How to Use Quickbooks and Credit Card Processing With Stax

As a business owner, you’re probably familiar with QuickBooks Merchant Services. It’s a powerful accounting tool, and with the Stax platform, you can sync your data 2 ways with our QuickBooks Online Pro Sync. You’ll streamline payment management, maximizing QuickBooks capabilities. Getting started is easy, and with Level 1 PCI compliance – the highest level – your data is safe and secure. So what exactly is 2-way syncing, and how does it work?

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Sync Your Data Instantly With QuickBooks

QuickBooks credit card processing is designed for anyone who needs an accounting solution for their business. With 2-way syncing into a platform like Stax, data seamlessly transfers between the two systems in real-time, so it’s always accessible. And you can use auto-send to build invoices in QuickBooks, automatically email those invoices to customers and sync them to Stax. You can use QuickBooks Online and still process with Stax. You won’t have to guess which invoices have been paid and which are still outstanding.

RELATED: Stax vs. Quickbooks Online (QBO)

Besides invoices, you can sync your customer data, payments, catalog items, and more. Invoices and payment history are tracked in both places, securely, so you can have peace of mind about your data and your customer data. Customer and transaction details are also individually listed and reconciled across both platforms.

Easy Setup

Integrating QuickBooks Online to the Stax Platform is simple and easy. With just a click, add the integration from the Stax marketplace, log in to QuickBooks using your credentials, and you’re ready to go. You won’t need to log into multiple platforms and accounts to view your data. All of the tools you need to manage your payments are right at your fingertips, and if you need something extra, our marketplace has it.

Security and Support

The Stax QuickBooks Online integration is Level 1 PCI compliant. As the highest level of compliance available, your data is secure To add an extra level of data security, you can also set and restrict permissions for user accounts and set passwords. Stax members also enjoy access to a customer success team dedicated to helping your business stay PCI compliant so you avoid penalties and fines.

To Sum It Up

The Stax platform equipped with its QuickBooks Online Sync: Pro makes for a powerful solution that offers a convenient way to manage payments. You won’t have to sign on to different accounts just to check on outstanding invoices or to create new ones. With Stax, you can access everything just by logging in. Plus, you’ll know your data is secure with our commitment to data security and Level 1 PCI compliance.

RELATED: Stax vs. Quickbooks Online (QBO) Payments

Through Stax’ dedicated services and all-in-one payment solution, businesses have the ability to personalize the platform to their needs. Leverage a marketplace full of features, including the Quickbooks Online sync.

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