In this guide, you’ll find:

How MX™ Merchant automatically syncs payments, customers, and invoices to QuickBooks
Where to find synced payment data in both MX™ Merchant and QuickBooks
How customer details are transferred and which fields are synchronized
How invoice data is synced, including what triggers synchronization
Which invoice fields are mapped between MX™ Merchant and QuickBooks for accurate tracking

Introduction

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.

Key Details

Payment Data

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

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:

Customer Data

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

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

Additional Resources

Videos

MX™ QuickBooks Sync - Synchronized Fields: Instruction Video