“How do I synchronize my order information with QuickBooks (by Intuit) ?” |
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Short Answer:Generally speaking, it is important to understand that there are various ways to synchronize with QuickBooks, in regards to order data, and processing credit cards. - Downloading data from your gateway into QuickBooks; and downloading your exported orders from the cart.
- As a side note, Intuit (the makers of QuickBooks) informed us that newer versions of QuickBooks have the ability to process credit cards directly through QuickBooks. We are not qualified to detail more of how this feature works. Please consult your QuickBooks guide, or contact them.
Detailed Explanation: - Within your QuickBooks software (version 2005 and newer) there is a feature to download transactions from your gateway. This is called “terminal payment download.” This will work with any merchant account, and will download a copy of all credit card processing activities. When using this feature, it will ask you for your merchant number, etc…
Many people have asked if we will integrate the cart with QuickBooks. Intuit has validated our statement that the gateway/merchant account is the ultimate transaction authority, and trying to integrate the cart directly with QuickBooks leaves more room for errors in most cases (compared to other approaches). For example, if you log into your gateway, and run a credit card there, or refund a card there, then there is no way the shopping cart would know of it. Therefore, updating your QuickBooks from your merchant account is the best approach to our knowledge. On the other hand, stores that accept online checks, money orders, etc… none of this data will be passed to the gateway, so downloading these orders from the shopping cart may be required. You can export your orders from the manager, and then import them into QuickBooks. You will need to refer to QuickBooks to learn how to import an Excel, or CSV file.
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