Microsoft KB Archive/943563

= Frequently asked questions about the credit card processing service in Accounting Professional 2007, in Accounting Express 2007, and in Microsoft Office Small Business Accounting 2006 =

Article ID: 943563

Article Last Modified on 10/25/2007

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APPLIES TO


 * Microsoft Office Accounting Express 2007
 * Microsoft Office Accounting Professional 2007
 * Microsoft Office Small Business Accounting 2006

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INTRODUCTION
This article contains answers to frequently asked questions about the credit card processing service in Microsoft Office Accounting Professional 2007, in Microsoft Office Accounting Express 2007, and in Microsoft Office Small Business Accounting 2006.



MORE INFORMATION
Q1: How do I sign up for the credit card processing service?

A1: To sign up for the credit card processing service, follow these steps.

Note You must have a valid e-mail address and a Windows Live ID.
 * 1) Start Accounting Professional 2007, Accounting Express 2007, or Microsoft Office Small Business Accounting 2006.
 * 2) On the Customers menu, point to Credit Card Processing, and then click Sign up for Credit Card Processing.
 * 3) Click Sign up now, and then follow the directions in the wizard.

Q2: How do I process a credit card payment?

A2: To process a credit card payment, follow these steps.

Note If you already have an invoice that you created for a customer, go to step 3.  On the Customers menu, point to New, and then click New Invoice. Specify all the appropriate information, and then click Save and Close. On the Customers menu, click Receive Payment. In the Received from field, click the customer. In the Amount box, type the amount that you received from the customer. In the Due for payment area, click to select the check box for the invoice that you created in step 2.

Note You can click to select multiple invoices for the same customer. In the Payment method field, click Credit Card or CreditCard.</li> Specify all the appropriate information, and then click Save and Close.</li> In the Windows Live ID window, type the e-mail address and the password that you used to sign up for the credit card processing service, and then click Sign in.</li> In the Payment Services window, click Swipe. Or, enter the credit card information.

Note Only MagTek Mini Magnetic Card Swipe readers are supported for the &quot;card swipe&quot; function. For more information about MagTek Mini Magnetic Card Swipe readers, visit the following Web site:

http://www.magtek.com/products/card_readers/magstripe.asp

Microsoft provides third-party contact information to help you find technical support. This contact information may change without notice. Microsoft does not guarantee the accuracy of this third-party contact information.</li> To process the credit card, click Next.</li> When the credit card is approved, click Next.

Note If you click Cancel during the transaction process or if authorization fails, Accounting Professional 2007, Accounting Express 2007, or Microsoft Office Small Business Accounting 2006 still records the payment. Additionally, the payment is applied to the invoice. However, the customer's credit card will not be charged. Therefore, you have to manually void the payment. For information about how to void a payment, see question 4.</li> Click Print Receipt, and then click Close.</li></ol>

Q3: How do I process a credit card refund?

A3: To process a credit card refund, follow these steps:
 * 1) On the Customers menu, click Customer Refund.
 * 2) In the Payment method field, click Credit Card.
 * 3) Specify all the appropriate information, and then click Issue Payment.
 * 4) In the Windows Live ID window, type the e-mail address and the password that you used to sign up for the credit card processing service, and then click Sign in.

Notes
 * 1) * If PayPal is the merchant provider, a Select Refund Transaction window appears. In the Select Refund Transaction window, click the transaction against which you want to issue a refund. The amount of this transaction must be more than or equal to the amount of the refund.
 * 2) * If Chase is the merchant provider, go to step 6.
 * 3) In the Select Refund Transaction window, click Refund, and then click Next.

Note If PayPal is the merchant provider, go to step 7.
 * 1) In the Payment Services window, click Swipe. Or, enter the credit card information.
 * 2) When the credit card is approved, click Next.

Note If you click Cancel during the transaction process or if authorization fails, Accounting Professional 2007, Accounting Express 2007, or Microsoft Office Small Business Accounting 2006 still records the refund. Additionally, the credit is applied to the invoice. However, you have to manually void the credit in Accounting Professional 2007, in Accounting Express 2007, or in Microsoft Office Small Business Accounting 2006.
 * 1) Click Print Receipt, and then click Close.

