Accounting and Finance, Credit Card Processing

Verosa for QuickBooks Integration

by

April 15, 2019

No matter their size, merchants want the most economical way to process customer credit cards. Verosa, based in Vancouver, Washington, hosts a payment terminal specifically for QuickBooks®.

Businesses can take payments through the terminal and post them automatically to QuickBooks. Verosa’s payment terminals allow customers to swipe cards via most USB card readers.

The software is easy to use, and is designed for QuickBooks-using merchants seeking alternative processing avenues rather than have their credit card processing accounts with QuickBooks/Intuit. It’s unclear if Intuit has approved Verosa’s plugin officially. Verosa did not respond to calls and emails seeking clarification.

Be sure to check out our post on integrating with QuickBooks.


QuickBooks Compatibility

Verosa’s payment terminal software is compatible with desktop QuickBooks dating from 2009 to today. These include:

  • Pro
  • Premier
  • Enterprise
  • Accountant

The payment terminal software is also compatible with some forms of Microsoft Windows. For desktop operating systems, it is compatible with Windows 7, 8, 8.1 and 10. Windows XP is not supported, nor is Windows Vista. As for Windows Servers, the payment terminal software is compatible with 2008 SP3 or later, but not 2003 or earlier.

Keep in mind that Verosa cannot integrate into QuickBooks for Macs. The payment terminal only works via a Windows operating system emulator, such as Parallels, VMware by Fusion and Virtual PC for Mac.

Single and Multi-User QuickBooks

Verosa’s payment terminal works with single and multi-user QuickBooks. All that is required is installation of the payment terminal on every computer containing QuickBooks that are connecting to your company’s QuickBooks file.

Multiple QuickBooks Company Files

Connect the Verosa payment terminal to as many QuickBooks company files as you desire. There are some caveats, such as a limit of one QuickBooks file open at a time on a particular virtual PC or operating system. With every QuickBooks company file with which you connect, you must accept the QuickBooks certificate and load the payment terminal credentials. For every QuickBooks company file with which you do not want to connect, just click “no” when the certificate appears.

Payment Terminal Installation

Expect Verosa payment terminal installation to take about 15 minutes per workstation. Prior to installation, make sure you have a supported QuickBooks version, a server or workstation with a compatible operating system and a working internet connection at each workstation for software initialization.

You will also need integration credentials from your merchant services provider, and these are necessary for every merchant account you are connecting. Integration credentials includes the company ID, user ID and store key. You will require access to the QuickBooks Admin account for every company file you are using, but it is only needed for the initial integration launch. For single users, the only user is the Admin user. Make sure you have Windows Administrator permission on every workstation installed. Without such permission, you cannot install software or make modifications to the system. Your local IT provider can give you more information if you don’t know whether you have these permissions.

Starting the Installation

Close any QuickBooks product running on the computer. Download a copy of the QuickBooks File Connector (QBFC) and Payment Terminal Installer (PTI), both found on the Payment Terminal Setup Downloads page.  Open the downloaded QPFC executable and run the QFBC installer. You can skip this step if you are sure that QBFC is already installed on the computer. Once downloaded, the QBFC installer will let you know if it is already installed on the computer. You may need to reboot once installation is complete, but this all depends on the workstation. If the installer asks for a reboot, do so before moving forward.

Next, run the PTI, paying careful attention to the prompts. The PTI may want prerequisite software, such as .NET frameworks and updates. Reboot after installing this prerequisite software before continuing. Once rebooted, the payment terminal is installed, and will show up on the Desktop and Start Menu.

Configuring Your System

The next step is configuration, which is needed once for every workstation and for every company file. Start by opening your QuickBooks company file as the Admin user. There’s a chance the Admin has been renamed, but you can find by the word “Admin” next to their name under Users and Roles. Launch the payment terminal, and you should see QuickBooks displaying the QuickBooks Application Certificate. Click “yes, whenever this company file is open” button, and also click the “allow this application to access personal data” box at the bottom. You should now have the QuickBooks terminal plug-in configured for the payment terminal plug-in.  Repeat the process for every QuickBooks company file you add to the terminal. Once completed, you can start processing payments in just a few minutes.

Verosa Benefits

The software allows you to process payments from sales receipts or invoices in QuickBooks, connecting to as many company files as necessary. When the transaction succeeds, Verosa automatically marks it as paid. You can process multiple invoices with a single payment. With QuickBooks customer integration, it is possible to automatically apply customer address updates from the payment screen.

Customer Opinion

There aren’t many customer reviews of Verosa online, which may be due in part to businesses not being aware that Verosa is part of the equation. Some processors simply offer the Verosa plugin without explicitly detailing the service.

However, there are a few complaints that state the plugin is frequently down, making it difficult to use it seamlessly. If you’re considering a processor that offers a QuickBooks plugin, it doesn’t hurt to ask if it’s Verosa or another option.

Verosa Pricing

As with many things related to credit card processing, Verosa pricing can vary. However, you can expect to pay monthly to use Verosa. Plans start around $20/month for one QuickBooks account connected to one merchant ID. If you have more than one MID or QuickBooks account, you’ll need a separate subscription (with additional monthly fee) for that.

Monthly Charge
QuickBooks integration subscription (required)$20

Optional Add-Ons

Pay by email (up to $100 transactions)$10

Pay by email (unlimited transactions)$35
Authorize and settle later$5
EMV chip card integration$10
Gift cards$10
plus a 15 cent per-transaction fee.

Fees subject to change.

Optional features will cost extra. As noted in the table, those features include allowing customers to pay by email, implementing a system to authorize cards at one time and settle them later, accepting gift cards, and processing EMV chip card sales. Paying by email starts at $15/month (for up to 100 email payments per month) or $35/month for unlimited email payments. Authorizing a transaction to be settled later will cost you $5/month. EMV chip card integration starts at $10/month. Gift card programs cost $10/month plus 15 cents per gift card transaction.

Verosa itself offers a one-time setup and training option for $60.

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Jane Meggitt

BY Jane Meggitt

A graduate of New York University, Jane Meggitt is a former staff writer for a major New Jersey newspaper chain. Her work has appeared in dozens of publications, including LegalZoom, USA Today, Zack’s and The Motley Fool.

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