How do I export payment data to Quickbooks
Follow these steps to enable and use the Export to Quickbooks feature in Everyware, which allows you to export Charge and Refunded transaction data from Everyware to a connected Quickbooks Online account.
Steps to Export from Everyware to QuickBooks
1. As an Owner user type, log into Everyware and navigate Settings > Integration
2. Switch the toggle for Enable Quickbooks Integration to ON
3. Go to Payments > View Payments where you'll now see the Export to QuickBooks button next to your Export and Filter buttons above the data table.
4. When you click on Export to QuickBooks for the first time, or if you have not connected your account in the last 30 days, you'll be prompted to enter your Quickbooks login information.
After you refresh your Quickbooks connection you will be returned to the View Payments page.
5. Inside the Export to QuickBooks pop up window, choose a date range and select checkboxes next to Refunds, Charges or Both, then click Send.
Everyware will make sure not to send duplicate records from Everyware to QuickBooks.
5. In Quickbooks Online, you can see your transaction details in two reports:
A) Sales > Customers
B) Sales > All Sales