Poynt is a groundbreaking open commerce platform that has empowered merchants and businessmen with software and services to transform their business into a big success. Poynt has rejuvenated the omnipresent payment terminal into a connected and multipurpose device that runs third-party applications.
quickbooks poynt integration|How to integrate Quickbooks with poynt?
Integrating QuickBooks with Poynt can help streamline your financial transactions and keep your business records up to date. Here's a general guide on how to do it:
Step 1: Set up Poynt Account
Sign up for a Poynt account if you haven't already.
Log in to your Poynt account and navigate to the dashboard.
Step 2: Enable QuickBooks Integration
In the Poynt dashboard, go to "Apps" or "Integrations."
Look for the QuickBooks integration and click on it.
Follow the instructions to enable the integration.
Step 3: Connect QuickBooks Online
You will be prompted to connect your QuickBooks Online account.
Enter your QuickBooks Online login credentials and authorize Poynt to access your QuickBooks data.
Step 4: Configure Integration Settings
Once the integration is enabled, you may need to configure some settings.
Map your Poynt categories and accounts with QuickBooks Online categories and accounts.
Step 5: Sync Transactions
After setting up the integration, Poynt will automatically sync transactions with QuickBooks Online.
Sales, refunds, and other financial data from Poynt will be recorded in your QuickBooks Online account.
Step 6: Verify and Review Data
Check your QuickBooks Online account to ensure that the data from Poynt is accurately recorded.
Review the transactions and reconcile them if needed.
Step 7: Maintain Integration
Keep an eye on your integration settings and ensure that it continues to work smoothly.
If there are any updates or changes, follow the instructions provided by Poynt to maintain the integration.
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