Connecting Marketing 360® Payments to QuickBooks Online
If you'd like to take advantage of all the benefits of Marketing 360® Payments, but you'd also like to use QuickBooks Online to manage your bookkeeping tasks, you can integrate the two in the Accounting Integrations settings in the Payments app.
Simply authenticate with your existing QuickBooks Online account and we do the rest by populating all your transactions on a daily basis to your QuickBooks Online account.
If you'd like to sync up your existing transactions in the Payments app as well, select Automatically populate all of my previous transactions from Payments to QuickBooks Online during the connection process, and the Payments app will automatically sync past and future transactions to your QuickBooks Online account.
Before You Get Started
Unlike many of the great features in Marketing 360®, this feature is a paid upgrade available at $35/month. Before you can connect to QuickBooks Online, reach out to our Payments team by calling (855) 462-3343 or clicking here to schedule an online meeting to have them enable the feature for you. Once enabled, follow the steps below and say goodbye to manually keeping track of your customers' purchases and save time on your accounting and bookkeeping!
Connecting Marketing 360® Payments to QuickBooks Online
Once QuickBooks Online is enabled in your Payments account, the connection process takes just seconds.
- Navigate to Payments app and select Settings from the page menu.
- Select Accounting Integrations from the left-hand menu.
- If you'd like to sync past transactions as well as future ones, select the option to Automatically populate all of my previous transactions from Payments to QuickBooks Online.
- Click the green Connect to QuickBooks button.
- You will be redirected to log in with your QuickBooks online account.
- Click the Connect button to finalize your connection.
Once you have connected, you will be all set! You will be redirected to the Accounting Integrations page.
Viewing Your Payments in QuickBooks Online
Once you've connected the Payments app to QuickBooks Online, you'll begin to see your new transactions displayed here on the Sales page:
Disconnecting Your QuickBooks Online Account
If ay any time you need to disconnect your account, you can return to this page and select Disconnect from QuickBooks.
Frequently asked questions
Using a third-party credit card processor?
If the client plans on continuing to use their existing credit card processor, this integration will NOT be available. You MUST be using Marketing 360 Payments.
Sync from Quickbooks to CRM? CRM to Quickbooks?
If a client is using Quickbooks for invoicing, important to note that data WILL NOT sync from Quickbooks back to our CRM and vice versa. Clients can of course manually export/import.
Is Customer Data passed along with this integration?
No customer data (customer name, order number, etc.) is passed from Marketing 360 Payments to Quickbooks via our integration.
Do tax amounts collected sync back to Quickbooks? (Particularly for E-Comm)
Not at this time. Only the net dollar amount of the transaction is posted. Clients can, however, account for taxes by manually adding a journal entry into Quickbooks.
Have additional questions? Reach out to our Payments team by calling (855) 462-3343 or clicking here to schedule an online meeting.
Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.
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