Option 1: In order to check details of the synchronization and see what was created in your QuickBooks/Xero by the app, please click Show details under the green Synced status.
- You will be able to open the initial transaction from your Stripe/PayPal/Square/Shopify/etc using Txn ID link.
- “Show in QB/Xero” links will open an entity created on your QuickBooks/Xero end.
You can simply click “View connected Bank Register in QB” to open the list of transactions from the clearing account in Chart of Accounts. This account will contain any transaction created by the app in one place.
Option 2: Alternatively, you can look for the results of the synchronization directly in QuickBooks on the clearing account in your Chart of Accounts in QuickBooks/Xero. The clearing account will be called “Payment_Processor Bank Account” (for Stripe it will be “Stripe Bank Account”, for PayPal – “PayPal Bank Account” and so on) and this account will contain any transaction created by the app in one place.
Do you have any questions? We would love to hear from you. Contact us via our in-app chat to start a conversation or send an email to the address specified in the footer of this page.