How to setup your WidenPay Account Settings

How to setup your WidenPay Account Settings





In this tutorial, we will cover how to setup your account settings in your WidenPay account such as profile information and preferred language.  

If you are more into learning from watching a video, then you can skip this tutorial and view our online video on How to configure WidenPay  that covers the full setting up of the product.

Let us begin !

1. If you already have an account, open your internet browser and browse to the WidenPay website at : https://widenpay.com/

2. On the login screen click on the "Sign in with Intuit" [refer to fig 1.0].

[fig 1.0]


3. You will be redirected to the QuickBooks login screen. Sign into your QuickBooks account like you normally do. You can either use your Gmail account or any other  account by entering your Email or User ID and Password. Once done, click on the "Sign in" button [refer to fig 1.1].

[fig 1.1]



Note : If this is your first time that you access your WidenPay account,  you may be asked to connect to your QuickBook .
Please refer to :

4. Once you are logged in, on the top right corner of the menu bar, click on the drop-down menu next to your name. Select the option "Edit Profile" [refer to fig 3.1] or from the main menu bar click on "Account Settings " this will bring you to the Edit Profile screen [refer to fig 1.2]. 



[fig 1.2]

5. Under the Account Settings section, enter the following information [refer to fig 1.3 ]
  • Family Name

  • Given Name

  • Phone number

  • Preferred language

Note; The Email Address is auto populated when the account credentials where created.



[fig 1.3]


Click on the the    Company Settings   button to proceed to the Company Settings.  You can also click on the tab "Company Settings"  tab under the main menu  [refer to fig 1.3 ].

   


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