What goes to QuickBooks?

Users go to QuickBooks as customers, invoices as sales invoices with their lines and tax, and succeeded transactions as QuickBooks payments in the deposit account that you map. Cancelled and deleted invoices are voided, and a deleted user becomes an inactive customer.

Can payments that I receive in QuickBooks come back to Paymenter?

Yes. Add the webhook URL from the Settings page to your Intuit app and turn on the option. A payment that you receive in QuickBooks is then recorded on the Paymenter invoice. A daily check also finds the payments that a webhook missed.

Will the QuickBooks totals match my Paymenter totals?

Yes. The extension uses the amounts that Paymenter calculates. Turn off "Automatically apply credits" in QuickBooks, so that QuickBooks does not move a payment to a different invoice. The Repair payment links tool corrects the payments that it moved before.

Do I need the Paymenter cron?

Yes. Changes are sent right after the admin or the customer saves them, but retries, the token renewal and the daily check need the Paymenter scheduler. The dashboard shows a warning when the scheduler does not run.

Who can change the settings?

Only staff with the "Manage QuickBooks Sync" permission can open the QuickBooks pages and actions.

Paymenter 1.5 or later with its cron, HTTPS, a QuickBooks Online company and a free app from developer.intuit.com.

QuickBooks Sync for Paymenter

Your Paymenter billing and your QuickBooks Online books show the same numbers, with no exports and no double entry. Customers, invoices and payments go to QuickBooks as they happen, and the payments you receive in QuickBooks can come back to Paymenter.

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Stop typing your invoices into QuickBooks

Each customer, invoice and payment arrives in QuickBooks Online on its own, with the correct item, tax and deposit account.

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Books that stay up to date on their own

QuickBooks Sync dashboard in the Paymenter admin panel

Customers, invoices and payments

New and changed users become QuickBooks customers, with no duplicates. Each invoice goes to QuickBooks with its lines and tax, and line changes update it. Cancelled and deleted invoices are voided, and deleted transactions remove the QuickBooks payment.

Reports on your dashboard

The dashboard shows the QuickBooks income and net income of the month and your receivables by age, next to the queue state and your monthly API use.

Payments made in QuickBooks come back

Turn on the Intuit webhook, and a payment that you receive in QuickBooks is recorded on the Paymenter invoice. A daily check finds the payments that a webhook missed. The extension never sends these payments back to QuickBooks.

A queue that never loses a change

Changes are sent right after they are saved, and the Paymenter scheduler runs the retries, the token renewal and the daily check. A Repair payment links tool corrects payments that QuickBooks moved to a different invoice.