Table of Contents
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.
