Automatically Sync QuickBooks to Payments Manager+ – Payment Manager+

What is Third Party App Configuration?

Third Party App Configuration is where merchants adds a third party application to the website to link and sync information to improve functionality and payment processing, measure performance and gather data for a more interactive website user experience.

What is QuickBooks?

QuickBooks is best known as a bookkeeping software which allows you to track financial functions such as income, expenses, customer expenses and manage inventories in real-time and be able to fulfill tax obligations hassle-free.

What data are being synced?

From QuickBooks to Payments Manager+:

▸Items and Services, Customers and Invoices will all be synced to Payments Manager+.

From Payments Manager+ to QuickBooks:

▸If customer is from QuickBooks database, all successful payments made in Payments Manager+ will be synced to QuickBooks.

Link QuickBooks on Payments Manager+

This user manual follows MyAccount format for the navigation side menu. Please contact Support (Heartland Support / Payments Manager+) to enable/disable MyAccount format.

Step 1

From the Metrics Dashboard, go to Settings and select Configuration.

Step 2

Go to Third Party Configuration tab.

Step 3

Click Connect a Third Party App button.

Step 4

Integrate Third Party Application slide-out modal will appear.

Enable this Integration is switched ON by default. This is switched ON to successfully connect Third Party Application to Payments Manager+ merchant portal.

Step 5

Select location from the dropdown menu.

Step 6

To automatically sync data after successful connection to QuickBooks, toggle Sync Data Once Connected Successfully switch button ON.

*If you wish to learn how to manually sync QuickBooks to Payments Manager+, click here.

Step 7

Click Submit button.

You will receive a success message if the Third Part Configuration has been saved.

Step 8

Click OK.

NOTE: Do not close or reload the browser as the portal will redirect you to QuickBooks.

Step 9

If you are not yet logged in to your QuickBooks account, the app will send you off to QuickBooks website to authenticate your access.

Step 10

Once you have logged in to your QuickBooks account, you will be asked to confirm the connection of Payments Manager+ merchant portal to QuickBooks. Click the Connect button.

Step 11

After successful integration, Payments Manager+ will authenticate QuickBooks connection and you will be redirected back to the merchant portal with the successfully added application viewable from the list.

*To learn how to disconnect QuickBooks, click here.