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.
Initial Setup
- Go to Settings in the left sidebar (desktop) or hamburger menu (mobile).
- Go to 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.
Sync
- Go to Settings in the left sidebar (desktop) or hamburger menu (mobile).
- Go to QuickBooks Integration.
- Click the Sync to QuickBooks button.
- When the Last sync timestamp updates to the current date and time, the sync is complete.
Important Reminders
- This integration only sends data from Project 2 Payment; it does not pull any information from QuickBooks.
- The sync is manual so you must click the button in Settings each time you want to send new data.
- The sync sends over new customer data and paid invoices from Project 2 Payment. Unpaid and canceled invoices do not sync to QuickBooks.
- 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.
- If you need to disconnect your QuickBooks Integration, please submit an online request or email support@project2payment.com.