This guide gives you a detailed introduction to the PayTracker application Transaction dashboard.
When you first sign in to your PayTracker account, you'll be directed to the transaction dashboard. Your dashboard displays an overview of pending/synced transactions downloaded from your Paypal/Stripe/Square Accounts, giving you a quick update.
If you have connected your Payment Processor Account already, PayTracker downloads the last 30 days transactions automatically.
Get to know your Transaction Dashboard
There are 4 tabs(Views) to categorize your transactions and manage them effectively.
1. Not Synced
The table shows the transaction details such as Transaction Date, Payee (Customer/Vendor), Processor, Amount, etc.
"TRANSACTION ID" link to open it directly from PayTracker.
Select the required transactions and click the "Sync Selected" button to sync your transactions in QuickBooks.
This tab(view) lists the transactions synced successfully to QuickBooks from Paypal/Stripe/Square Accounts. You can manually sync the transactions from the "Not Synced" tab or you can turn on Auto Sync feature to sync the transactions automatically without any manual effort.
Click on any line to view the detailed information about the transactions, customer, vendor, Items created in QuickBooks and open it directly.
Select the required transactions and click the "Undo Selected" button to remove the synced transactions in QuickBooks.
Click on any line to view the detailed information about the error.
Click the "Fix" button to know more about the error and possible solutions to fix the issue.
This tab(view) lists the transactions which you have opted to ignore from processing. If you have already created the transactions in QuickBooks and don't want to process by PayTracker, then you can select those transactions and move to Ignore Tab using the 'Ignore" button in "Not Synced" tab.