In this tutioral, we will cover how to setup your payment settings in your WidenPay account such as merchand account and payment information.
Let us begin !
1. 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]
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 Company" [refer to fig 1.2].
[fig 1.2]
5. Select "Payment Settings" on the menu, the first thing that you will need todo is setup your payment gateway [refer to fig 1.4]. .
Note : If you are currently using one of the following as your Merchant Account ;
Chase Paymentech, Elavon, First Data Global Payments, Royal Bank of Canada (RBC), Scotiabank, Desjardins, Moneris, Canadian Credit Unions , TSYS and Toronto Dominion (TD)
Bambora will now enable you to connect your previous account as a Terminal Account to Bambora’s gateway.
6. Select your payment gateway from the drop down List box [refer to fig 1.4].
[fig 1.4]
7. Select the transactions types (credit card and/or EFT) [refer to fig 1.5 step-3].
8. Next you will select yout currency. WidenPay supports both Canadian and United States currencies [refer to fig 1.5 step 4]. You have the option to use one or the other or both.
Note :
If you select the option CAD and USD you will be required to enter merchant account information for both.
[fig 1.5]
9. Upon selecting your payment gateway, you will need to add the following information
[refer to fig 1.5 step-5]: depending on the gateway you have selected, the fields below will varie.
Merchant ID Payment provider authentication
Payment Gateway API access passcode : Configuration key that will allow you to upload a file containing a list of your transactions
Reporting API access passcode : The Batch Report API allows you to query the status of your batches of bank-to-bank (EFT/ACH) transactions and the status of the individual transactions within those batches.
Batch File Upload API: access passcode Configuration key that will allow you to upload a file containing a list of your transactions.
Profile API access passcode: Secure Payment Profile service allows merchants to create secure payment profiles
Account used for EFT : Payment Account that will be used to record bill payment in QuickBooks ( ex; Chequing )
Choose the matching payment method of the credit card : The payment method that will be used to record the credit card payment that occurs in Widenpay in QuickBooks (Credit Card, cash, ...)
Choose the matching deposit account of the credit card : The deposit account that will be used to record the credit card payment that occurs in Widenpay in QuickBooks (Undeposited Funds, ...)
Choose the matching payment method of the direct deposit : The payment method that will be used to record the direct deposit/EFT payment that occurs in Widenpay in QuickBooks (Direct Deposit, EFT, ...).
Choose the matching deposit account of the direct deposit : The deposit account that will be used to record the direct deposit/EFT payment that occurs in Widenpay in QuickBooks (Undeposited Funds, ...)
10. Click on Save button,