Synchronized Fields Guide

Getting Started


MX™ QuickBooks Sync: Synchronized Fields GuideOnce the QuickBooks App has been activated in MX™ Merchant, MX™ Merchant automatically syncs transaction data into QuickBooks daily. Once settled, transaction data will sync to QuickBooks within 24 hours along with all customer and invoice data. Examples of each have been provided below to help you identify where the synced data may be reviewed in both MX™ Merchant and QuickBooks.


Payment Data


MX™ Merchant’s payments display a transaction of $0.01 for a QuickBooks Sync Test customer below:


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Once the payment has batched and synced, the payment will show as a payment in QuickBooks as shown for the QuickBooks Sync Test customer below:


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Customer Data


A new customer, QuickBooks Sync Test, will be added in MX™ Merchant as shown below:


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The customer may now be found in QuickBooks under Customers.


Synchronized Customer Fields


First Name

Email

Website

Address 1

Last Name

Phone

Billing/Shipping

Address 2

Company Name

Mobile

Name

City, State, Postal Code,
Country


Invoice Data


Invoices are marked for synchronization based on the date of creation or last edited. Invoices created in prior months will also be synchronized in the event that a payment or refund occurs in the current month being synchronized.


Synchronized Invoice Fields


Invoice Id

Billing

Shipping

Items

Customer Id

Email

Email

Description

Invoice Number

Name

Name

Unit Price

Invoice Date

Address Line 1

Address Line 1

Unit Quantity

Due Date

Address Line 2

Address Line 2

Line Discount Amount

City, State, Postal Code,
Country

City, State, Postal Code,
Country

Line Amount

Invoice Discount Amount

Total Amount


Video


To review a video of these instructions, click below:

Video