Braintree and QuickBooks Integration

We live in an era where most businesses started using automation to improve their accounting process. It is a ringing sign that you too should think about making your accounting automated. You might be a small business owner who uses Braintree and QuickBooks. If so, you might be having some issues with how to optimize both applications. Read further and serve the answer to your worries. 

This read will elaborate on why you should connect Braintree to QuickBooks and show you the ways to do it. 

The Gap Between QuickBooks and Braintree

Though both the applications are wonderfully efficient, there is an inconvenience while using them together. And that issue makes the process of accounting slower. 

Braintree has huge arrays of transaction data and QuickBooks just takes minutes to effectively process those transactions. But the problem is that QuickBooks can’t collect the data from Braintree by itself. And Braintree also couldn’t send the data to QuickBooks. So, QuickBooks will inevitably wait until it is fed with the transaction details. 

Usually, a person is appointed to fix this issue. The person sits in front of a keyboard and manual key the transaction details into QuickBooks for hours. He/she manually keys each line of each transaction into QuickBooks from the Braintree account. So, the owner has to spend some money on the person and wait for numerous hours to get the work done. Also, to keep in mind, the records will have errors at random places which will lead to the impairment of the credibility of your books. And as a result, a reconciliation process with a lot of headaches. 

But why would someone go to that extent, instead of just bringing automation into the game? Manual keying is becoming extinct and if you are still using it, it is time for you to change. Let your business not be on the list of outdated firms. 

Integration of QuickBooks and Braintree

Imagine if QuickBooks can fetch the data on its own and feel how amazing it is. Unfortunately, it is not possible. But don’t worry, an application can do it for you. An application that will fill the gap and connect Braintree to QuickBooks.

The name of the application is PayTraQer. It is an Intuit authorized application built to get rid of manual keying. The application syncs Braintree payments into QuickBooks without needing any human efforts. With the help of PayTraQer, all the records will be imported within a matter of seconds and with high accuracy. 

How to Install?

As you know, PayTraQer will change the entire process of accounting. How long will it take to get that app to work for you? A very little time than you can imagine. PayTraQer can be installed within five minutes and with a few clicks. 

Go to the Intuit App Store and search for ‘PayTraQer’. Our app card will appear, click on the ‘Get App Now’ button. There is a 30-day free trial that will help you explore the application. You don’t even have to enter the credit card details here. 

Once you got the application, sign in with your QuickBooks credentials. After that, connect to your Braintree account. Then have hands on the quick-start settings according to your need. That’s it.

Perks of Using PayTraQer

Over 50,000 small businesses have been benefited so far by using PayTraQer and automating their accounting process. As it is an Intuit authorized application, you don’t have to worry about its integration with QuickBooks. PayTraQer is the #1 user rated application all over the world. The quality of the application is visible in the way most of the QuickBooks accountants are suggesting their clients use PayTraQer to maintain their books. 

It is not only an import tool but also has various cool features which will make accounting easier. 

Your business might have to deal with multi-currency in some situations. If that happens, you might be worried about handling the number crunching. But don’t worry, if you use PayTraQer, you don’t have to. PayTraQer can handle your multi-currency transactions the way you want them. 

Sometimes, you might make a duplicate payment by mistake. There is an option called duplicate detection which helps you recognise duplicate payments. It does this job automatically and helps you to maintain the credibility of your records. 

In the long run, for your accounting process to go smoother, you might want the transactions that enter QuickBooks to be in a particular way. The integration of raw data into QuickBooks will cost you hours to align them in a particular way. But PayTraQer has an intuitive feature. Using this, you can frame your own rules in the application and maintain the way your transactions enter QuickBooks. 

Working 

There are two types of syncing options in PayTraQer that are Auto-sync and manual sync.

Manual Sync - This is the default syncing option in PayTraQer, wherein you manually select each transaction and hit the ‘Sync’ button for the sync. All the selected transactions will be synced to your QuickBooks account immediately. This suits best when you want to look up at each transaction and sync only a few transactions. 

Automatic Sync - This is the most popular setting in PayTraQer. Using this automatic sync, you can automatically sync your Braintree transactions to QuickBooks without even opening the application. You will have to turn on automatic sync in the settings to enable this feature.

Historic Transactions

There is nothing to worry about your historic transactions. Once you hit the PayTraQer dashboard for the first time, you will see your Braintree transactions for the past 60 days already downloaded by PayTraQer. You can sync them all to QuickBooks with just a click of a button. 

If you want to pull up and sync transactions older than these 60 days, you just have to specify the date range and hit download. All the transactions between the specified date range will be downloaded to PayTraQer. You can sync them by just clicking on the sync button. PayTraQer has got you covered to download and sync unlimited transactions as far back as required. 

Undo Sync

There is always a possibility of making a mistake while choosing a transaction in manual sync. If you make such a mistake, PayTraQer helps you there too with its rollback option. You can delete the synced transaction completely from QuickBooks. Using the ‘Undo All’ button, you can delete the whole transaction or else you can remove only the transactions and retain the item and customer details with the option ‘Undo Transactions’. 

Conclusion

Let your business not wait anymore. If you are trying to connect Braintree to QuickBooks, it is the perfect time to look into our application. Don’t let your business be the last in the race. Let your records be accurate and free of errors by using PayTraQer. Try PayTraQer for a 30-day free trial and we hope that you will love our application. If you have any queries, ping us at support@saasant.com