when your invoice was created. Once the value is changed than click the "OK" button to save settings and proceed back to Single Payments.
How to turn off auto email transaction receipts? [Legacy Secure QuickBooks Plug-in]
There are two ways of doing this task.
1. In AVS Tab you can clear the email field before submitting your transaction, this will process the transaction without the email present in which your customer will not receive the transaction email.
Note: If this is a saved payment method in our system, then you would need to empty the email field and then update the payment method in our system. By updating the payment method in our system than we will no longer have the email field saved to send while processing transactions going forward.
2. Turn off email receipts in your gateway. This can be done in many ways depending on the gateway your using. Most of the time you can find this feature located in the settings options in your gateway. (Soon to come, list of gateways and how to turn off email receipts per gateway)
1. In AVS Tab you can clear the email field before submitting your transaction, this will process the transaction without the email present in which your customer will not receive the transaction email.
Note: If this is a saved payment method in our system, then you would need to empty the email field and then update the payment method in our system. By updating the payment method in our system than we will no longer have the email field saved to send while processing transactions going forward.
2. Turn off email receipts in your gateway. This can be done in many ways depending on the gateway your using. Most of the time you can find this feature located in the settings options in your gateway. (Soon to come, list of gateways and how to turn off email receipts per gateway)
There is no disk in drive. Please insert a disk into drive [Drive Letter] [Legacy Secure QuickBooks Plug-in]
This issue has come up a few times and seems to be specific computer related but effects our software. Below are some steps to resolve this issue quickly due to this error message can be annoying if not resolved.
Note: We sugguest you have a computer tech complete the task below so there is no harm done to your computer.
1. Search your computer for Disk Management program. Each version of windows is different if you can't find the Disk Management program please search google for How to find Disk Management on [your windows version]
2. Right click the drive letter that was shown in the error and click change drive lettter. Change to another letter and restart our softare.
Now the annoying message is gone.
Note: We sugguest you have a computer tech complete the task below so there is no harm done to your computer.
1. Search your computer for Disk Management program. Each version of windows is different if you can't find the Disk Management program please search google for How to find Disk Management on [your windows version]
2. Right click the drive letter that was shown in the error and click change drive lettter. Change to another letter and restart our softare.
Now the annoying message is gone.
After approved transaction you received an error message? [Legacy Secure QuickBooks Plug-in]
Note: This item has been fixed in R2.3.2, please update to latest version of Secure QB Plugin going forward
If you can't update at this time then proceed through the workaround listed below.
1. Close out the error message that was presented after transaction. Also note that the transaction does in fact go through but because of the error stop the posting to QuickBooks. You will have to manually update that invoice as paid.
2. Once invoice is posted as paid, go back into our plugin and hit application settings. Next is to click on Plug-in Options Tab and un-check the box for Auto generate receipt. This feature will turn off the pop up for the receipt after transactions have gone through in which will stop the error from triggering in our software.
If you need to view or print the receipt then open up Reports, find the transaction you are looking for then right click. Click on the option to Print receipt.
If you can't update at this time then proceed through the workaround listed below.
1. Close out the error message that was presented after transaction. Also note that the transaction does in fact go through but because of the error stop the posting to QuickBooks. You will have to manually update that invoice as paid.
2. Once invoice is posted as paid, go back into our plugin and hit application settings. Next is to click on Plug-in Options Tab and un-check the box for Auto generate receipt. This feature will turn off the pop up for the receipt after transactions have gone through in which will stop the error from triggering in our software.
If you need to view or print the receipt then open up Reports, find the transaction you are looking for then right click. Click on the option to Print receipt.
Does an error message comes up after clicking Add New Credit Card? [Legacy Secure QuickBooks Plug-in]
Note: This item has been fixed in R2.3.2, please update to latest version of Secure QB Plugin going forward
If you can't update at this time then proceed through the workaround listed below.
1. Go back into QuickBooks and double click that specific Customer:Job from your Customer Center. This will pull up the customers information, now enter in that customers billing information in QuickBooks and save the new information.
Go back into our plugin and select the Customer:Job again and hit Add New. The error message will go away and will allow you to begin saving the payment method into our system without any issues going forward for that Customer:Job.
If you can't update at this time then proceed through the workaround listed below.
1. Go back into QuickBooks and double click that specific Customer:Job from your Customer Center. This will pull up the customers information, now enter in that customers billing information in QuickBooks and save the new information.
Go back into our plugin and select the Customer:Job again and hit Add New. The error message will go away and will allow you to begin saving the payment method into our system without any issues going forward for that Customer:Job.
How to return/void a transaction? [Legacy Secure QuickBooks Plug-in]
First select the transaction you want to return/void, then right click and hit the second options labeled "Return/Void transaction". This will bring up a dialog box stating that you will have to create an credit memo for this transaction. This step can be skipped but we recommend to update your QuickBooks side with any transactions preformed in our plugin.
After creating the credit memo, click back onto the plugin and click "Yes" to you have completed the credit memo. Next is to hit the "Process Return/Void" button. Once completed you will receive a message of either the return/void couldn't be made at this time (failed/declined) or return/void was successful.
After creating the credit memo, click back onto the plugin and click "Yes" to you have completed the credit memo. Next is to hit the "Process Return/Void" button. Once completed you will receive a message of either the return/void couldn't be made at this time (failed/declined) or return/void was successful.
I've received a message saying the software is already open? [Legacy Secure QuickBooks Plug-in]
If installed on a server and you are receiving a message stating that the software is already opened than you will need to open up the application settings.
Once Application settings are open, select the Performance Settings Tab. Next is to check the "Server Installation" check box and hit the green "OK" button to save the new settings. (This will allow the plugin to be opened by any user in your server that has access to the plugin)
Once Application settings are open, select the Performance Settings Tab. Next is to check the "Server Installation" check box and hit the green "OK" button to save the new settings. (This will allow the plugin to be opened by any user in your server that has access to the plugin)