Sync Cin7 Pay fees and payouts to QuickBooks Online

Sync Cin7 Pay fees and payouts to QuickBooks Online

Overview

Cin7 Pay creates transactions for payment fees and payouts. You must sync these transactions from Omni to QuickBooks Online as manual journals for reconciliation.

Sync fees and payouts

  1. From the Accounting menu in the navigation, open your QuickBooks Online dashboard.

  2. Open the Sales > Fees and payouts tab.

  3. Either:

    1. Select the fee(s) and payout(s) to sync, or

    2. Select the checkbox in the header to select all fees and payouts

  4. Click Upload.

You’ll receive a notification if any transaction fails to sync. Find and fix it on the Errors > Fees and payouts tab and then re-sync.

Payment fees credit your clearing account and debit your payment fee expenses. Payouts credit your clearing account and debit your bank. Find out about reconciliation.

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