In Pinnacle Cart 3.7.10 and above, by default the cart comes installed with Pinnacle Cart's own App Id and App login for Quickbooks Merchant Services (QBMS). If you are a private label reseller you may want to create your own App ID and App login to preserve branding. Part 1 of this article explains the steps you need to take to create the App ID and Login, Part 2 of this article explains how to include your App ID and App Login into the package for deployment to cleints. Part 3 shows the steps that the client would take to generate a connection ticket, which is the merchant specific piece of info needed in order to setup QBMS.
Part 1:
Register your App with Intuit Developers Network. Intuit, which is the parent company of Quickbooks, requires the payment gateway you are setting up to be registered as an application. There is no coding required and you aren't building anything as Pinnacle Cart has done this for you, though you do have to follow a very specific set of instructions to register your payment gateway and connect it to your merchant services account.
- Go to http://appreg.intuit.com/ (Note this site works best in Internet Explorer.)
- Click the 'Join Now' link as shown below:
- This will create an account on (IDN Intuit Developer Network) which will be a separate account that will link to the QuickBooks Merchant Services account. You will want to fill out the required fields, and make sure to check the box for Quickbooks Merchant Services and then click the 'Individual Registration' or 'Company Registration' button as shown below:
- Once you are registered you will receive an email that will
have an activation link to generate your new password. Once logging in, you will see a page similar to the one below:
- Click on the 'Add' button to create a new AppId and AppLogin.
- The following form will show up. You will want to fill in all of your information:
Note the radio buttons; for 'Environment' if you are wanting to “TEST” the gateway make sure your selecting IDN, or if you want to go live with it, select production.
'Application Type' is where you select your Security model, you will want to select the Desktop option as shown in the above screenshot.
Make sure that you have access to the email address you are providing.
- After adding a new AppId and AppLogin you should receive a verification code via email, which you will want to enter on screen to verify the new App.
- The next screen should be a completion page that shows that you
have successfully registered the QBMS application. Click Finish. You should then be taken back to the home screen of IDN and
there you will see your application listed.
- You will need to make note of the AppID and AppLogin values, as you will need these later on.
Part 2:
You download and unpack the most recent Private Label package from your account at account.pinnaclecart.com. Once unpacked, edit the following file:
/content/engine/engine_label.php
You will need to add in your App Login and App ID between the single quotes on lines 9 and 10, as shown in the above example. Use the App Login and App ID that was created in Part 1 and then save the file. Make sure to include this newly edited file as part of the package used when installing the cart. This will insure that when the client sets up QBMS in Pinnacle Cart Admin your App ID and App Login are already pre-populating the fields.
Part 3 (done by the client):
Create a connection ticket.
- You will then need to replace the AppID (highlighted in the URL below) with your AppID which was created in the previous step.
https://merchantaccount.quickbooks.com/j/sdkconnection?sessionEnabled=false&appid=app_id
for example: https://merchantaccount.quickbooks.com/j/sdkconnection?sessionEnabled=false&appid=207221371
- You will want to browse to that URL, which will take you to your Quick Books Merchant account as seen below:
- Now login using your regular QuickBooks Merchant Services account information and after doing so you should see a screen similar to the one shown below:
- Click the “Create New Connection” Button
Now you should be a page similar to the one shown below. Your connection ticket will be displayed:
- Keep this window open in your browser.
- Open up a new tab and login to the admin area of Pinnacle Cart
- Go to Cart Settings -> Payment Methods and
check the radio button for 'Accept credit cards and / or other processing
methods'. Select Quick Books Merchant Services from the list and click 'Configure Gateway'. This will take you to the configuration page as shown below:
- You will need to provide the AppLogin, AppID and Connection Ticket as outlined above. Now you can log out of the the window where you received your connection ticket string.
***Please Note: The default 'URL To Gateway' is the production url, so in order to make tests requests you will need to get the test gateway url from Intuit.
