Configuring Quickbooks

Connecting QuickBooks to DepositFix

1. Log in to your DepositFix dashboard.

2. Navigate to Settings > Integrations.

3. Click QuickBooks Integration.

4. Select Connect to QuickBooks.

5. A new window will open prompting you to log in to QuickBooks.

6. Sign in with your QuickBooks Online credentials and select your company.

7. Grant permission for DepositFix to access your QuickBooks data.

8. Once connected, you’ll see a confirmation message in DepositFix.

Configuration Options

1. Accounts Mapping – Map DepositFix payment items to the correct QuickBooks income accounts.

2. Customer Sync – Choose whether to automatically create new customers in QuickBooks when they are added in DepositFix.

3. Transaction Sync – Decide whether transactions should sync in real time or via daily batch updates.

Testing the Integration

1. Process a test payment in DepositFix.

2. Check QuickBooks to confirm the transaction appears under the correct account.

3. Verify customer details are synced.