Q4: How do I void a payment?

A4: To void a payment, follow these steps:
 * 1) On the Customers menu, point to Customer Lists, and then click Received Payments.
 * 2) Right-click the customer payment that you want to void, and then click Void.
 * 3) Click Yes.

Note When you void a received payment, the charge against the customer's credit card is not canceled. For information about how to refund a charge against a customer's credit card, see question 3.

Q5: How do I reprint a credit card receipt?

A5: To reprint a credit card receipt after you close the credit card processing window, apply filters to locate the transaction on a credit card report. Then, print this report, and use it as the reprinted receipt. For information about how to apply filters, see question 8.

Q6: How do I add users to the credit card processing service?

A6: To add users to the credit card processing service, follow these steps:
 * 1) On the Customers menu, point to Credit Card Processing, and then click Manage Credit Card Processing.
 * 2) In the Windows Live window, enter the Windows Live ID and the password that you used to sign up for the credit card processing service, and then click Sign in.
 * 3) Click the Manage user tab, and then click Add New user.
 * 4) In the First name box, type the user's first name.
 * 5) In the Last name box, type the user's last name.
 * 6) Click to select the Active check box, and then click a user role.
 * 7) Enter a six-digit personal identification number (PIN), and then click Save.

Note A user can perform tasks that are based on the role that you assign to the user. The following tasks can be performed in the respective roles:
 * A user to whom you assign the administrator role can perform all tasks.
 * A user to whom you assign the user role can process only payments and refunds.
 * A user to whom you assign the user role in a Limited User Account can process only payments.

Q7: How do I log on as a new user?

A7: To log on as a new user, follow these steps:
 * 1) On the Customers menu, point to Credit Card Processing, and then click Manage Credit Card Processing.
 * 2) On the Sign up page, click Sign up next to I want to add myself as an additional user to my company's Payment Services account.
 * 3) In the Windows Live ID window, type the e-mail address and the password that you used to sign up for the credit card processing service, and then click Sign in.
 * 4) Type the PIN that you created, and then click Finish.

Q8: How do I view credit card reports?

A8: To view credit card reports, follow these steps:
 * 1) On the Customers menu, point to Credit Card Processing, and then click Manage Credit Card Processing.
 * 2) Click Create reports.
 * 3) Specify the filter options, and then click Display report.
 * 4) To download the report, click Download. Or, to print the report, click Print.

Q9: How do I pay a credit card statement?

A9: To pay a credit card statement, use one of the following methods:
 * Write a check. To do this, follow these steps:
 * On the Banking menu, click Write Checks.
 * In the Bank Account field, click the account from which you want to write the check.
 * In the Pay to field, click the bank or the financial institution that sent you the credit card statement.
 * In the Amount box, type the check amount.
 * In the Item and expenses area, enter the total payment amount on one line.
 * In the Name column, click the account from which you generally make payments.
 * Click Save and Close.
 * Pay a vendor bill. To do this, follow these steps:
 * On the Vendors menu, click Enter Bills.
 * In the Vendor name field, click the bank or the financial institution that sent you the credit card statement.

Note If you add a new bank or a new financial institution, click Add a new Vendor.
 * In the Item and expenses area, enter the total payment amount on one line.
 * In the Name column, click the account from which you usually make payments.
 * On the Vendors menu, click Pay Bills.
 * In the Pay from field, click the account from which you usually make payments.

Q10: How do I cancel the credit card processing service?

A10: To cancel a credit card processing service that uses a merchant provider, contact the merchant provider. To cancel a credit card processing service for Accounting Professional 2007, for Accounting Express 2007, or for Microsoft Office Small Business Accounting 2006, visit the following Microsoft Web site, and then sign in to your Windows Live ID account:

https://login.live.com

After you sign in, click Billing, click Payment Services for Microsoft Office Accounting under Your services, and then click How do I cancel this service.

Q11: What is the maximum transaction amount for PayPal payment services?

A11: PayPal payment services can process a maximum of $10,000 per transaction. We recommend that you contact PayPal payment services to receive the most current information.

