Now Offering Automatic Transaction Uploading with QuickBooks Online

John Lehman
John Lehman
January 3, 2023

We are excited to announce a new update to our QuickBooks Online integration. You can now easily reconcile and report on your client accounts with automatic daily transaction uploads between ClientPay and QuickBooks Online.

You can access this new feature by logging into your ClientPay account and opening the Connections Manager. Select Quickbooks to authorize Quickbooks to connect to your ClientPay account. After the sync is complete, you will be prompted to transfer your ClientPay transaction records to QuickBooks Online. ClientPay transactions should start appearing the following day.

ClientPay and QuickBooks Online provide you with the best tools in the industry to help you do what you do best. Please feel free to contact our support team if you have any questions about this new update.