Integrating Braintree with QuickBooks Online is essential for businesses looking to simplify payment processing and automate accounting workflows. This powerful connection eliminates manual data entry, ensures accurate financial records, and saves time. In this blog, we’ll walk you through the step-by-step process of connecting Braintree with QuickBooks to simplify your bookkeeping and focus on growing your business.
Search for 'PayTraQer' in the QuickBooks App Store and authorize the connection.
Select sales summary or individual transactions and connect your company.
Log in to Braintree through PayTraQer and authorize the connection.
Select a date range in PayTraQer to download Braintree transactions.
Review and sync transactions to QuickBooks, skipping unnecessary ones.
Check synced data in PayTraQer and QuickBooks for accuracy.
Let’s take a detailed look into integrating Braintree with Intuit QuickBooks Online.
Open QuickBooks, navigate the App Store, search for 'PayTraQer,' and click ‘Get App Now’ to authorize the connection.
After connecting, click ‘Connect to QuickBooks’ and select your preferred synchronization mode (sales summary or individual transactions). Choose your company and click ‘Connect.’
Open PayTraQer, go to Payment Processor, select 'Braintree,' and log in using your Braintree credentials. Click ‘Allow’ to establish the connection.
In PayTraQer, click ‘Download Historical Transactions.’ Select your date range, choose 'Braintree' as your payment system, and click ‘Search’ to download transactions.
Review your transactions in PayTraQer and click ‘Sync to QuickBooks’ to sync all or selected transactions. Use ‘Ignore/skip’ for transactions you don’t want to sync.
To ensure accuracy, open PayTraQer, click on Synced, select Details, and review the data in QuickBooks.
Connecting Braintree with QuickBooks Online simplifies your accounting, allowing you to automate transaction syncing and reduce manual work. With accurate financial records, you can focus more on growing your business. Whether it’s managing sales, fees, or payouts, this integration ensures your financial data is always organized. Set up the connection today for seamless financial management!
Use PayTraQer from the QuickBooks App Store to connect Braintree with QuickBooks Online. Authorize QuickBooks, log in to Braintree through PayTraQer, and set your synchronization mode. Download historical transactions, review them, and sync the data to QuickBooks for seamless accounting.
You can sync sales, fees, refunds, and payouts from Braintree to QuickBooks Online. PayTraQer allows customization of transaction syncing, ensuring only relevant data is transferred while maintaining detailed and accurate financial records.
Yes, PayTraQer supports downloading historical transactions from Braintree. Please choose your preferred date range in PayTraQer, search for the transactions, and sync them with QuickBooks Online to ensure your financial records are complete.
After syncing, validate the data by opening PayTraQer and checking the Synced tab. Review transaction details and ensure the data is accurately reflected in QuickBooks Online. This step helps maintain error-free financial records.