If you would like to connect your payment data to be downloaded into your Quickbooks accounting software as a CSV file, when sending a payment, you can click on the “Include GL Account” checkbox to bring up the Quickbooks General Ledger account fields. These fields will allow you to specify the Quickbooks GL bank account, GL expense account, and a Description that will be imported into Quickbooks.

To download the QuickBooks file, click the History tab and select the CSV icon at the bottom. This will allow you to pull a report and upload that into Quickbooks. 



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