How to Update Quickbooks Online with Payments Made Using Datagate

Datagate Support | July 15, 2022

If you use Datagate for invoice payments, and you export your invoices to QuickBooks Online, you can now choose to have Datagate mark those invoices as Paid in Quickbooks Online.

If you have any questions, don’t hesitate to contact the Services Team.

---

Table of Contents

• Prerequisites - Setup
• Configuration
• Paying the Invoice
• Transfer to QuickBooks Online

Prerequisites - Setup

• A Payment Processor, such as Stripe or Authorize.net, configured in Datagate

• Integration with QuickBooks Online configured in Datagate

Configuration

From your username on the top right of the screen, choose Settings / Integrations / Quickbooks Online Details button.

Choose to: Export payments

Paying the Invoice

Export the invoice to Quickbooks Online as usual.

The invoice is paid in one of the following manners:

• The Datagate End Customer Payment Portal - the customer chooses to pay the invoice
• The customer pays the invoice by clicking on a link in the email
• The customer has stored a credit card in the Datagate End Customer portal, and the Datagate user selects the invoice and chooses "Pay".

In all cases, the invoice shows with a status of "Paid" in the Datagate portal

Transfer to QuickBooks Online

After a period of time, usually within an hour, the Payment is transferred to Quickbooks.

The invoice shows as Paid in Quickbooks as below: