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 the app now
4) Itemized sync (Individual). Select this option if you would like to sync transactions by transaction from your e-commerce or payment platform. ( Ideal for tracking individual sales)
Note: 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 Itemized Sync and Summary Sync, or vice versa, is not feasible. If you wish to switch to Summary Sync, you'll need to disconnect the PayTraQer app and initiate the setup process anew. Disconnecting the app will result in the loss of all settings, profiles, 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
11) Please refer to this article: Configuring Grouping for PayTraqer Summary Sync
12) Please refer to this article: How to configure general Settings in PayTraqer
13) Please refer to this article: How to Preview and Sync the Transactions into QuickBooks Online
14) Please refer to this article: PayTraQer Consolidated Summary Sync Dashboard Guide
15) Please refer to this article: How to setup PayTraQer for Summary Sync (sales summary
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