1
Considering the Plug-in
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It’s incredibly easy to process transactions with your UBC Plug-in.
Simple as 1-2-3 !
3.2.
Process
1.Receive
Create
APPROVED!
Transaction
Payment
Payment
3
Features and Settings
4
Settings:
Requirements:
•Supported Versions of QuickBooks:
2004 QuickBooks Professional or Premier (Limited support
and may need QB SDK)
2005 Professional, Premier and Enterprise
2006 Professional, Premier and Enterprise
2007 Professional, Premier and Enterprise
2008 Professional, Premier and Enterprise
•Supported Platforms: Windows 2000 Service Pack 4,
and Windows XP and Windows Server 2003
• The following software is required to use HPS
QuickBooks Plug-in: Microsoft .NET Framework 1.1
Hardware Requirements:
Minimum Requirements:
Pentium 600MHz
256 MB RAM
200 MB Disk Space
Recommended Setup:
Pentium 1 GHZ
512 MB RAM
350 MB Disk Space
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Features:
Security:
• Certified for TCP/IP and SSL secure connectivity.
• Integrates with the security features of QuickBooks.
• United Bank Card Server along with the plug-in creates and supports local
encrypted database for historical transaction reports, card readers, PIN pads,
signature capture pad and check readers.
• All credit card data is PCI compliant.
• CVV2 and AVS (Address Verification Services)
• Password protection.
• UBC Client has been certified as VISA PABP compliance by a Visa PCI/CISP
qualified assessor.
UBC Plug-in
Data Encrypted
Bank receives
funds
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Features:
Supported Transaction Types
• All major credit cards:
•Options: (Sales, Returns, Voids, PreAuths, and Post-Auths.)
• Debit cards:
•Options: (Sales and Returns)
• EBT:
•Options: (Sale, Return, Cash Benefit
Sale, Balance Inquiry)
• Gift Cards:
•Options: (Redeem, Reload, Refund,
Activate, Deactivate,
Balance Inquiry, and Voids)
• Electronic check services:
•Verification Guarantee
•Conversion
•eCheck and ACH
•signature capture/receipt retrieval and
•check image capture and retrieval.
•Options: (Sale, Force, Void)
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Features:
Integration:
• Compatible with PCCharge INP /
XML file exchange and integration.
• Integrate to Microsoft RMS POS
Retail Management System
(optional)
• Additional Input Formats:
TCP/IP XMLPay
*SDKs are available upon request.
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Additional Features:
Additions:
•UBC QuickBooks Plug-in supports Store
and Forward for offline transactions.
• Supports the latest and newest customerfacing interactive PIN pads.
• Works out of the box as a stand-alone
product; scale up to serve multiple register
as a client-server solution.
• Supports all Windows printers and some
receipt printers. (If you are able to
successfully print from Windows, the plug-in
will support this printer.
• Internet Connections: (modem dial-up,
DSL, Cable/Modem, etc.) Along with
Internet Explorer v.6 or higher installed.
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Find out how it works
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UBC QuickBooks Plug-in is Fast, Easy, and Secure!
Getting Started:
There are only 3 things you will need prior to
using your plug-in:
1) Merchant account information
2) UBC Client
3) UBC QuickBooks Plug-in
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Client is a versatile solution that requires little to no work to implement!
UBC Client
Operates as an independent Windows Service making it invisible
and non-intrusive to the POS system. Once the UBC Client is
installed and configured through its UI, you will be ready to setup
your QuickBooks Plug-in.
How Client Operates with QuickBooks:
1. Data is entered
in QuickBooks.
2. Sent to UBC
Client Service
in Windows.
(Unseen to user)
3. QB Plug-in
populates data
in QuickBooks.
4. Data is
secured &
processed.
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The Checklist
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The Checklist:
So far you have:
 1. Gathered your merchant
account information.
 2. Setup & Configured Client.
3. Lastly you will need to setup the
UBC QuickBooks Plug-in.
The QuickBooks Plug-in setup is
easy! Once you open QuickBooks,
your plug-in can be configured in just
3 steps!
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UBC QuickBooks Plug-in is fast and easy to install!
UBC QuickBooks Plug-in:
Once you have installed & registered your plug-in, open up
QuickBooks to being your easy setup.
1. Accept the application
certificate to always allow
access to company file and
allow access to credit card
information.
2. Accept confirmation
3. Register Product
screen
Simple as 1-2-3 !
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Demonstration:
Below you will find a demonstration of the plug-in:
*
The
plug-in
exhibit
the same
behavior
when
saving
To test
the
plug-in,
firstwill
go under
“Customers”,
“UBC credit
QuickBooks
Plug-in”,
Next,
enter
the
customer
information
(including
card),
and and
clickand
choose “Process
Credit
Cards”.
processing
an
“Process”
invoice
or sales
receipt.
APPROVED!
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The End
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