QuickBooks® SyncPay

QuickBooks® SyncPay

Process Credit Card Payments Using QuickBooks®

Challenge

QuickBooks Merchant Processing to Accept Credit CardsMerchants using QuickBooks® are forced to make double-entries when completing a transaction. For example, when a merchant processes a payment outside of QuickBooks®, it takes two steps to complete the transaction:

  1. Process the transaction with a gateway.
  2. Enter the transaction manually in Quickbooks®.

This "double-entry" is time-consuming and inefficient.

Solution

With QuickBooks® SyncPay, merchants can process the gateway transaction, create an appropriate accounting entry and automatically mark the transaction as paid without ever leaving the QuickBooks® environment.

QuickBooks® SyncPay Plug-In provides support for payment processing from directly within QuickBooks Pro®, QuickBooks Premier®, and QuickBooks Enterprise® (Version 2007+).

This QuickBooks® Credit Card Processing Plug-In allows merchants to pay invoices, generate sales receipts, process batch transactions, and view batch reports without ever leaving QuickBooks®. Additionally, merchants can process multiple payments against open invoices at the touch of a button. SyncPay also includes support for processing card present swiped transactions after attaching an approved card reader.

The following tutorial demonstrates the installation and functions of SyncPay:

Retail, Internet & Mobile Credit Card Processing and ACH Supported!

Key Features
  • Works directly within QuickBooks®
  • Allows merchants to pay invoices
  • Generates sales receipts
  • Processes batch transactions
  • Generates batch reports
  • Allows multiple payments against open invoices
  • Supports card present transactions
  • Supports end-to-end encryption
  • Compatible with QuickBooks® Pro, QuickBooks® Premier and QuickBooks® Enterprise

Frequently Asked Questions

Which versions of QuickBooks does SyncPay support?

CyoGate SyncPay supports QuickBooks Pro®, QuickBooks Premier®, and QuickBooks Enterprise® — versions 2007 and newer. It does not currently support QuickBooks Online (the browser-based version). If you use QuickBooks Online, you can still use CyoGate's payment gateway alongside it via manual export or API integration.

Can I process card-present (swiped) transactions through SyncPay?

Yes. SyncPay supports card-present swiped transactions when used with an approved magnetic stripe reader connected to your PC. This means you can process both card-present (retail) and card-not-present (phone, mail, invoice) transactions from the same QuickBooks interface.

Does SyncPay support eCheck / ACH payments?

Yes. SyncPay supports both credit card and eCheck/ACH processing, so you can collect bank payments directly from QuickBooks alongside credit card transactions.

Is there a separate fee for SyncPay?

SyncPay is available as an add-on to CyoGate gateway accounts. Contact us for current pricing — it's typically a small monthly add-on fee relative to the time savings from eliminating manual double-entry.

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