Help Desk

1. From the Home Screen > Click on EzCustomer

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2. One the lower left side, Click on the New/Import Profile Button

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3. Select the CIM Record that you want to associate with your QuickBooks customer.  Here you can Add New Authorize.Net CIM Record or Import an Existing CIM Profile ID.  To verify if you have entered the correct one, click on the Lookup Profile Button

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4. Add or Select an Existing QuickBooks Customer you want to sync with the Autorize.Net CIM Profile I.D.  You can use the drop down menu to select current customers in your QuickBooks Company File

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5. Click on the 'Add Record' button to complete