QuickBooks Online allows merchants to export transactions and orders from Poynt to QuickBooks. Features include automated daily syncs, as well as the ability to choose a past date to start syncing your transactions from. All data is synced with Order & Product item information from the Poynt Register & select 3rd party apps (ie RocketTabs, POS-n-Go).
NOTE: Make sure your QuickBooks Online account is set up and an Income Account is created and assigned before starting the sync. Click here to see steps on creating your Income Account in QuickBooks Online.
Step 1: Log into your Poynt.net account and visit the “Accounting” page. Click on the Connect button next to QuickBooks Online.
Step 2: Sign in into your QBO account in the pop-up.
Step 3:. Click Connect to finish the login process. This will now link your QBO account to your Poynt store.
Step 4: Next, you will be redirected to the mapping screen. This shows you how categories in Poynt map to the categories in QBO. Choose the chart account from the drop down menu for the Income Account category.
Step 5: Click on Test Sync on the bottom of the screen. This will send a few transactions to your QBO account.
Step 6: To verify the sync is successful, go to your QBO account and click on Sales tab on the left hand side. You should see transactions populated in the All Sales tab.
You'll also see "Poynt Customer" created. This is what all Poynt transactions will be associated with.
You can also see products, taxes, fees and discounts being synced in the Products and Services tab.
Step 7: Once you have seen data flowing through , go back to Poynt and click on “Yes, I verified”.
Step 8: Now that you've confirmed Poynt data is flowing through, it's time to sync your previous transactions. We recommend you sync transactions starting from 1 year prior.
The initial sync will take time, depending on how far back you choose to go. You can check the status of the sync by going back to the Accounting tab in Poynt HQ.
Now that the sync is completed, your transactions will be transferred to your QB Online account every day.
- QuickBooks Online is now available as part of the Advanced & Premium plan and also available for $10/per month/per business.
- This is in addition to the fees charged by QuickBooks for their Desktop and Online products.
- The Accounting Sync app is currently only available for US merchants. Canadian merchants should download and use the Sonic Sync app.