The following information is regarding our QuickBooks Online Lite Sync. For information on our QuickBooks Online Pro Sync, follow this link!
Alternative Method: Transaction Export and Import
Our spreadsheet export feature will allow you export the transactions and can be used with software such as Transaction Importer Pro and Verosa to import data exactly as needed into Quickbooks Desktop or Online editions.
Enabling QuickBooks Online Integration
QuickBooks Online Integration is only supported inside of Omni. Follow these steps below once logged into Omni.
- Log into Omni and select APPS from the mail toolbar
- Select QuickBooks Online Sync
- Select Open
- Choose Enable Sync Lite
- Select Confirm
- Log in to your QuickBooks Account (if prompted)
- Choose to Auto Sync or manually upload transactions into your QuickBooks Online Account
Frequently Asked Questions
What kind of setup is involved in your standard integration?
Please follow the setup under "ENABLING QUICKBOOKS ONLINE INTEGRATION." Once completed, it will be directly linked to the UNDEPOSITED FUNDS account. If you need these to be synced to a different account, please reach out to your Fattmerchant account manager.
What level of detail does your integration provide in the transfer of the data to QuickBooks?
The standard integration creates a sales receipt for every payment, void, and refund. The details of sales receipts include a Fattmerchant Customer ID, Date, Transaction memo, Transaction ID, and the Customer's Name. These will be organized under a Fattmerchant Customer File, so do not duplicate any customers you may already have in QuickBooks.
How does the business owner match up the credit card payments from your system with their outstanding customer invoices?
Fattmerchant users are not required to use QuickBooks Invoice. Our platform is a complete standalone online invoice and billing solution and can help the business owner leverage a user-friendly dashboard showing insights into the health of their business, and track when invoices are viewed or outstanding. We also allow customers to add their own payment methods on file for future re-billing and to pay online while matching their payment to our invoices.
If you still would like to use QuickBooks Invoices, our website payment link can be embedded in your invoice. These will typically be auto-matched by the QuickBooks reconciliation feature since Fattmerchant does gross deposits.
What if I want custom integration to transfer invoice and customer data into the fields I specify?
For merchants needing a more advanced integration with QuickBooks Invoicing specifically, we recommend leveraging our compatible integration with Zapier where you can create custom integrations such as 1) Import customers and attach sales receipts automatically into Quickbooks when they are created in Fattmerchant, or 2) Create Quickbooks Invoices with line item support when invoices are sent in Fattmerchant.
What if I have QuickBooks Desktop edition?
Businesses leveraging our full billing and payment solution with QuickBooks Desktop can still use the built-in bank reconciliation feature for capturing the daily revenue in QuickBooks.
If you still want to use QuickBooks Invoices, our website payment link can be embedded in your invoice. These will typically be auto-matched by the QuickBooks reconciliation feature since Fattmerchant does gross deposits.
Custom importing leveraging our export to spreadsheet feature can also be used with software such as Transaction Importer Pro to pull transactional fields exactly as needed.
How does the information that you transfer over to QuickBooks match up with how the credit card deposits are made to the bank account?
Fattmerchant offers next-day funding and gross deposits on transactions for all our customers. Since we don't take out fees the deposits will be auto-matched with the Sales Receipts or Invoices made during business hours for the prior day.
For businesses with a high quantity of transactions, reconciling a deposit from us is as simple as adding all sales receipts to a deposit at the end of the day.
If you have any further questions or need additional assistance, you can call our Support Team at 1.855.550.3288 or email firstname.lastname@example.org.