Accounting workflows
Spend Less Time Reconciling Payments
Connected payment and accounting workflows can help reduce duplicate entry and make it easier to keep transaction information organized. QuickBooks-connected workflows may be available through supported payment platforms and equipment, including compatible Valor configurations. Integration availability depends on the selected payment solution and accounting configuration.
A Simpler Path From Payment to Reconciliation
STEP 1
Accept Payment
STEP 2
Capture Transaction Data
STEP 3
Sync Available Data
STEP 4
Reconcile
Reduce Duplicate Entry
Connected payment information can reduce how often transaction details are re-keyed between the payment system and the accounting file.
Keep Better Records
Improve transaction visibility and accounting workflows with organized, consistent payment data.
Online + In-Person Payments
Bring counter sales, phone orders and online payments into one organized workflow.
Built for Service Businesses
- Contractors
- Medical offices
- Dental offices
- Professional services
- Automotive businesses
- B2B companies
- Recurring-service businesses
Important
1 Funding Source does not own or develop QuickBooks. QuickBooks and Intuit trademarks belong to their respective owners. Available functionality depends on the payment platform, the accounting software version and merchant configuration.
Connect Payments With the Books
We'll review the current workflow and outline what a connected payment setup could look like.