To download and sync Authorize.net transactions into QuickBooks Online, you must link your Authorize.net account with PayTraQer. This article explains how to connect your Authorize.net account with PayTraQer

Video Tutorial for How to Connect and Sync Authorize.Net Transactions with QuickBooks Online using PayTraQer:

Step 1: Open the Authorize.net connector in PayTraQer

• Log in to PayTraQer with the QuickBooks Online company you wish to sync with Authorize.net.

• In the left menu, select Connectors.

• Choose Payment Connectors to see the payment platforms linked to your PayTraQer account.

• Find your Authorize.net connection in the list before proceeding to the next step.
  

Step 2: Review how Authorize.net transactions will be recorded in QuickBooks

• In the Authorize.net connector row, click on See How It Works.

• A User Guide window will open, showing how PayTraQer syncs Authorize.net transactions into QuickBooks entries.

• Under Transaction Recording, check the mapping displayed for your Authorize.net sync.

• Make sure that the payment is recorded as Invoice Payment, and Fees as Expense in QuickBooks.

• Confirm that Customer Refund is listed as Refund in QuickBooks.
  

• Click “OK” once you have reviewed the transaction flow.

Step 3: Open the Transactions page in PayTraQer 

• On the left menu, select Transactions.

• The Transactions dashboard has various organizational views that assist in managing and checking your data flow:

• Stay in the Review tab to view Authorize.net transactions that are prepared to sync with QuickBooks Online.

• In the Review tab, click on Filter.

• You can use options such as Date, Amount, Payment System, Transaction Type, Transaction ID, and Contact to filter the records.

• Select Current Page if you want to choose all transactions that are currently displayed.

• By applying the required filters, you can quickly find the Authorize.net transactions you need to review or sync.

• This makes it easier to work with only the relevant transactions instead of going through each record manually.

• Once you have applied the necessary filters, choose the Authorize.net transactions you want to process.

• The selected records will be highlighted, and the total number of selected transactions will be visible at the bottom.

• Use Sync to upload all selected Authorize.net transactions to QuickBooks Online at once.

• Choose Ignore if you do not wish to sync the selected transactions.

• Click Clear Selection to discard the selected records and restart if necessary.

• This option enables you to manage multiple Authorize.net transactions in one go instead of syncing them one at a time.

Step 4: Start the sync review for an Authorize.net transaction 

• To sync the transaction, click on Review & Sync.

• PayTraQer will display the transaction details on the right side of the screen.

• In this section, confirm the Authorize.net transaction number, date, and amount.

• Also, check the QuickBooks transaction type that is mapped for this record.

• Ensure you are looking at the right Authorize.net payment before proceeding.

Step 5: Confirm the synchronization result

• After the sync, check the Synchronization Details window.

• Make sure the status shows Successful.

• Verify the QuickBooks entries that were created for the transaction, including Invoice and Payment.

Step 6: Verify the synced transaction in PayTraQer

• Go to the Synced tab to check the Authorize.net transactions that are already in QuickBooks Online.

• Select Report if you want to see the sync summary.

• If the transaction was mistakenly posted, use Undo to reverse the sync from PayTraQer.

• Use Details to review what was generated for the synced record.

• Click on Open in QuickBooks to check the record directly in QuickBooks Online.

Step 7: Review past sync

• Go to the Sync History tab to look at previous Authorize.net sync activities.

• Look at the sync date, the types of transactions made, and the count of successful or failed records.

• This page helps you monitor earlier sync operations and verify what was posted.

• If needed, you can use Undo here to reverse a Authorize.net transaction that was synced earlier.

Step 8: Open the Authorize.net Sync Settings page 

• In the left menu, select Settings.

• Choose Sync Settings from the list of options.

• Find the Authorize.net connector card on the page.

• Click Change Settings to access the Authorize.net sync configuration.

• Ensure the Authorize.net settings screen is displayed before making any changes.

• This page allows you to manage how Authorize.net sales, items, customers, taxes, and fees sync with QuickBooks Online.

Step 10: Configure the Sales tab

• Open the Sales tab in the Authorize.net Sync Settings screen.

