Sync payments to QuickBooks Online

Overview

When you receive a payment through Cin7 Pay or the payment portal, it is automatically recorded against the sales order.

To simplify reconciliation, you can sync these payments from Omni to QuickBooks Online. When a payment is synced, QuickBooks Online creates a transaction that:

  • Credits your accounts receivable
  • Debits your clearing account

Once the payment is deposited into your bank account, QuickBooks Online credits your clearing account, completing the transaction flow.

Set up payment sync

  1. From the Accounting menu in the navigation, open your QuickBooks Online integration.
  2. Open Settings.
  3. Open the Settings tab.
  4. Under Default Accounts, set Payments to your clearing account.
  5. Click Save Settings.

Payments will credit this account when synced to QuickBooks Online.

Sync payments

To sync a payment to QuickBooks Online, you must first sync the related invoice. The payment will only be available for syncing after the invoice has been synced.

  1. From the Accounting menu in the navigation, open your QuickBooks Online integration.
  2. Open the Sales > Payments tab.
  3. Select the payment (or all payments).
  4. Click Upload.

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