Overview of using PayTraQer to seamlessly integrate your QuickBooks Online account with popular payment processors like Paypal, Stripe, or Square, Shopify, Amazon & eBay. Connecting PayTraQer with QuickBooks Online
Once linked to QuickBooks Online, PayTraQer seamlessly synchronizes your PayPal, Stripe, and Square data with your QuickBooks Online account. This accounting automation tool simplifies syncing Payouts to QuickBooks Online with just a few clicks.
Prerequisites for Using PayTraQer:
1) To connect PayTraQer with your QuickBooks Online account, you'll need the following:
- An active Stripe, PayPal, or Square account in production (sandbox accounts cannot be connected).
- A valid QuickBooks Online account with ADMIN (Master Admin/ Accountant) privileges.
2) How to add a new QuickBooks Online Company to PayTraQer?
- Log in to your QuickBooks Online Account.
- Click on the "Apps" menu and click on the "Find Apps" tab
- Type PayTraQer in the search bar.
- Select the PayTraQer option and authorize "PayTraQer" to connect with your QuickBooks Online Account.
3. Click Get App Now
4. Consolidated Sync (Sales Summary). Select this option if you would like to sync the summary of each payout from your ecommerce or payment platform. (Ideal for tracking summary of your sales).
5. Clicking next will take you to connect your payment processors like Paypal, Stripe, or Square, Shopify, Amazon & eBay.
Note: Please be aware that transitioning between Summary Sync and Itemized Sync, or vice versa, is not feasible. If you intend to switch to Itemized Sync, it's necessary to disconnect the PayTraQer app and initiate the setup process from scratch. Disconnecting the app will result in the loss of all settings, profile data, and subscription information.
Related PayTraQer Articles:
1) Please refer to this article How to rollback/undo the Synced transaction in PayTraQer
2) Please refer to this article: Overview of PayTraQer Summary Sync Settings
3) Please refer to this article: How to configure general Settings in PayTraqer
4) Please refer to this article: PayTraQer - Sales Settings Configuration
5) Please refer to this article: Configuration of Tax Settings for Summary Sync in PayTraQer
6) Please refer to this article: Configuration of Fees and Expenses for Summary Sync in PayTraQer
7) Please refer to this article: Configuring Additional Settings for PayTraQer Summary Sync
8) Please refer to this article: Configuration of Payout Settings for Summary Sync in PayTraQer
9) Please refer to this article: Configuration of COGS Matching for PayTraqer Summary Sync
10) Please refer to this article: Configuring COGS Settings for PayTraqer Summary Sync
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