1. To begin, navigate to your company's specific Dazos CRM instance or use your designated login link.
2. Once logged in, click on "Settings," typically found in the main navigation or dashboard.
Settings"
3. Within the Settings menu, select "CRM Settings." This will direct you to the administrative configurations specific to your CRM.
4. Click on "Integration." This section manages various external system connections within your CRM.
5. Within the Integration section, click on "Payment Gateway Settings." This is where you'll manage your payment processing configurations.
6. Click on "QBMS" to select QuickBooks Merchant Services as your payment gateway.
7. Click on the "QBMS Company Name" field.
8. Type "Your Company Name" into the field. This is the designated name for your QBMS company profile.
9. Finally, click "Authentication." This step will typically lead you to a page where you'll input your QBMS credentials to complete the integration.
