How to configure general Settings in PayTraqer
January 1, 2025
Introduction
PayTraQer offers a range of settings to tailor your experience and streamline your financial tracking process. Accessing the general settings allows you to configure various aspects of the application to suit your specific needs. This article provides a comprehensive guide to the general settings available in PayTraQer.
To access the General settings in PayTraQer, simply follow these steps:
Click on the Gear icon.
From the dropdown menu, select "Settings."
In the Settings menu, choose "General Settings.
Automation:
PayTraQer offers automation features to simplify the syncing process of transactions from your payment systems to QuickBooks. Within the General settings, you can configure the following automation options:
Automatic Sync: Choose whether you want transactions to be automatically downloaded and synced to QuickBooks at regular time intervals.
Email Notifications: Opt to receive email notifications for automated transaction details.
Timezone and Date Format:
Customize the timezone and date format according to your preferences. Setting the correct timezone ensures that your transaction records are accurately timestamped, while choosing the appropriate date format enhances readability and consistency.
Multi-Currency Support:
If you deal with multiple currencies in payment systems like PayPal, Stripe, or Square, PayTraQer allows you to enable multi-currency support. Here's what you need to know:
Prerequisite: Ensure that your QuickBooks Online account is enabled with Multi-Currency Support before activating this feature in PayTraQer.
Configuration: Select the currencies you would like to track in PayTraQer from the list of supported currencies.
Conclusion:
By following the steps outlined in this article, you can effectively configure the general settings in PayTraQer to optimize your financial tracking process. If you encounter any difficulties or have further inquiries, don't hesitate to reach out to our support team for assistance.