Configuring QuickBooks Online
Connecting QuickBooks Online to DepositFix
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Log in to your DepositFix dashboard.
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Navigate to Settings > Integrations.
- Click QuickBooks Integration.
- Select Connect to QuickBooks.
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A new window will open prompting you to log in to QuickBooks Online.
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Sign in with your QuickBooks Online credentials and select your company.
- Grant permission for DepositFix to access your QuickBooks Online data.
- Once connected, you’ll see a confirmation message in DepositFix.
Configuration Options
After connecting, you can configure:
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Accounts Mapping – Map DepositFix payment items to the correct QuickBooks Online income accounts.
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Customer Sync – Choose whether to automatically create new customers in QuickBooks when they are added in DepositFix.
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Transaction Sync – Decide whether transactions should sync in real time or via daily batch updates.
Testing the Integration
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Process a test payment in DepositFix.
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Check QuickBooks Online to confirm the transaction appears under the correct account.
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Verify customer details are synced.