Hi there, treksandbites.
To get the sales from the card reader into QuickBooks Online (QBO), we need to sync your QuickBooks Payment account. Here's how:
Step 1: Get ready to connect
- Refund any open transactions before you connect your accounts. You won't be able to refund transactions created before the date you connect your payments account.
- If you have recurring payments in Merchant Services, you need to delete them. Sign in to Merchant Services and disable any recurring payments before you start.
Step 2: Connect your Payments account to QBO.
- Sign in into QuickBooks Online as an admin.
- Go to Settings, then click Account and settings.
- Select Payments.
- In the Existing account section, select Connect or Link Merchant Service.
- Select the QuickBooks Payment account you want to connect to. Then hit Connect.
- Review the account info and make sure it's accurate. If everything looks good, select Connect.
- When the connection is done, sign out and sign back into QuickBooks Online.
For Steps 3 and 4, please click this link.
If you don't have the option to connect your QuickBooks Payments to QBO, you can reach out to our Payments Support.
Moreover, I'll drop this article to help you enter transactions directly to an account register: Manually add transactions to account registers in QuickBooks Online.
Hit the reply button in the thread if you have additional questions about syncing your QuickBooks Payments to QBO, and I'll get back to assist you. Take care!
