FAQs

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Specific questions/answers HERE to resolve any issues your facing in our software. If question is not listed or doesn't resolve your issue please let us know at CS@SecureQBPlugin.com

How to find your Account ID?

Once you have logged into your Converge account, you will see the Account ID located at the top left corner of the website.

How to find your User ID?

Once you have logged into your Converge account, you will see the User ID located at the top left corner of the website.

How to find you PIN?

To access the User menu options, click User

Click on Change PIN

Change PIN Length to 6 then click on Change PIN. Under PIN will be your specific PIN for that specific User ID.

How to check if HTTPS Transaction is Enabled?

To access the Terminal menu options, click Terminal

Click on Terminal again

At the very bottom of the Terminal Options you will see Transaction Entry Options.

If this is Enabled you will see the text "Enable HTTPS Transaction" as shown in the image below.

How to check if Tokenization is Enabled?

To access the Terminal menu options, click Terminal

Click on Terminal again

At the very bottom of the Terminal Options you will see Tokenization.

If this is Enabled you will see the text "Enable Tokenization" as shown in the image below.

How to find your API Login ID?

This can be found in your Account Settings

To access the Account menu options, click Account.

Then we need to access API Login ID and Transaction Key under the Security Settings, click API Login ID and Transaction Key.

In the middle of the page you will see your API Login ID as shown below.

How to find you Transaction Key?

This can be found in your Account Settings

To access the Account menu options, click Account.

Then we need to access API Login ID and Transaction Key under the Security Settings, click API Login ID and Transaction Key.

In the middle of the page you will see your API Login ID as shown below.

How to turn off Password-Required Mode?

This can be found in your Account Settings

To access the Account menu options, click Account.

Then we need to access Password-Required Mode under the Security Settings, click Password-Required Mode.

Un-check the box that states "Require Password for ALL Transactions", then hit Submit.

How to turn on Customer Information Manager?

This can be found in two places, the left side menu under Tools on the home page or by pressing the Customer Information Manager ( CIM ) button on the home page.

To access the Customer Information Manager to check if this is on or off, click Customer Information Manager.

If this doesn't look like the following below, please follow the nessecary steps to turn on Customer Information Manager in your account.

Reminder: This service is free in Authorize.net.

How to find your Source Key?

This can be found in your Settings

To access the Settings menu options, click Settings.

Then we need to access Source Keys, click Source Keys.

Now we ask to add a new source key for our software by clicking Add Source.

Keep Allowed Commands all checked to avoid any issues in our software with your processing account. Than add a name for this source key. Example: Secure QB Plug-In. Than add a pin and click Apply.

Once apply has completed you will see the generated key which is your source key.

How to find your PIN?

This can be found in your Settings

To access the Settings menu options, click Settings.

Then we need to access Source Keys, click Source Keys.

Since we have already created an source key, now all we have to do is click on the source key you just created.

Next is to grab your PIN you created when creating the source key.

Enabled Customers and Billing feature?

This can be found on the main menu called "Customers"

To access the Customers, click Customers.

Once on Customers page and the page states "Feature Not Available" follow the instructions below, if not and you can see the customers page than you are good to go with this feature.

Your current service level does not include the feature "Customers and billing". Please contact customer service to upgrade your service to include this feature.

How to find your M ID?

This is your 12 Digit Merchant Identifcation (Virtual Terminal ID) Number

Same as the login Virtual Terminal ID as shown below.

How to find your M Key?

This is your 12 Digit Merchant Key

This information is submitted to you via email upon creating your merchant account.

As shown below.

How to XML Web Services?

This can be found in your Account Settings

To access the Account Settings menu options, hover over Configuration and select Account Settings.

Then make sure the check box for XML Web Services is checked as shown below.

How to find your Username?

This is the same username that you use to login to your Linked2Pay account.

How to find your Web Service Access Key?

This can be found in your User Info

To access the User Info, hover over your name on the upper right corner than click User Info on the list.

Next we need to make sure to enable Web Service is checked. This can be done by scrolling down to where it says Advanced Settings. Click to open the settings so this information is viewable. Once opened under Web Service Settings make sure the Enable Web Service is check as shown below.

