If QuickBooks is the accounting software you use for your business, you can send transactions, customers, invoices, and payments from Project 2 Payment through a sync instead of manually entering them.
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Important information about the integration
- All synced data flows through a "Project 2 Payment Unknown Customer" in your QuickBooks Online account that is automatically created when the accounts are connected.
- Data is sent from Project 2 Payment to QuickBooks; it does not pull any information back from QuickBooks.
- New customer data and paid invoices are sent from Project 2 Payment, but unpaid and canceled invoices do not sync to QuickBooks.
- The integration requires a manual sync each time you want to send new data.
- Users must log into Project 2 Payment in a web browser on a desktop or mobile device to connect and sync QuickBooks. The actions are not available in the mobile apps at this time.
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Connect QuickBooks (initial setup)
- If you are on desktop, go to the left sidebar. If you are in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
- Go to Settings
- Select QuickBooks Integration.
- Click the "Connect to QuickBooks Online Account" button.
- A pop-up window will prompt you to sign into your QuickBooks account.
- A successful sign in completes the connection.
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Sync QuickBooks
- If you are on desktop, go to the left sidebar. If you are in a web browser on a mobile device, go to the hamburger menu in the upper left corner.
- Go to Settings
- Select QuickBooks Integration.
- Click the "Sync to QuickBooks" button.
When the last sync timestamp updates to the current date and time, the sync is complete.
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