Q12: What is the maximum transaction amount for Chase Paymentech?

A12: Chase Paymentech can process a maximum of $99,999 per transaction. We recommend that you contact Chase Paymentech to receive the most current information.

Q13: How do I receive a confirmation code after I sign up for the Chase Paymentech credit card processing service?

A13: You will receive the confirmation code in an e-mail within three business days. If you do not receive the e-mail within three business days and if Chase Paymentech has confirmed that an account has been established, contact Microsoft Customer Support Services. To do this, visit the following Microsoft Web site:

http://support.microsoft.com/contactus/?ws=support

Q14: Can I associate my existing Chase Paymentech credit card processing service or my existing PayPal credit card processing service with Accounting Professional 2007, with Accounting Express 2007, or with Microsoft Office Small Business Accounting 2006?

A14: No. You must sign up for a new account that uses the respective provider in Accounting Professional 2007, in Accounting Express 2007, or in Microsoft Office Small Business Accounting 2006.

Q15: Must each user have a Windows Live ID to use the credit card processing service?

A15: Yes.

Q16: Where can I find my billing information?

A16: To view your billing information, visit the following Microsoft Web site, sign in to your Windows Live ID account, and then click Billing:

https://login.live.com

Q17: What is a Windows Live ID, and where can I sign up for it?

A17: A Windows Live ID is a unified login service that lets users log on to multiple Web sites by using one account. If you have an existing e-mail address, you can sign up for a Windows Live ID. To do this, visit the following Microsoft Web site, and then click Sign up for an account:

https://login.live.com

Q18: What type of card swipe can I use?

A18: Only MagTek Mini Magnetic Card Swipe readers are supported for the &quot;card swipe&quot; function. For more information about MagTek Mini Magnetic Card Swipe readers, visit the following Web site:

http://www.magtek.com/products/card_readers/magstripe.asp

Microsoft provides third-party contact information to help you find technical support. This contact information may change without notice. Microsoft does not guarantee the accuracy of this third-party contact information.

Q19: Can I use a payment processor other than Chase Paymentech or PayPal Payment Services?

A19: Yes. When you use Accounting Professional 2007, Accounting Express 2007, or Microsoft Office Small Business Accounting 2006 to sign up for the credit card processing service, click Using an existing merchant account.

Q20: What is a Merchant ID?

A20: A Merchant ID is a unique number that identifies your company. Your merchant provider can give you a Merchant ID.

Q21: When I restore from a backup, will my credit card processing service still be associated with my company?

A21: Yes.

'''Q22: I signed up for the credit card processing service in Accounting Professional 2007, in Accounting Express 2007, or in Microsoft Office Small Business Accounting 2006, but my company has been lost. Can I associate my existing credit card processing service with a new company?'''

A22: Yes.

Q23: Can I have one credit card processing service for multiple companies?

A23: No.

Q24: Are the customer's credit card account numbers stored on my computer?

A24: No.

Q25: How do I know if I am using the credit card processing service on a secure Web site?

A25: If a Web site is secure, a lock icon appears on the status bar of the browser.

'''Q26: When I log on, I receive a message that states that the page cannot be displayed. How can I resolve this problem?'''

A26: To resolve this problem, verify that you are connected to the Internet, and then follow these steps:
 * 1) Click Start, click Run, type inetcpl.cpl, and then click OK.
 * 2) Click Delete.
 * 3) Click Delete History, and then click Delete Cookies.

Q27: Can I process credit card transactions on a client computer in a multiuser environment?

A27: Yes.

Q28: Can I use a browser other than Windows Internet Explorer when I use the credit card processing service?

A28: We recommend that you use Windows Internet Explorer because it has been fully tested with Accounting Professional 2007, with Accounting Express 2007, and with Microsoft Office Small Business Accounting 2006.

The third-party products that this article discusses are manufactured by companies that are independent of Microsoft. Microsoft makes no warranty, implied or otherwise, about the performance or reliability of these products.

Additional query words: MOA

Keywords: kbinfo kbmbsmigrate kbexpertiseinter kbexpertisebeginner KB943563

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