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. Auto Creation of Products/Services
Enable this option to automatically create and sync product/services (Items) from Paypal, Stripe or Square.
PayTracker brings Name, Description and rate information from Payment Systems to QuickBooks.
2. Product/Service Type
Select the Item Type for the auto-creation of Product/Service. PayTracker creates Items in this category if it does not exist in QuickBooks.
Supported Types: Service & Non Inventory
3. Sales/Income Account
Select this option to set an income account for the auto-creation of Product/Service. PayTracker creates Items with this income account in QuickBooks.
4. Enable Common Product/Service
If you don't want to create items in QuickBooks as exactly as Payment Systems, you can enable this option to record all your sales to a default product/service.
Disable Auto creation of Product/service settings to enable this setting.
5. Common Product/Service
Select this option to set a default Item to record all your sales in QuickBooks. The Product details from Payment Systems (Paypal, Stripe or Square) will be ignored and the provided item will be used in Invoices and Salereceipts.
Tax Settings: Bring the exact tax information from Payment Systems (Paypal, Stripe & Square) into QuickBooks.