With your RPC premium subscription you're able to sync payment and customer data directly to a QuickBooks® Online account so a
Setting up the QuickBooks® Online integration
Navigate to your My Wallet page
Scroll to the bottom of the page and click "Install" in the QuickBooks Online section
Click "Connect to QuickBooks"
You'll be prompted to connect Stripe Sync by Acodei to QuickBooks (Intuit). Click "Connect" (Acodei is a trusted RPC partner and you may receive an email from them, feel free to disregard)
Sign in using your QuickBooks (Intuit) login credentials. Note: if you haven't verified your email address with QuickBooks, you'll need to do so before proceeding
Select the bank account where payments are deposited
Select the way your payments are categorized (for instance, "event planning income")
Select the bank account where refunds are pulled from
Click "Sync"
If you've processed payments with RPC, you'll see examples of recent payments. Review and ensure you recognize the payments. Click "Looks Good".
If you don't see payment examples, it's most likely because you haven't processed payments with RPC. Click "Skip step" to proceed.
What information syncs from RPC to QuickBooks®?
The following data points are pushed to QuickBooks®:
Customer Name
Installment Name
Invoice Name
If you don't recognize a customer name in QuickBooks® it is likely because someone other than the client on the invoice made the payment. Clients may forward invoices so someone other than the recipient may be the one making the payment.
Do payments processed before I set up the QuickBooks integration in RPC show up?
No. Only RPC payments processed after you sync your account will show up in QuickBooks®. To import historical payment information, export your "Pay To Account History" from your Reports page.
Do Quick Payments in RPC show up in QuickBooks®?
Yes. All quick payments will populate in QuickBooks®
Viewing RPC payment data in QuickBooks®
Once you've integrated your QuickBooks® account in RPC, payments will automatically populate in QuickBooks® reports.
In QuickBooks® from your left side menu, click on "Sales and Get Paid" then "Sales Transactions". You should see all online payments processed via RPC in your list of transactions.
Note: Offline transactions (check, cash, and payments not processed via RPC) will not be pushed to QuickBooks®. You're able to export your "Offline Transactions" and upload manually into QuickBooks. Offline Transaction information here.