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Creating a Merchant Account

Before you can process a credit card payment, you must set up a merchant account to work with Brass Jacks Bookkeeper. To set up a merchant account, you must have opened the Brass Jacks Bookkeeper company file with an unrestricted password. For more information, see Managing Passwords and Permissions.

Note: Make sure that you’re connected to the Internet before starting the Merchant Account application process.

To set up a merchant account:

1. Choose Company > Setup Merchant Account, or click Company Options in the Company section of the task bar.
2. In the Company Information dialog box, if needed, click the Merchant Account tab.
3. On the Merchant Account tab, click the Click here to apply for a merchant account link.
4. Follow the on-screen instructions to complete your initial Merchant Account application.
   After your initial Merchant Account application is approved, you will receive an email message from the merchant services partner asking for more detailed information for the application.
5. Click the link in the email message to go to a secure site for verifying your information, entering additional information about your account, and accepting the terms of the agreement.

The Merchant Account application is an agreement between you and the Merchant Services company. Brass Jacks Bookkeeper provides the link in the Company Information dialog box to help you through this process.