Quick Install Guide

Prerequisites – Windows 8, 8.1, 10 (or newer) running QuickBooks Desktop Financial 2010 – Current

Verosa account Company ID, Store Key, and User ID.

1. The installation files can be downloaded at https://www.verosa.com/financial.html - You will need to download and install QBFC13 and PT Install.
2. Install QBFC13 by running the exe file (usually found in the Downloads folder).
3. Click the ‘Next’ button in the installation wizard and continue through the install process.
4. Install Payment Terminal by running the exe file.
5. Click the ‘Next’ button in the installation wizard and continue through the install process.
6. Once you reach the License Terms screen, you will be required to scroll to the bottom of the End User License Agreement, check the “I accept the terms of this agreement” checkbox, click “Next” and then “Install”.
7. Once the install is complete, click the ‘Close’ button to finalize the installation.
8. Launch QuickBooks - Using the admin account, login to your QuickBooks company file that you wish to link to Payment Terminal.
9. Launch Payment Terminal (either from the desktop icon or start menu.
10. Select “Yes, whenever this QuickBooks file is open” and click “Continue…” in the QuickBooks – Application Certificate.
11. Click “Done” on the Access Confirmation screen.
12. In Payment Terminal fill out the Display Name, Company ID, Store Key, and User ID.
13. Select the appropriate country from the drop-down.
14. Check the default checkbox if this is the default account.
15. Click “Test”, then “OK” on the Connection successful Click “Save” before moving to the next step. If the test fails you will need to verify that the Company ID, Store Key, and User ID are correct.
16. Navigate to the “Posting Options” screen from the settings menu.
17. Set your Deposit to Accounts (Undeposited Funds is commonly used).
18. Set the AR Account (Accounts Receivable is commonly used).
19. Click “Save” to save your settings before navigating to another page.
20. Payment Terminal is now configured and ready to use (The QuickBooks admin account is no longer required to use Payment Terminal).

Payment Terminal will need to be installed on any computer that needs to be able to process payments or email invoices. If a server is used to host the QuickBooks company file but users do not actively login to the server to use QuickBooks, Payment Terminal will not be required to be installed on the server.

However, if user’s login to the server to use QuickBooks, Payment Terminal will need to be installed on the server. Follow the same installation process above, but you will be required to configure the software for server compatibility. To do this go to Settings>Performance in Payment Terminal and check the “Server Installation” checkbox, then click “SAVE”.