Choose to Auto Sync or manually upload transactions into your QuickBooks Online Account.Log in to your QuickBooks Account (if prompted).Log into Stax and select APPS from the main toolbar.Follow these steps below once logged into Stax. QuickBooks Online Integration is only supported inside of Stax. Our spreadsheet export feature will allow you export the transactions and can be used with software such as Transaction Importer Pro and Verosa to import data exactly as needed into Quickbooks Desktop or Online editions. **Do not use the Sales Receipt Sync with this method or you will create duplicate payments.Īlternative Method: Transaction Export and Import If QuickBooks cannot match, then you can manually match. QuickBooks will attempt to auto-match the deposit with the outstanding invoice. Use our website payments as a link that can be included in the memo of every invoice you send out. Note: Customer sync is coming soon! While we don't recommend using QuickBooks invoicing, if you are required to for any reason, we have a website payments feature which will prevent you from having to re-create the invoice. **When the deposit appears in QuickBooks, you should mark it as a "Transfer" type to prevent duplicate revenue recognition. Once setup, transactions created in Stax Pay will automatically download as sales receipts nightly into QuickBooks to a " Stax Customer" (they can also be set to push manually). We also have an app that will publish those individual sales to a generic customer record on a configurable account in QuickBooks Online. Processing fees will come as separate transactions. Deposits will appear as gross amounts without fees removed and can simply be recognized as Income through your bank integration. Send invoices to your customers or key in payments through our Stax Pay Platform. The primary way QuickBooks users integrate with us is through our gross deposit feature which does not require a software integration. Through our gross deposits, online invoicing, website payments, and payment processing, we provide a variety of ways for QuickBooks users to use our tools alongside their accounting systems. Stax by Fattmerchant welcomes QuickBooks users and understands that while we aren't a replacement for QuickBooks as an accounting software, the Stax Pay Platform is a complete payment and billing solution. For information on our QuickBooks Online Pro Sync, follow this link! The following information is regarding our QuickBooks Online Lite Sync.
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