Integrating Pin Payments transactions with QuickBooks is made simple and effective using PayTraQer. It just takes five minutes and a few clicks to get started with PayTraQer. Once you are inside, you can have all your Pin Payments transactions synced into QuickBooks in no time.
TABLE OF CONTENTS
- Steps for Integrating Pin Payments with QuickBooks
- Quickstart Settings
- Sales Settings
- Product Settings
- Fee SettingsPayout Settings
Steps for Integrating Pin Payments with QuickBooks
Step 1: Connect your QuickBooks company to PayTraQer as directed in this article.
Step 2: Once the QuickBooks company is selected you will be navigated to the payment system screen, where you will select the Pin Payments tile among others.
Step 3: When clicked, the Pin Payments integration page will appear. You will have to submit your API Key and Account Name for verification and access from Pin Payments.
Get the API key from your Pin Payments account (See how) and provide an Account Name (Pin Payments account name) for reference.
Step 4: Once the verification is successful, your Pin Payments account will be connected to PayTraQer. This connection is read-only, you can disconnect anything through the settings anytime.
Click Next to proceed.
As you get started with PayTraQer, you have to configure the quick start settings for seamless QuickBooks Pin Payments integration.
Express Settings - This is the default setting recommended by our pro-advisors. Here the settings are aligned to make your Pin Payments integration seamless.
Click on ‘Okay, let’s start’ to run with this default Express Setting. However, you can change the configurations through the settings anytime.
Detailed Settings - To manage the settings according to your preferences, click on the ‘Go to detailed settings’ button. Here you can configure your Sales, Product, Tax, Fee and Payout settings before getting started.
This setting will allow you to 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, refund receipts, etc.
This setting allows you to choose how your products/services are synced.
If you turn on ‘create Product/Services automatically’, the missing items in your QuickBooks will be auto-created during the sync.
This setting will govern how your Pin Payments fee details get recorded in QuickBooks. You can configure the default vendor, fee category, and bank account to record payment fees corresponding to the Pin Payments fees component.
Enable the "Process the Payout" with the "Transfer To" account, so that all your Pin Payments Payouts get processed as Transfer transactions 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)
Once you are done managing your preferences, you can start syncing hundreds of Pin Payments transactions into QuickBooks in the breeze.
When you are inside PayTraQer for the first time, you can see your Pin Payments transactions for the past 60 days already downloaded to PayTraQer. You can sync them all with just a click of a button.
To learn how to sync your Pin Payments transactions into QuickBooks read this article.