After installing the PowerSync connector, you may see the notice below. This notice recommends synchronizing Magento payment methods with Quickbooks QuickBooks in order to display correct payment information on invoices, payments and sales receipt records in QuickbooksQuickBooks
Step-by-step guide
Click on the link "synchronization is needed". You'll be redirected to Store > Configuration > TNW Quickbooks QuickBooks > Payment Methods configuration page, where you can configure and synchronize active Magento Payment Methods
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- Active Payment Methods
- Clicking "Synchronize" button, will create matching payment methods in QuickbooksQuickBooks
- Default settings
- Default Payment Method
- A payment method, which will be used during synchronization of an Order or an Invoice if none of "Active Payment Methods" are synchronized
- Default Process
- Define if Magento should be creating Invoices, Payments or Sales Receipts by default. This is a fallback configuration if the Payment Methods below are not linked to the appropriate business process
- Synchronization Process
- This section allows you to specify what business process you wish to use for which payment method
- Invoice & Payment - after the order creation in Magento an Invoice appears in Quickbooks. After Magento Invoice (payment confirmation) creation in Magento appears the Payment in QuickBooks.
Note: If you use the Payment Method with Authorize & Capture payment action then both Invoice and Payment appear simultaneously in QuickBooks.Image Added - Sales Receipt - appears in QuickBooks only when Magento Orders gets Magento Invoice (payment confirmation). Image Added
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