How to connect your QuickBooks Online account
Paysley is directly integrated with QuickBooks Online, providing a secure, efficient, and streamlined connection. This integration uses the OAuth connect process, which adheres to the highest security standards to protect sensitive financial data and maintain user confidentiality. Once the connection is established, it facilitates bi-directional synchronization to ensure consistency and accuracy across both platforms. This means that any changes or updates to customer profiles, inventory items, or invoicing details are promptly and accurately reflected in both Paysley and QuickBooks Online. This feature is especially beneficial for businesses that rely on real-time data accuracy, offering a single, unified view of their financial and inventory statuses.
Although Paysley handles the transactions, the integration guarantees that every transaction’s financial impact is accurately recorded and reported back to QuickBooks Online. This ensures that all payment activities processed by Paysley are carefully logged and reflected in QuickBooks Online’s financial records.
Important Notice for QuickBooks Users!
We strongly recommend using Paysley directly to create and manage your invoices. Paysley is a comprehensive invoicing and payments platform and NOT an alternative payment gateway for QuickBooks. Connecting Paysley solely as a payment processor for QuickBooks will result in frustration. To ensure a smooth experience, always use Paysley itself to create and send invoices to your customers.
Steps to Connect Your QuickBooks Online Account with Paysley
Connecting your QuickBooks online account with Paysley will establish a two-way synchronization.
Follow these simple steps to connect your Quickbooks online account with Paysley. Log in to your Paysley dashboard at https://merchant.paysley.com/en/home/login.
Step 1: Click on your email address at the top right of your screen. Then, select ‘Integration’ to access the available integration options.
Step 2: Click the QuickBooks Connect button. A ‘Data Source Confirmation’ pop-up will appear. Click ‘Yes’ to confirm the data. You will then be automatically directed to the Intuit Login Page.
Step 3: On this Intuit Login Page, enter your login credentials, including your email or user ID and phone number. You can also tick the ‘Remember Me’ button. Click the Sign-in button. Exercise some patience while your Paysley account synchronizes with your QuickBooks account. As soon as the connection is ready, you will be directed to a final confirmation page.
Step 4: Click the ‘Connect’ button to confirm the connection. A connection bar will pop up where you can select the accounts you use in QuickBooks to manage your inventory assets, income, and expenses.
Step 5: Select the desired accounts from the drop-down menu. After selecting your desired accounts, click the ‘Synchronize’ button. Your Paysley and QuickBooks accounts are now connected.
Step 6: To ensure that all payments received using Paysley are recorded in QuickBooks, click ‘Advanced Settings’ to open your sync configuration. Toggle the payment data switch to ‘Yes.’
Step 7: Select the QuickBooks bank or asset account you want the payment to reflect. Click the ‘Save’ button to complete your setup.
Now that your Paysley and QuickBooks accounts are connected, you can continue adding, editing, or deleting customers and inventory in both Paysley and QuickBooks. The data will automatically synchronize.
When creating invoices directly in Paysley, you can select either the Save or Save & Send option. However, if you’re creating an invoice through QuickBooks, it’s crucial that you only select Save. After saving in QuickBooks, navigate to Paysley to send the invoice. Sending the invoice directly from QuickBooks will result in customers receiving two separate invoices—one from QuickBooks and another from Paysley—which can lead to confusion.
If you have any questions or concerns, feel free to contact us via [email protected].