How To Sync Your Transactions with Business Payments

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How To Sync Your Transactions with Business Payments


Overview:

1. Manual sync
2. Autosync
3. Rollback syncs
4. Archive and Unarchive transactions
5. Check Sync Details
6. Preview

There are 2 ways of syncing transactions with your QuickBooks account: manual and automatic.

Manual sync

  • Import old transactions (the time range of how far back you can go is unlimited).
  • Find them under Transactions
  • Select transactions (our filter is available to filter out the ones you need to sync) or mark all the transactions on the page and then click “Select all transactions on all pages” to Synс all the transactions
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We advise to use this option when you are beginning to sync with Business Payments to make sure that everything looks exactly as you would like it to look like in QuickBooks Online.

Please note that you can always rollback any transaction without causing any damage to your QuickBooks company and completely taking away the synced data, but it will not reinstate the amount of transactions left to sync.

Another tip from us – you can freely go to the next page after having the boxes checked on the first page. The boxes will be kept checked.

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(the result in your QuickBooks after synchronizing the transaction using Business Payments)

4

Autosync

Enable auto-sync in your General settings:

Sync Transactions

If enabled, transactions coming in after you have enabled the auto-sync configuration will reflect your QuickBooks Company automatically without your confirmation.
NB!: transactions that have been manually imported into the app will not be auto-synced.

Rollback Function

If you need to undo the syncing, you can easily and quickly Rollback any Sync. Rollback erases transaction from your QuickBooks, causing no damage to your QuickBooks data.
To rollback several transactions, use the checkbox under Syncs History as pictured

Rollback function
Archive/Unarchive Function

In order to prevent mess in transaction list, you can use Archive feature.

Archive/Unarchive Function

Archived transactions are presented in a separate list. Mark corresponding checkbox to see them.

Archive/Unarchive Function

In order to sync archived records, please add transactions again to the Transactions list. To do so mark the needed ones and click Unarchive button.

Archive/Unarchive Function
Preview

Click Preview option in the drop down to see how the transaction will look on your QUickBooks end after synchronization.

Results
Check Sync Details

In order to check details of the synchronization and see what was created in your QuickBooks by the app, please click the green Synced status (1) or select Show Sync Info in the drop down (2).

Check Sync Details
  1. You will be able to open initial transaction from your Stripe/PayPal/Square using Txn ID link.
  2. “Show in QB” links will open entity created on your QuickBooks end.
Check Sync Details
Do you have any questions? We would love to hear from you. Contact us via our in-app chat to start a conversation or send an email to the address specified in the footer of this page.
anton.bondar

This entry has 2 replies

  1. Ali Aghaei says:

    LET US SEE HOW THIS GOES.

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