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.
![Screen Shot 2021-08-23 at 3.44.40 PM.png 883](https://files.readme.io/b610730-Screen_Shot_2021-08-23_at_3.44.40_PM.png)
Step Two
Next, confirm activation and agree to any fees displayed by clicking “Ok.”
![Screen Shot 2021-08-24 at 11.39.38 AM.png 713](https://files.readme.io/7d07b17-Screen_Shot_2021-08-24_at_11.39.38_AM.png)
Step Three
If you are not actively logged into QuickBooks, you may be presented with the following Intuit login screen.
![Screen Shot 2021-08-24 at 11.45.16 AM.png 513](https://files.readme.io/a9bf7af-Screen_Shot_2021-08-24_at_11.45.16_AM.png)
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.
![Screen Shot 2021-08-24 at 11.48.46 AM.png 2006](https://files.readme.io/d4e4270-Screen_Shot_2021-08-24_at_11.48.46_AM.png)
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.
![Screen Shot 2021-08-24 at 11.54.43 AM.png 500](https://files.readme.io/2d9435e-Screen_Shot_2021-08-24_at_11.54.43_AM.png)
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.
![Screen Shot 2021-08-24 at 12.00.08 PM.png 2246](https://files.readme.io/bb7f13b-Screen_Shot_2021-08-24_at_12.00.08_PM.png)
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.
![Screen Shot 2021-08-24 at 12.12.55 PM.png 2243](https://files.readme.io/3cea969-Screen_Shot_2021-08-24_at_12.12.55_PM.png)
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.
![Screen Shot 2021-08-24 at 12.17.24 PM.png 2242](https://files.readme.io/027bc61-Screen_Shot_2021-08-24_at_12.17.24_PM.png)
Video
To review a video of these instructions, click below.
Updated almost 3 years ago