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.
Payouts (deposit or balance) from the payment systems ( PayPal, Stripe & Square) are synced accurately with PayTracker into QuickBooks. PayTracker records these transactions as TRANSFER Transaction in QuickBooks.
1. Enable Payout Process
TURN ON this feature to sync the payout information from Payment Systems. If you want to manually create a transfer or deposit, you can turn OFF this feature.
2. Transfer Account
Select the checking/current account where the payout money has been posted by payment systems (PayPal, Stripe & Square). This account will be used for reconciliation.
Automation Settings: Automate and fine-tune the sync processes in PayTracker.