QuickBooks Online is a tool commonly used by SMEs to manage their businesses. The main focus of integration is to ease Bookkeeping activities and double-entry across PodiumIO and QuickBooks
Our QuickBooks integration allows you to sync the following transactions from PodiumIO to your QuickBooks Online (QBO) account:
When a payment is captured, we send the payment to QBO as a Sales Receipt
When a payment is refunded, we send the charge reversal to QBO as a Refund
Quickbook help series will cover the below topics
How it Works
👉 How customers are mapped?
Please note - Customers only get created/matched when needed, upon the first charge to the customer.
Case 1. If a customer is created in PodiumIO that never existed in QuickBooks.
What Happens? When you charge or refund a customer, a new customer will be created in QuickBooks with name, email address, phone no. and billing address.
Case 2. If a customer already exists in QuickBooks, PodiumIO will look to match their Email address. Make sure that you use the same email address for the customer in both accounts to sync the information correctly.
Also, please note QuickBooks doesn't allow to create two different customers with the same first name & last name. Your customer's name should be unique for QuickBooks to create & map the correct data.
👉 Syncing payments captured
When you capture a payment, PodiumIO does the following:
Checks if the Customer associated with the transaction is linked to QuickBooks yet. If it is not, a new QuickBooks customer record is created and linked to the customer in PodiumIO. (Based on the integration settings you choose)
Since these transactions represent a payment that was collected from the customer, a Sales Receipt is created in QuickBooks and is linked to the transaction in PodiumIO.
You may now view the sales receipt for this transaction in your QBO account by going to Transactions > Sales.
👉 Syncing Refunds
The process for syncing refunds is very similar to how charges/payments are synced. The main difference is that a Refund appears in QuickBooks instead of a sales receipt.
What happens next? Start Integrating QuickBooks with PodiumIO
Frequently asked questions
👉 If I make changes in my QuickBooks account, are the changes automatically synced back to PodiumIO?
No. PodiumIO’s QuickBooks integration only performs “one-way” sync to QBO. This means that once a customer profile in PodiumIO is linked to a record in QBO, then changes in PodiumIO will overwrite the record in QBO and not the other way round.
👉 Will changes I make in PodiumIO overwrite data in my QuickBooks account?
Yes, this is possible. Because PodiumIO performs “one-way” sync to QBO, if a customer profile in PodiumIO is already linked to a record in QBO, then changes in PodiumIO will overwrite the data in QBO.
👉 How are customers created in QBO after I connect PodiumIO?
Customers only get created upon the first payment or refund to the customer. Then the regular information sync happens when needed.
👉 Can I have customers with the same first & last name?
QBO does not support more than one customer with the first and last name. Customers are matched by email address first, then first/last name.
👉 What if I don't have a billing address for a customer?
In QBO, the billing address is the PodiumIO customer’s billing address. If the billing address is not set, the personal address is used. All Sales Receipts and Refunds will use the QBO’s billing address.
👉 What happens if I haven’t used PodiumIO for a while?
There is a real possibility that QBO will deny any interaction due to inactivity. PodiumIO will detect a connection problem and notify the operator by email. QBO Integration connect must be re-established.