Developer Reference Docs

The QuickBooks Online menu helps you sync your QuickBooks data with the ICG terminal.

Note:

This tutorial assumes that you’re already connected to the QuickBooks Online portal and you’ve created a company. If not, refer to this tutorial as a starting point.

Table of Contents

• QuickBooks Online
• Customers
• Invoices
• Payments

What to do

Feature	Description
Active Merchant	Select the merchant in the drop-down to view the associated merchant transaction
Language	Select the preferred language in the drop-down
	Select to view dashboard in full screen
	Select to minimize the menu bar
Search	Enter the entity to display the transaction data based on the search
	Change the color of the widget
-	Collapse the widget. Click again to expand the widget
	View the widget in new page
Copy	Copy the transaction details in clipboard. The steps to copy the transaction are: Click the copy button The Copy to clipboard dialog box pops up Press ctrl or + C to copy the table data to your system clipboard Click the dialog box or press escape to close the dialog box
Excel	Download the transaction data in excel format
PDF	Download the transaction data in PDF format
Print	Print the transaction data
	Select to display the number of transaction per page. The valid values are 5, 10, 15, 25, 50, 100.
First	Go to first page
Previous	Go to previous page
Next	Go to next page
Last	Go to last page

Connecting Your QBO Instance

1. Click the QUICKBOOKS ONLINE in the menu items.

Figure 1: Select the QUICKBOOKS menu.

2. The QuickBooks Online screen is displayed.

Figure 2: The QuickBooks Online window.

In the QuickBooks Online screen, the features and descriptions are:

Note:

All the data synced will be visible in the respective points of reference.

Customers

Customers section provides list of customers imported from QuickBooks Online.

1. Select the Customers menu and select the QuickBooks Online in the source drop-down.

2. The imported customers list is displayed

Figure 2: A list of customers imported from QuickBooks Online.

Click here to know the functionalities of Customer section.

Invoices

Invoices section provides list of invoice imported from QuickBooks Online.

1. Select the Invoice menu and select the QuickBooks Online in the source drop-down.

2. The imported invoice list is displayed

Figure 3: A list of invoice imported from QuickBooks Online (figure to be inserted).

Payments

Payments section provides list of payments imported from QuickBooks Online.

1. Select the Payments menu and select the QuickBooks Online in the source drop-down.

2. The imported payments list is displayed

Figure 4: A list of payments imported from QuickBooks Online (figure to be inserted).