To access the sales settings, click the settings icon located on the top right corner of the PayTracker Screen.
Configuration for Sales Settings is common across all the payment channels. For illustration purposes, Paypal settings are shown here. However, the same configurations will be available for Stripe & Square.
1. Bank Account
Select the bank account to record your sales. This deposit bank account is used to create Sales Receipt and Payments in QuickBooks. You can also type an account name to create a new account in QuickBooks.
Recommendation: Use the virtual bank account named "Paypal Bank Account" (Stripe Bank Account or Square Bank Account) instead of using a direct checking account to avoid reconciliation nightmares.
Select the payment method to track and manage your sales. This will help you identify the payments from different sources.
Recommendation: Use payment method named "Paypal" (Stripe or Square).
3.Auto Create Customer
Enable this feature to create customers automatically, if not available, in QuickBooks from Payment Systems (PayPal, Stripe or Square).
Customer details like Display Name, Billing Address, and email will be synced in QuickBooks.
If you don't want to track sales by customers, you can select the default customer for all your sales. All your sales will be recorded with the selected customer.
Record your sales with selected CLASS, if you want to track classes for your invoice/sales receipt.
Record your sales with selected LOCATION, if you want to track locations for your invoice/sales receipt.