Payment portal and QuickBooks Online

Payment portal and QuickBooks Online

Overview

The Cin7 Omni Payment Portal configuration for QuickBooks Online lets you:

  • Push payment portal payments, attached to a Sales through to QuickBooks Online.

  • Record gateway transaction IDs against payment portal payments pushed to QuickBooks Online.

  • Mark invoices as Paid in QuickBooks Online once the full payment is recorded by the payment portal.

Connect Cin7 Omni to QuickBooks Online

Before configuring  Online to work with the Payment Portal, you will need to connect Cin7 Omni to QuickBooks Online.

After connecting Cin7 Omni to QuickBooks Online, it's a good idea to get your respective classes, tax rates, and accounts from QuickBooks Online.

  1. You can do this while logged in as an Administrator by selecting your username in the top right-hand corner, and then Settings.

  2. From the Accounting menu, select Get Classes, Tax Rates and Accounts (for QuickBooks Online).

Configure the integration

Setup payments account in QuickBooks Online

The first step is to add a Payments Account to your Chart of Accounts in QuickBooks Online. Enter the components of your Account:

  • A Current Assets Account Type (If you didn't specify the account type, payments will go into a default Undeposited Funds account)

  • A Detail Type of Other Current Assets

  • Name

The Name of your account must contain the word Cin7 in order for the Cin7 Omni QuickBooks Online Setup to pick up the Payment Portal account.

Add payments account to Cin7 Omni

  1. While logged in as an Administrator, from the left navigation, select Accounting, then QuickBooks Online.

  2. From right, select the gear icon.

  3. Go to the Settings tab.

  4. From the Default Accounts tab, select the Payments account name that you created in QuickBooks Online.

  5. Select Save Settings.

Import payments to QuickBooks Online

There are two ways to import payments into QuickBooks Online.

Import all payments at the same time

This method will import all payments at the same time. This is the quickest way to import all payments.

  1. From the left navigation, select Accounting, then QuickBooks Online.

  2. Go to the Sales tab.

  3. Select Customers, choose all checkboxes and select Upload All to update or import any new contacts.

  4. Select Invoices, choose all checkboxes and select Upload All to update or import any new invoices.

  5. Select Payments, choose all checkboxes and select Upload All to import the Payment Portal Payments.
    A confirmation will notify you if all payments have been imported successfully.

Imported payments will be attached to invoices in QuickBooks Online.

Import individual payments

You may wish to only import one payment at a time. To do this:

  1. From the left navigation, select Accounting, then QuickBooks Online.

  2. Go to the Sales tab.

  3. Select Customers.

  4. Select customers that you wish to import.

  5. Select Upload Selected to update or import the selected contacts.

  6. Select Invoices.

  7. Select invoices that you wish to import.

  8. Select Upload Selected to update or import the selected invoices.

  9. Select Payments.

  10. Select payments that you wish to import.

  11. Select Upload Selected to import the selected payments.
    A confirmation will notify you if all payments have been imported successfully.

Imported Payments will be attached to invoices in QuickBooks Online.

Your Sales Orders have to be imported to QuickBooks Online first, in order for the Payment Portal payments to be eligible for import.

FAQs

Is it possible to automate payment imports?

No. Manually selecting the button adds a level of scrutiny that encourages recommended good accounting practice.

Where can I collectively see a list of Payment Portal payments on QuickBooks Online?

While logged in to your QuickBooks Online account, on the left navigation, select Reports. You can then filter by the name of the Payments Account you created and access a report that details all the payments that have been imported from Cin7 Omni's QuickBooks Online module.

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