This video will cover the important parts of syncing payments using the Service Fusion Integrator and creating bank deposits within QuickBooks Desktop.
Best Suited for:
- Service Fusion Payments administrators
- Back Office users participating in financial management activities
Key Components:
- Service Fusion Payments Deposits tab shows the payments have been batched together and deposited into your bank account
- Service Fusion Integrator is the program that allows the invoices and payments to sync to QuickBooks Desktop.
- Creating Bank Deposits in QuickBooks Desktop to recognize that the payments have been received into your bank account. This removes the payment from Undeposited Funds to the Bank Account.
Video Summary:
Learn how to sync payments using the Service Fusion Integrator and create corresponding bank deposits in QuickBooks Desktop. The process begins with the Service Fusion Payments Dashboard, where users can navigate to the Deposits tab to match payments with the deposits. The next step is to manually sync these payments to QuickBooks Desktop via the integration tool. Once the payments are synced, payments can be found within the Customer Center or invoice records. The video demonstrates how to properly record deposits in QuickBooks Desktop, ensuring that the payment and deposit dates align with the Service Fusion Payments records. Finally, it outlines the process of creating bank deposits in QuickBooks Desktop for individual payments by selecting the appropriate transactions and accounts, thereby facilitating precise financial tracking.
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