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PayTraQer - Sales Settings Configuration

PayTraQer - Sales Settings


To access the sales settings, click the settings icon located on the top right corner of the PayTraQer Screen.


PayTraQer - Sales Settings


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.


PayTraQer Sales Settings



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.  


paytraqer bank account



paytraqer receive payment


2. Payment Method


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.



4. Common Customer


 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.



5. Class


Record your sales with selected CLASS, if you want to track classes for your invoice/sales receipt.



6. Location/Department


Record your sales with selected LOCATION, if you want to track locations for your invoice/sales receipt.




Related Articles - PayTraQer Settings:


Products Settings: Create/sync the products/services automatically without any manual effort in QuickBooks.

Tax Settings: Record tax information from Payment transactions (Paypal, Stripe & Square) accurately into QuickBooks.

Fees Settings: Record fee information from Payment transactions into QuickBooks.

Expense Settings: Payments made to your vendors from Payment Systems can be easily synced with QuickBooks.

Payout Settings: Never miss the consolidated payouts/deposits from Payment Systems (Paypal, Stripe & Square).

Automation Settings: Automate and fine-tune the sync processes in PayTraQer.

 


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