The following will describe how to upgrade your Salesforce.com instance from the 1.0.x version of the Credit Card Processor to the latest 2.0.1 version.

Difficulty: Normal
Time: 30 Min
Requirements: Salesforce.com Administrator and QuickBooks Merchant Service Administrator

• Remove all fields from your page layout that start with "Old_"
• Navigate to the home screen and Click on the link entitled "Create Connection Ticket".
• Enter your merchant service information which will then present you with a list of current connection tickets or present you with the connection ticket itself.  If the list appears click on create a new connection ticket.
• Copy this connection ticket and paste it directly into default picklist value under the "Pervasive Connection" field with the payment object.      (Setup > Create > Objects > Payment > Pervasive Connection).  Please make sure the this is selected as the default value.
• Remove the Related lists of Opportunity and Cases from the payment detail layout if visible.
• Remove the "Make Payment" button from the Opportunity page layout
• Ensure that the Payment related list is visible on the Opportunity Layout and that the new button is available.   (Setup > Customize > Opportunities > Page Layouts > Opportunity Layout > Edit > (Double Click Payments Related List after placing it within the Related List section) > Enable New under Standard Buttons)
• Modify the Payment Field History Tracking and enable Transaction Code, Transaction Type, and Status  (Setup > Create > Objects > Payment > Set History Tracking) Remove Demo Mode Checkbox from the Payment Detail Page Layout

 Just upgraded (I am actually using version 1.24r, which apparently is newer than 2.02?  I received an install ink from your support team -- the version name is 1.24r and version number is 1.2).  When I try to process a payment I receive the message "There was an error with the Connection Ticket verification System. Please try again later.Your connection ticket has expired or is invalid. Please generate a new one."

I believe this is because the box for "demo mode" is enabled in the payment record.  If I uncheck the box, it works.  However, I am unable to set this to disabled by default -- when I attempt to edit this setting in the config I cannot change it to disabled, as the object is managed.

Would appreciate your help!

-Ben

 sorry about the confusion.  The latest version should actually say 2.5 and is located here: 

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t70000000gmyJ

There was a naming problem with 1.24r, should have been 2.24r.  The 2.5 release has the demo  mode defaulted to off.

Thanks - I will try that.

If you haven't already, you may want to update the install package on AppExchange.  I checked yesterday and it has version 2.2.

That fixed it - thanks! 

One other problem that I've had for some time -- when I void/refund a payment, I get the following error, even though the payment was actually voiding according to the QBMS merchant center:

Message There was an error with the Merchant Services System. Please try again later. Error: null