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

Step 1: Open the Amazon connector in PayTraQer

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

• In the left menu, select Connectors.

• Choose e-Commerce Connectors to see the e-Commerce platforms linked to your PayTraQer account.

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

Step 2: Review how Amazon transactions will be recorded in QuickBooks

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

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

• Under Transaction Recording, check the mapping displayed for your Amazon 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.

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 Amazon 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 Amazon 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 Amazon 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 Amazon 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 Amazon transactions in one go instead of syncing them one at a time.

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

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

• Ensure you are looking at the right Amazon 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 created for the transaction, including the Invoice and Payment.

Step 6: Verify the synced transaction in PayTraQer

• Go to the Synced tab to check the Amazon 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, and check the record directly in QuickBooks Online.

Step 7: Review past sync

• Go to the Sync History tab to look at previous Amazon 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 an Amazon transaction that was synced earlier.

Step 8: Open the Amazon Sync Settings page 

• In the left menu, select Settings.

• Choose Sync Settings from the list of options.

• Find the Amazon connector card on the page.

• Click Change Settings to access the Amazon Sync configuration.

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

• This page allows you to manage how Amazon Sales, items, customers, taxes, and fees sync with QuickBooks Online.

Step 10: Configure the Sales tab

• Open the Sales tab in the Amazon Sync Settings screen.

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

• If you prefer all Amazon 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 Amazon 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, so PayTraQer computes and applies tax for all Amazon sales and expenses.

• The Auto Tax Calculation feature is turned on, allowing PayTraQer to compute and apply taxes for both sales and expenses automatically.

• The Tax Accounts Mapping area allows you to select the QuickBooks accounts for recording Amazon tax amounts.

• Sales Tax is linked to the Amazon Sales Tax account.

• Withheld Tax is also linked to the Amazon Sales Tax account.

• These links assist PayTraQer in posting Amazon sales tax and withheld tax to the appropriate QuickBooks accounts during synchronization.

• Users can access Advanced Settings for additional tax configuration options.

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

Step 14:  Configure the Fees tab

• The Fees tab in PayTraQer allows you to manage how eBay-related fees are logged in QuickBooks.

• You can choose the vendor that receives the payment fees. In this case, the vendor is set to eBay.

• You can select the fee category for recording the expense. Here, the chosen category is Amazon Fees.

• You can pick the bank account where payment fees will be recorded. In the image, the Amazon Bank Account is chosen.

• The Auto Tax Calculation section lets you input tax information for fees and select a location or department if necessary.

• You can choose whether to separate fee details during syncing. The current option is disabled.