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PayTraQer Transactions Dashboard - Introduction

This guide gives you a detailed introduction to the PayTraQer application Transaction dashboard.


When you first sign in to your PayTraQer 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.


Note: If you're a new user, this dashboard will be empty.


If you have connected your Payment Processor Account already, PayTraQer 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

2. Synced

3. Error

4. Ignored


Not Synced

This tab(view) lists the transactions downloaded from Paypal/Stripe/Square Accounts. You can download the "Unlimited" historical transactions using the 'Download Historical Transactions" widget. 


The table shows the transaction details such as Transaction Date, Payee (Customer/Vendor), Processor, Amount, etc.

If you want to view the original transaction in Paypal/Stripe/Square, you can click on 

"TRANSACTION ID" link to open it directly from PayTraQer.


Select the required transactions and click the "Sync Selected" button to sync your transactions in QuickBooks.

Synced

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.

Error


This tab(view) lists the transactions failed to sync with QuickBooks from Paypal/Stripe/Square Accounts. This could be due to an incorrect account, currency, credit issue, etc. 

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.



Ignored


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 PayTraQer, then you can select those transactions and move to Ignore Tab using the 'Ignore" button in "Not Synced" tab.


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