• Under Accounts, choose the Bank Account for depositing your sales or income. This is generally your Authorize.Net clearing bank account.

• Choose the Payment method to track these transactions in QuickBooks.

• In the Customers section, decide if PayTraQer should automatically create customers if they don't exist in QuickBooks Online.

• If you prefer all sales to go to one customer, select a Common Customer for sales transactions.

• Use “Customize Customer Matching” if you want PayTraQer to match Authorize.net customers with existing QuickBooks customers based on your chosen matching rule.

• In the Tracking section, choose the correct Location or Department if you use locations in QuickBooks.

• Select a Class if you want all synced sales to be assigned to a specific class.

• In the Sync section, decide if you want to skip the sales and only process the related fees.

• Click Save after finishing the Sales tab settings.

Step 11: Configure the Product and Services tab

• Open the Product & Services tab.

• Enable the option to automatically create products or services if the Authorize.net item isn't already in QuickBooks Online.

• Select the type of product or service that PayTraQer should generate, like Non-Inventory, if it suits your workflow.

• Pick the income account that will be associated with the products or services created from Authorize.net transactions.

• In the Match Product section, decide how product matching should occur, such as by Name.

• Use Customize Product Matching to establish precise matching rules between Authorize.net items and QuickBooks products or services.

• If you prefer all Authorize.net sales to use a common item in QuickBooks Online, enable the common product or service option and choose that item.

• Carefully review the product setup to ensure that new and existing Authorize.net items sync properly.

• Click “Save” once the Product and Services settings are finalized.

Step 12: Configure the Tax tab

• Open the Tax tab.

• Enable automatic tax calculation to have PayTraQer compute and apply tax for all Authorize.net sales and expenses.

• Enter the necessary tax percentage for direct payments received if your setup requires tax values in this section. 

• Enter the shipping tax percentage if you need to track shipping tax separately.

• Select the common tax code you want PayTraQer to use for Authorize.net transactions in QuickBooks Online.

• Make sure the tax code you select here matches the tax setup in QuickBooks Online.

• Check the full tax mapping before saving, as incorrect tax settings can affect transaction totals and reporting.
  

• Click “Save” after you finish with the Tax tab.

Step 13:  Configure the Payout tab

• Next, open the Payout tab.

• Decide if you want to handle payouts or settlements from Authorize.Net.

• Turn on this option if you want PayTraQer to sync payouts as transfer transactions to your chosen checking account.

• Check the payout settings thoroughly, then click Save.

FAQ

1) Where do I find transactions that are ready to sync?

Go to Transactions and stay on the Review tab. This tab shows Authorize.net transactions that are set for verification and syncing into QuickBooks Online first.

2) What does the Ignored tab do in PayTraQer?

The Ignored tab contains transactions that you chose not to sync, making it easier to separate the skipped Authorize.net records from the ones you have reviewed, synced, or still need to work on.

3) Can I sync multiple Authorize.net transactions at the same time?

You can select the current page and link multiple Authorize.net transactions together. This helps you save time when processing several records at once.

4) What happens if I click Ignore on selected transactions?

Choose Ignore when you prefer not to post specific Authorize.net transactions to QuickBooks Online. They will be removed from your active review workflow and will not sync.

5) How do I confirm that the transaction synced successfully?

After syncing, check the Sync Details window and make sure the status shows as Successful. Next, carefully review the QuickBooks entries made for that Authorize.net transaction.

6) Where can I verify synced Authorize.net transactions in PayTraQer?

Open the Synced tab after you finish processing. You can then check the completed Authorize.net records, look at the details, and verify what PayTraQer has created in QuickBooks Online.

7) What does the Details option show for synced transactions?

Check the Details in the Synced tab to see the generated record information. This allows you to verify what was created before you open the transaction in QuickBooks.

8) Can I undo a synced Authorize.net transaction?

Use the Undo option if an Authorize.net transaction was synced by mistake. This will undo the sync from PayTraQer, so you can make corrections and reprocess it later.

9) Can I sync older Authorize.net transactions, too?

Yes. Go to Download Historical Transactions, select the required date range, and allow PayTraQer to retrieve previous Authorize.net records for review and sync.