Activation Guide
Step One
The QuickBooks tile may be found within “Apps” on the left-hand navigation of MX™ Merchant. To activate QuickBooks, click “Activate” on the left-hand menu.
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Step Two
Next, confirm activation and agree to any fees displayed by clicking “Ok.”
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Step Three
If you are not actively logged into QuickBooks, you may be presented with the following Intuit login screen.
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Step Four
Next, you will be prompted to authorize the “Symmr” application for your QuickBooks company. Please note the multi-company prompt/dialog box will only appear for users that have access to a multi-company account.
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Step Five
After authorization is complete, you will be redirected to MX™ Merchant, and a green banner will appear indicating the application is successfully installed.
Payment data, once settled, will sync within 24 hours along with customer and invoice data.
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Step Six
You may view the details of the synced data in MX™ Merchant by choosing “Settings” from the left-hand navigation and then QuickBooks. Choose the appropriate month and the record Id, record type (customer, payment, or invoice), Sync Date, Sync Status, and a message, if applicable, will be displayed for each record and by month.
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Step Seven
The Sales, All Sales module in QuickBooks will show the synced data from MX™ Merchant including Date, Type, No, Customer, Memo, Due Date, Balance, Total, Status, and Action.
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Step Eight
If a customer was not added or is not associated with the payment, the customer will be listed as “Default Customer MXM,” as shown below.
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Video
To review a video of these instructions, click below.
Updated over 3 years ago