Step 1: Create a virtual terminal if you do not already have one created.
Step 2: Log into your portal and obtain the web service access key. Select 'Settings' in the left-hand menu and then select 'Advanced Settings'. Under 'Advanced Settings' select the 'Enable Web Service' checkbox and 'Generate Web Service Access Key'.
Step 3: Navigate to 'Third Party Plugins' page in the settings. Select the 'Edit' button at the top right and then select to 'Request Plugin Credentials'. The 'Company ID', 'Store Key', and 'User ID' should be saved as these will be required in the plugin.
Step 4: An email will be received from the Secure QB Plugin. Further instructions on installation can be found in the 'Third Party Plugins' page (i.e. Quick-Start Guide).