How to connect or add a new QuickBooks Online company to PayTraQer

This article explains how to:

• Connect your first QuickBooks Online company to PayTraQer

• Add an additional QuickBooks Online company to the same PayTraQer account

• Check that the connection is working as expected

Use this if you are setting up PayTraQer for the first time or if you manage multiple QuickBooks companies for clients.

Before you start

Make sure you have:

• An active QuickBooks Online subscription

• QuickBooks Online login with Company Admin or Master Admin access

• At least one supported payment or e-commerce account that you plan to connect later
  (for example Stripe, PayPal, Square, Shopify, Amazon, Etsy, etc.)

Note: You can connect multiple QuickBooks Online companies to the same PayTraQer login. Each company will have its own settings and sync history.

Connect your first QuickBooks Online company from the QuickBooks App Store

1. Sign in to QuickBooks Online
   Log in to the QuickBooks Online company you want to connect.

2. Open the QuickBooks App Store

   • In QuickBooks, go to Apps

   • Click Find Apps

     

3. Search for PayTraQer

   • In the search bar, type “PayTraQer”

   • Select PayTraQer from the results

4. Start the connection

   • Click Get app now

   • Confirm the QuickBooks company you want to connect if prompted

5. Authorize PayTraQer to access QuickBooks

   • A QuickBooks authorization window will appear

   • Review the permissions

   • Click Connect to allow PayTraQer to read and create transactions in your QuickBooks company

6. Create or sign in to your PayTraQer account

   

   • If you are a new user, complete the simple sign-up flow

   • If you already have a SaasAnt / PayTraQer login, sign in with your existing credentials

7. Confirm success and continue to setup
   After authorization, you will be redirected to PayTraQer.
   You should now see your QuickBooks company name at the top of the PayTraQer dashboard.

From here you can:

• Choose your sync mode (Individual or Summary, depending on product)

• Connect your payment or e-commerce channels

• Configure Sales, Products, Tax, Fees, Expenses, and Payout settings

Add another QuickBooks Online company to PayTraQer

If you manage more than one QuickBooks company (for example multiple clients), you can connect them one by one to the same PayTraQer login.

1. Sign in to PayTraQer
   Go to PayTraQer and log in with your SaasAnt / PayTraQer credentials.

2. Open the company switcher or add company option
   In the top section of PayTraQer, look for your current QuickBooks company name.
   There will be an option such as “Add New Company” or “Connect another company”.

   

3. Start the connection for the new company

   • Click Add New Company (or similar)

   • You will be redirected to the QuickBooks authorization screen

4. Sign in to the second QuickBooks company

   • If you are already signed in to QuickBooks, confirm the new company you want to link

   • If prompted, log in and choose the correct company file

5. Authorize access

   • Click Connect to allow PayTraQer to access this new QuickBooks company

   • Once completed, PayTraQer will create a separate workspace for this company with its own settings

You can now switch between companies inside PayTraQer using the company selector at the top of the screen.

What happens after connecting

Once your QuickBooks company is connected:

• PayTraQer will read your chart of accounts, tax codes, customers, and products so you can map them in settings

• You can connect one or more payment or e-commerce channels to this company

• You can download historical transactions and decide how far back you want to sync

• You can turn on Auto Sync so new transactions flow into QuickBooks at regular intervals

If you manage multiple QuickBooks companies:

• Each company keeps its own connectors, settings, and sync history

• Changes you make in one company do not affect the others

Common issues and quick checks

1. I do not see the company I expect in PayTraQer

• Confirm you connected the correct company when the QuickBooks authorization screen appeared

• Log out of QuickBooks in your browser, log back in, and repeat the connection, being careful to select the right company file

2. I get a permission error when connecting

• Make sure you are logged in to QuickBooks as Company Admin, Master Admin, or Accountant user with full access

• Ask the owner to grant you the correct role if needed

3. I want to start over with a fresh connection

• Disconnect PayTraQer from that QuickBooks company inside QuickBooks or PayTraQer

• Reconnect and choose the correct company and start date for syncing

• Check your books with your accountant before deleting any existing transactions

Need help?

If you have any trouble connecting or adding a new company:

• Contact us at support@saasant.com with your QuickBooks company name and connector details

• Or schedule a free demo or onboarding call from the PayTraQer website for a guided setup