Once Enable Web Service has been checked go ahead and click the Generate Web Service Access Key button as shown below.

How to find your Virtual Terminal Template Name?

This can be found by clicking Virtual Terminal on the left side panel, as shown below.

Second is to grab the name of your Saved Terminal listed in the drop down as shown below. This has to be exactly how the name is presented in the drop down. For example if there was spaces like Test 001 than you would grab all with the spaces.

Why does the Software use Tokenization?
Tokenization protects card data when it’s in use and at rest. It converts or replaces cardholder data with a unique token ID to be used for subsequent transactions. This eliminates the possibility of having card data stolen because it no longer exists within your environment. Tokens can be used in card not present environments such as e-commerce or mail order/telephone order (MOTO), or in conjunction with encryption in card present environments. Tokens can reside on your POS/PMS or within your e-commerce infrastructure (at rest) and can be used to make adjustments, add new charges, make reservations, perform recurring transactions, or perform other transactions (in use).
How do I register for the Secure QB Plug-In?
Go to the Registration Page and fill out the information needed to set up your account. If you do not know the Sales Code to use please either contact us or contact your sales agent for this information. If your having issues finding your gateway credentials needed please choose your gateway listed above to find out more detials.
What are the minimum system requirements?
  • OS: Microsoft Windows 7 / 8.1 / 10
  • Processor: 2.4 Ghz Processor minimum
  • Memory: 4GB RAM minimum, 8GB RAM Recommended
  • QuickBooks Recommended Server Requirements:
    • 0-5 Users: 8GB RAM
    • 10+ Users: 12GB RAM
    • 15+ Users: 16GB RAM
    • 20+ Users: 20+GB RAM
  • Internet access is required
  • Hard Drive: 50 GB of disk space (additional space required for data files)
  • .NET Framework 4.5.1+
How to close your account?
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.
How do I change my account information?
To change account information please contact us via phone at 661-772-7584 or via email at CS@SecureQBPlugin.com.
What version of QuickBooks does Secure QB Plug-In work with?
The Plug-In currently supports the following:

QuickBooks® (US versions) 2010 to current.
QuickBooks Pro
QuickBooks Premier
QuickBooks Enterprise
QuickBooks Accountant versions

The Plugin may work with older versions of QB software however we are not actively supporting them at this time.
Which Operating System(s) does Secure QB Plug-In work with?

Supported Operating Systems (OS):

Windows 7
Windows 8.1
Windows 10

Supported Server Operating Systems (OS):

Windows Server 2008 R2
Windows Server 2012
Windows Server 2012 R2
Windows Server 2016

What versions of QuickBooks are supported with what version of Microsoft Windows?
The following are Microsoft supported versions with QuickBooks:

QuickBooks 2018 on Win 8.1 & Win 10
QuickBooks 2017 on Win 8.1 & Win 10
QuickBooks 2016 on Win 8.1 & Win 10
QuickBooks 2015 on Windows Vista, Win 7, Win 8.1, & Win 10
QuickBooks 2014 on Windows Vista, Win 7, & Win 8.1
QuickBooks 2013 on Windows Vista, Win 7, & Win 8.1
QuickBooks 2012 on Windows Vista, Win 7, & Win 8.1
QuickBooks 2011 on Windows Vista, Win 7, & Win 8.1
QuickBooks 2010 on Windows Vista, Win 7, & Win 8.1
QuickBooks 2008 & 2009 on Windows Vista

Note: Highlighted in red is not supported by Secure QB Plug-In
Do I need to back-up my QuickBooks Company Files before I installing the Plug-In?
This Plug-In does not touch any of the QuickBooks file(s) or registry file(s) for your QuickBooks software. It pushes and pulls information back and forth through a secure session. It is always good common practice to back-up your QuickBooks Company Files prior to any installation or updates to QuickBooks or Plugins which interact with it.

Back-ups should be in 2 locations: Hard Drive and another location: CD, USB, Network Backup Drive, external Backup Drive, etc.

It is also good common practice for QuickBooks to not have your Company Files in the QuickBooks directory or in a common folder like “My Documents” or “Desktop”