QuickBooks Sync Module

Overview of QuickBooks Sync Functionality #

• The Deltaverse POS and QuickBooks Sync feature allows users to push transaction summary information directly to QuickBooks Online.

Accessing the Reconciliation for Sync #

• Navigate to the Reconciliations section in Deltaverse POS.
• Identify the specific reconciliation that needs to be pushed to QuickBooks.

Syncing Transactions to QuickBooks #

• Confirm that the reconciliation has not been pushed to QuickBooks yet.
• Click to push the reconciliation to QuickBooks Online.

Verifying in QuickBooks Online #

• After syncing, log in to your QuickBooks Online account.
• Go to the All Sales section.
• Verify that the reconciliation has successfully transferred to QuickBooks.

Transaction Details Included in Sync #

• The reconciliation will include summaries of:
  • Cash Transactions
  • Debit Card Transactions
  • Credit Card Transactions
  • Check Transactions

Conclusion #

• The QuickBooks Sync Module simplifies accounting processes by seamlessly transferring transaction summaries from Deltaverse POS to QuickBooks Online, ensuring accurate and up-to-date financial records.