Sync Cin7 Pay surcharges to QuickBooks Online

Overview

Cin7 Pay creates transactions for surcharges collected on payments. You must sync surcharges from Omni to QuickBooks Online as invoices for reconciliation.

Before syncing, select the accounts required for your setup. If you don’t, Cin7 Pay transactions may fail to sync. See Reconciliation with Cin7 Pay and QuickBooks Online for the account requirements.

Sync surcharges

  1. From the Accounting menu in the navigation, open your QuickBooks Online dashboard.
  2. Open the Sales > Invoices tab.
  3. Either:
    1. Select the surcharge(s) to sync (the surcharge transaction type is “fees recovery”), or
    2. Select the checkbox in the header to select all surcharges and invoices
  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.

Surcharges credit either your surcharge or sales income account and debit accounts receivable.

Reconciliation with Cin7 Pay and QuickBooks Online

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