How to Set Up Your WidenPay Advanced Settings

In this tutorial, we will guide you through configuring your advanced settings  

Let’s begin!

If you prefer learning through video, you can skip this tutorial and watch our online video “How to Configure WidenPay,” which covers the complete setup of the product.

Let’s begin!

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

[fig 1.0]

3. You will be redirected to the QuickBooks login screen. Sign into your QuickBooks account as usual. You can use your Gmail account or another account by entering your Email or User ID and Password. Once completed, click on the "Sign in" button [see fig 1.1].

[fig 1.1]

Note: the following:

You may be asked if you want  WidenPay to use information from your profile When you select Allow, Intuit will allow WidenPay to access your information, including your profile information, your email, your phone number, and your address.If this is your first time accessing your WidenPay account, you may be asked to connect to QuickBooks.

Please refer to the article: How to connect or reconnect to my Quickbook account 

[fig 1.2]

5. On the Advanced Settings screen, you can add the follwing options [see fig 1.3].

5. Select the configurations desired.