How to Set Up QuickBooks Online Sync in SwipeSimple

How to Set Up QuickBooks Online Sync in SwipeSimple

If you're spending time on manual data entry, there's a better way. QuickBooks Online Sync is a SwipeSimple add-on that automatically syncs your transactions to QuickBooks Online so you can spend less time on reconciling your books and more time running your business.

What is QuickBooks Online Sync?

‍QuickBooks Online Sync is a $19.95/month add-on available in the SwipeSimple App Marketplace. Once connected, it syncs your SwipeSimple transactions to QuickBooks Online, making reconciliation and tax prep a lot easier.

Getting Connected

‍Start by subscribing in the App Marketplace section on your web dashboard, then sign in to your QuickBooks Online account to authorize the connection. The setup wizard walks you through everything step by step.

Configuring Your Settings

‍During setup, you'll choose how you want transactions recorded – including your deposit account, income account, and how items and customers are matched between the two systems.

Setting Up Invoice Tracking

‍If you use invoices, you can choose how they're managed – whether SwipeSimple handles them, QuickBooks Online handles them, or you skip invoice tracking altogether.

You're Ready to Sync

‍Once setup is complete, syncing is just a click away. Head to App Marketplace, select QuickBooks Online Sync, and tap Sync Now.

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