Ph: +1 (619) 377-0977 (9 A.M to 5 P.M EST)

SaasAnt Support Portal

Submit a ticket My Tickets Blog
Welcome
Login  Sign up

PayTraQer - Products & Services Settings Configuration

PayTraQer - Products & Services Settings


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


PayTraQer - Products & Services Settings



Configuration for Products & Services 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 Products & Services Settings



Products & Services Settings - PayTraQer


1. Auto Creation of Products/Services


Enable this option to automatically create and sync product/services (Items) from Paypal, Stripe, or Square.

PayTraQer 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. PayTraQer 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. PayTraQer 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.




Related Articles - PayTraQer Settings:


Sales Settings: Configure Sales related fields like a bank account, customer, etc.

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.



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.