Manually Sync QuickBooks to Payments Manager+

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Step 1

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

Step 2

Go to Third Party Configuration tab.

Step 3

Once you are connected to QuickBooks, view the Third Party Configuration App details by clicking the eye icon (👁).

Step 4

Update Third Party Application slide-out modal will appear.

Step 5

To manually sync data click the Sync button.

*Click here to learn how to automatically sync QuickBooks.

Step 6

You will receive success prompts as shown above if sync has been successful.

Step 7

Click OK.