Order Syncing & Payment Handling in QBO
SyncBench allows you to sync orders with QuickBooks Online (QBO) as either Invoices or Sales Receipts, depending on your order settings. In both cases, payments are automatically synced and deposited into the designated bank account specified in Basic Settings → Payment Method Mapping.
You can link multiple payment methods to either the same bank account or different bank accounts, depending on your preferences.
- For Invoices: Payments are recorded when the order status changes to Completed.
- For Sales Receipts: Payments are deposited immediately upon order sync.
Transaction Fee Syncing
Transaction fee syncing allows you to sync transaction fees charged by the different payment gateways. Currently, it supports PayPal and Stripe for fee synchronization.
Tax Syncing & Mapping
To ensure accurate tax syncing, you need to configure tax mappings in the Tax Mapping page. The tax rates in QuickBooks Online (QBO) must match those in SyncBench and be properly mapped for seamless integration.
- If Automated Sales Tax is enabled in QuickBooks Online (QBO), tax mapping is not required.
- If Automated Sales Tax is disabled, tax mapping is mandatory to ensure accurate tax syncing.
