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 from 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 Settings. Select the Edit button at the top right and then 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).