1. I have already subscribed to DataSync. Do I need to sign up for QuickBooks Online again?
Yes, you will need to resync with QuickBooks Online. Due to security issues, the Datasync app is not currently syncing transaction data between QB Online and Poynt. In order to restart the transfer, you will need to unsubscribe from your DataSync app and use QBO through Accounting Sync.
2. I tried to set up account sync for QuickBooks Online, but I didn't see any transactions come through.
- Confirm that you're QBO credentials are correct and you're logged into the right account
- Try running the sync again
- If it still doesn't connect, reach out to support@poynt.com with your business name and MID (merchant ID).
3. I tried to set up Account Sync for QuickBooks Desktop, but I didn't see any transactions come through.
QB Desktop application is currently only available for Windows. If you are on a Windows machine, and still having issues with setting up the sync,
- Confirm that your QB Desktop credentials are correct and you're logged into the right account
- Re-download the web connector, which will generate a new passcode, and sync again
- If it still doesn't connect, reach out to support@poynt.com with your business name and MID (merchant ID).
4. Is there a fee for QuickBooks?
Both QuickBooks Desktop and Online syncs are included in the Advanced or Premium plans; or you can subscribe to them a la carte $10/per month/per business.
This is separate than the fees that QuickBooks charges for their Desktop and Online products.
5. I do not see new transactions imported into QuickBooks Desktop.
In the rare instance that you don't see new transactions imported into QuickBooks Desktop, resync the QB Web Connector. Open the web connector from QuickBooks Desktop application, check the integration and click "Update Selected".
If transactions still are not showing up, reach out to support@poynt.com with your business name and MID (merchant ID).
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