Paysley has developed an integration with QuickBooks Online that offers a secure, efficient, and streamlined connection. This connection utilizes the OAuth connect process, which provides the highest standards of security. It ensures that sensitive financial data is safeguarded, and user confidentiality is maintained. Once the connection is established, the integration offers a bi-directional synchronization that maintains consistency and accuracy across both platforms. This synchronization ensures that any changes or updates made to customer profiles, inventory items, or invoicing details are promptly and accurately reflected on both Paysley and QuickBooks Online. This feature is particularly beneficial for businesses that require real-time data accuracy. It offers a single, unified view of their financial and inventory statuses.

Despite Paysley managing the transactions, the integration ensures that the financial footprint of every transaction is accurately captured and reported back to QuickBooks Online. This means that all payment activities processed by Paysley are meticulously logged and reflected in QuickBooks Online’s financial records.

The Paysley and QuickBooks Online integration is a sophisticated, secure, and intelligent solution. It streamlines operations, enhances accuracy and offers a seamless financial management experience. It ensures that businesses can focus on growth and customer satisfaction, trusting that their financial data is synchronized, secure, and systematically managed.

Connecting your QuickBooks online account with Paysley will establish a two-way synchronization.

To connect your Quickbooks online account with Paysley, follow these simple steps. Log in to your Paysley dashboard at https://merchant.paysley.com/en/home/login.

Step 1: Click on your email address at the top right of your screen. Then, select ‘Integration’ to access the available integration options.

Step 2: Click the QuickBooks connect button. You’ll see a pop-up of a 'Data Source Confirmation. Click 'Yes' to confirm the data. You will be automatically directed to the Intuit Login Page.

Step 3: On this Intuit Login Page, enter your login credentials. This includes your email or user ID and phone number. You can also tick the 'Remember Me' button. Click the Sign-in button. Exercise some patience while your Paysley account synchronizes with your QuickBooks account. You will be directed to a final confirmation page as soon as the connection is ready.

Step 4: Click the 'Connect' button to confirm the connection. A connection bar will pop up where you can select the accounts you use in QuickBooks to manage your inventory assets, income, and expenses.

Step 5: Select the desired accounts from the drop-down menu. After selecting your desired accounts, click the 'Synchronize' button. Your Paysley and QuickBooks accounts are now connected.

Step 6: To ensure that all payments received using Paysley are recorded in QuickBooks, click 'Advanced Settings' to open your sync configuration. Toggle the payment data switch to 'Yes.'

Step 7: Select the QuickBooks bank or asset account you want the payment to reflect. Click the 'Save' button to complete your setup.

Now that your Paysley and QuickBooks accounts are connected, you can continue to add, edit, or delete customers and inventory in both Paysley and QuickBooks. The data will automatically synchronize.

When you use Paysley to send invoices to your customers, it will include an easy and convenient payment option. Select the 'Save' button in QuickBooks when you create the invoice in QuickBooks, and Paysley will automatically email your QuickBooks invoice to your customer. Payment is confirmed in both Paysley and QuickBooks.

If you have any questions or concerns, feel free to contact us via support@paysley.com.