Connect QuickBooks to 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

Third Party Application slide-out modal will appear.

Settings should be as follows:

• Application should be set to Quickbooks.
• Location should be set to the specific location you would want your QBO be connected with
• If you want your records to automatically sync to QB and vice versa after integrating to QuickBooks, switch the Sync Data Once Connected Successfully.
• Switch the Enable this integration to turn on the QuickBooks integration to the selected Location. 

Step 5

Click Submit button. Notification We are connecting you to Quickbooks. Please do not reload or close the browser. is displayed on top of the form. 

Click OK on the Success modal. Do not reload nor close the browser.

Step 6

If you are not yet logged in to your QuickBooks account, the app will send you off to QuickBooks Online to authenticate your access. Otherwise, proceed to Step 8

Step 7

Follow the steps on the screen for logging in to the Quickbooks Online account.

Step 8

If you are already logged in to your QuickBooks account, confirm connection by clicking the Connect button.

Step 9

Payments Manager+ will authenticate QuickBooks connection and you will be redirected back to the merchant portal. 

Step 10

Congratulations! Your QBO Account is now connected to your PM+ Account on a specific location.

If the Sync Data switch is on, wait for it to finish.