QuickBooks for Mac 2014 User’s Guide 258
you sign up over the phone, you will be emailed a link where you can create your username and
password.
5 Once you have your username and password, log in to your Merchant Services account and create a
connection ticket. Enter this ticket on the bottom of the Merchant Service preference window and
click Save. If you need to recreate your connection ticket (such as if your Merchant Service account
changes), then click Create Ticket. You will be taken to your Merchant Service account where you can
create a new ticket.
6 Close the Preferences window.
After you've set your Merchant Services preferences, you're ready to start accepting your customer's cards for
payment.
• When you create a sales receipt or record an invoice payment, you can process your customer's credit or debit
card. You'll be prompted to enter the customer's card number and information.
• You can also save a customer's card information when you edit a customer. Once it's saved, you can just select
it when you create a sales receipt or enter a payment.
My Company preferences
My Company preferences set basic and very important information about your company such as your company's
name and when your fiscal year starts.
1 Choose QuickBooks > Preferences.
2 On the Preferences pane, select My Company.
3 Set the preferences described below.
4 Close the Preferences pane.
• Company Name. The name of your company. (Note: The company name does not have to be the same as the
filename for your company data.)
• Address. The address for your company as you want it to appear on invoices, checks, and other forms. You can
also enter different addresses for Shipping (appears on purchase orders) and Legal (appears on 1099/1096).
• Country. The country for your company's address.
• Federal ID. The ID you use when filing your company's federal taxes.
• Phone Number, Fax Number, Website, Email address. Additional contact information for your company.
• Reporting Info. QuickBooks uses your fiscal year to set the date range for certain reports and graphs. For
example, if your fiscal year begins on July 1st, the beginning date for reports based on your fiscal year is July
1st. (Note: You can change the date range for any individual report or graph when you create it.)
To Next Page
Loading...