To download and sync Pin Payments transactions into QuickBooks Online, you must link your Pin Payments account with PayTraQer. This article explains how to integrate yourPin Payments account with PayTraQer.

Step 1: Open the Pin Payments  connector in PayTraQer

●  Log in to PayTraQer with the QuickBooks Online company you wish to sync with Pin Payments.

●  In the left menu, select Connectors.

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

● Find your Pin Payments connection in the list before proceeding to the next step.

Step 2: Review how Pin Payments transactions will be recorded in QuickBooks

●  In the Pin Payments connector row, click on See How It Works.

●  A User Guide window will open, showing how PayTraQer syncs Pin Payments transactions into QuickBooks entries.

● Under Transaction Recording, check the mapping displayed for your Pin Payments 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 Pin Payments 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 Pin Payments 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 Pin Payments 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 Pin Payments 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 Pin Payments transactions in one go instead of syncing them one at a time.

Step 4: Start the sync review for an Pin Payments  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 Pin Payments transaction number, date, and amount.

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

● Ensure you are looking at the right Pin Payments 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 Pin Payments 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 next to the Invoice or Payment to check the record directly in QuickBooks Online.

Step 7: Review past sync

● Go to the Sync History tab to look at previous Pin Payments 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 Pin Payments transaction that was synced earlier.

Step 8: Open the Pin Payments  Sync Settings page

● In the left menu, select Settings.

● Choose Sync Settings from the list of options.

● Find the Pin Payments connector card on the page.

● Click Change Settings to access the Pin Payments sync configuration.

● Ensure thePin Payments settings screen is displayed before making any changes.

● This page allows you to manage how Pin Payments sales, items, customers, taxes, and fees sync with QuickBooks Online.

Step 10: Configure the Sales tab

● Open the Sales tab in the Pin Payments  Sync Settings screen.

●  Under Accounts, choose the Bank Account for depositing your sales or income. This is generally your Pin Payments 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 Pin Payments 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 Pin Payments 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 Pin Payments 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 Pin Payments items and QuickBooks products or services.

● If you prefer all Pin Payments 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 Pin Payments 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 Pin Payments 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 Pin Payments  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 Fees tab

Step 14: Configure the Payout tab

● Next, open the Payout tab.

● Decide if you want to handle payouts or settlements from Pin Payments.

●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) How can I check how Pin Payments transactions will be recorded in QuickBooks?

Click on See How It Works in the Pin Payments connector section. This explains how payments, recurring payments, fees, and expenses are recorded.

2) How is a Pin Payments payment recorded in QuickBooks Online?

A regular Pin Payments payment is recorded as a Sales Receipt in QuickBooks, while the corresponding processing fees entered separately as Expense entries.

3) Where do I go to review Pin Payments transactions before syncing?

Select Transactions from the left menu and keep on the Review tab. This tab shows Pin Payments transactions that are set for review.

4) What can I use the Sync History tab for?

Sync History provides a timeline of past Pin Payments syncs, showing dates, types of transactions, and counts of successful or failed records.

5) What does the Ignore tab do in PayTraQer?

The Ignore tab keeps track of Pin Payments transactions that you intentionally skipped, allowing you to distinguish them from reviewed, synced, or failed transactions.

6) Can I sync multiple Pin Payments transactions at the same time?

Yes, once you choose the required records, use Sync to upload all selected Pin Payments transactions to QuickBooks Online in a single step.

7) How do I review a Pin Payments transaction before syncing it?

Select Review and Sync on the transaction row. PayTraQer will display a side panel for you to check the transaction details first.

8) How do I know whether a Pin Payments transaction synced successfully?

Once syncing is done, check the Synchronization Details window to ensure the status says Successful. Then, confirm the QuickBooks entries made for that transaction.

9) Where can I verify synced Pin Payments transactions in PayTraQer?

Go to the Synced tab, then check Details to see what PayTraQer created and verify that the record was posted correctly in QuickBooks Online.

10) Can I open a synced Pin Payments transaction directly in QuickBooks?

Yes. In the synced record details, click on Open in QuickBooks next to the created Invoice or Payment to check the posted entry directly.

11) Can I undo a synced Pin Payments transaction later?

 Yes. If a Pin Payments transaction was mistakenly posted, you can reverse it by using Undo from the Synced tab or Sync History.

12) How do I turn on automatic syncing for future Pin Payments transactions?

Head to the Home page, switch Auto Sync on, press Enable in the pop-up, and track the records until they achieve Synced status.