OCC & PaySimple: Understanding Quickbooks Payments Sync

Payments processed with PaySimple are synced with QuickBooks Online in real-time. No waiting for 15-minute increments or until the next morning to see your PaySimple Transactions in QuickBooks Online.

The Basics 

• Only transactions created after the integration has been enabled will sync to QuickBooks Online.  Historical payments will not be synced.
• The sync is one way.  Payment data will only sync from PaySimple to QuickBooks Online. 
• Transactions that sync to QuickBooks Online integration be tied to your linked Customer.

Payment Syncing Behaviors 
 

• Payments will not be synced to QuickBooks until they Settle. Read more about funding time for Credit Card and ACH payments.
• If a payment does not settle (i.e. it returns or fails), then a transaction will not be synced to QuickBooks Online. 

• If a payment is refunded in PaySimple that has previously been synced to QuickBooks Online, PaySimple will do two things to help keep your records accurate:

1. 1. Delete the original transaction in QuickBooks Online
   2. Create a Refund Receipt in QuickBooks Online

• If you refund a payment that was settled prior to enabling the integration, then no syncing will occur

• At this time, if a payment is Chargedback by your customer, that data will not sync to QuickBooks Online.  You will need to manually reconcile these transactions.

Reviewing Sync History​

• To confirm a payment has synced successfully, go to the App Center and select Manage in the QuickBooks Online box.
• On the Overview tab, you can review transactions that have been succesfully synced. 
• Click the Action button on the right side to View Sync Details or View in QuickBooks Online.