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PayTraQer - Automation Settings

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


Click on the "Automation" link to navigate to a powerful automation feature.



1. Automatic Sync

TURN ON this feature to sync your transactions automatically from PayPal, Stripe or Square into QuickBooks without any manual effort via PayTraQer. As soon as the transactions are created in Payment Systems, it will be synced into QuickBooks within 30 minutes.


2. Assign Reference No 

Enable this feature to assign the same Invoice No, Sales Receipt No from PayPal, Stripe or Square to QuickBooks. If you want to QuickBooks to assign these reference no, then you can TURN OFF this feature.


3. Auto Apply Payments

When you TURN ON this feature, PayTraQer automatically applies the payments to OPEN invoices if it is already created in QuickBooks


4. Check Duplicate Transactions

Enable this feature to check whether the transactions ( Invoice, Salesrecipt, Payments) are already created in QuickBooks via manual accounting or other integrations. This will avoid duplicate transactions being created.


5. Enable Multi-Currency Support

If you receive money in multiple currencies in PayPal, Stripe or Square, then you can enable this feature. To activate this feature, your QuickBooks should have been enabled with Multi-Currency Support.


6. Multi Currencies

 Select the required currencies to be tracked in PayTraQer.


Next

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

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

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

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

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

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

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





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