QuickBooks Online sync: At a glance
The sync with QuickBooks Online eliminates double data entry by automatically sending all your information to PayMaker from QuickBooks Online, and sending back payments made/received in PayMaker.
Here’s how sync can enable you to seamlessly integrate payments in your workflow:
By default, your account syncs automatically, once a day. You can also trigger a sync manually at any time.
Things to Know
- Payments must be recorded in PayMaker
- Partially- and fully-paid bills/invoices in QuickBooks Online do not sync to PayMaker
- PayMaker doesn’t sync attachments to/from QuickBooks Online
- Credit Memos do not sync
- Classes will not sync to QuickBooks Online from PayMaker on AR invoices if classes are not set to per line (instead of one per entire transaction). They will still sync from QuickBooks Online to PayMaker but not the reverse. See article for a screenshot.
If you do not see the described feature available in PayMaker, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for PayMaker and upgrade accordingly or contact the Administrator of your PayMaker account. Changes in monthly user fees may apply.