Integrating Authorize.Net transactions with QuickBooks is very simple using PayTraQer. It just takes a couple of minutes and a few menu-driven clicks to do it. You can sync all your Authorize.Net transactions to QuickBooks in no time after setting up.
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Steps to Integrate Authorize.Net with QuickBooks
To integrate your Authorize.Net transactions with your QuickBooks company, you will have to install PayTraQer and connect Authorize.Net to PayTraQer.
To know how to connect Authorize.Net with PayTraQer, read this article.
If you have already connected your Authorize.Net account by verifying with the API key, observe the following steps for seamless integration.
You have to do some minimal settings before hitting the dashboard for the first time.
This is the default setting recommended by the pro-advisors. It works perfect for your Authorize.Net integration. You can click on ‘Ok, Let’s Start’ to run with this express setting. This is just for a quick start, you can change it any time after setting up.
If you want to fine-tune these settings according to your preferences, you can do it by clicking on ‘Go to Detailed Settings’. You can manage your Sales, Product, Tax and Payout preferences here.
Under this setting, you can manage your sales preferences.
You can choose the bank account to deposit your sales/income and the method of payment you prefer for sales receipts, payments, expenses, etc.
This setting will allow you to choose how your products are synced to QuickBooks.
If you turn on the auto-create feature, the missing items in your QuickBooks will be automatically created during the sync.
Turn ON this setting to record sync with tax calculation.
If turned OFF, the tax amount will be added to the transaction amount and recorded without tax.
Enable the "Process the Payout" with the "Transfer To" account, so that all your Authorize.Net Payouts gets processes as Transfer transaction in your QuickBooks for easy reconciliation.
Click ‘Save’ once you are done managing your preferences.
This is just a basic setting. You can have your hands on further configurations through the Sync Setting, as you get along. (See how)
Your configuration is over and now you can start syncing your Authorize.Net transactions to QuickBooks company with a single click.
Your previous Authorize.Net transactions for the past 60 days will be automatically downloaded to PayTraQer when you hit the dashboard.
To know how to sync your Authorize.Net transactions with QuickBooks, read this article.
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