What are the steps to accomplish QuickBooks Poynt Integration?

Poynt is one of the most efficient and reliable open commerce platforms that has been designed for merchants and businessmen. It has influenced their business as it helped them to stay connected to their business and keep them updated everywhere. This ingeniously designed software platform has rejuvenated the omnipresent payment terminal into a connected and multipurpose device that runs third-party applications. QuickBooks Poynt Integration has added an extra dimension to the businesses of merchants and so it is highly recommended for them. The prime objective of Poynt  app is to provide all merchants with access to innovative technology without compromising on security or user experience. In addition, it has provided a unified platform to developers, distributors, and merchants on an open forum running on top of a smart, all-in-one device.

Poynt Point of Sale

It may sound interesting that Poynt sells its own proprietary POS system that has its own software. These POS systems are available in both mobile and tabletop options. It primarily features EMV reading, NFC, mag stripe swiping, gift card reading, EBT, a cash option, and PIN on glass, and also accept all major debit and credit cards. In addition, they have in-built PCI compliance and can accept MOTO and virtual terminal purchases. As far as hardware is concerned, Poynt sells many types of accessories, including USB and wireless printers, paper rolls, cash drawers, and USB/HID barcode scanners. On a positive note, Poynt is compatible with all major credit card processors. Therefore, merchants will not be needing to switch processors for using this product.

The Poynt Smart Terminal works effectively as a portable credit card terminal. The Poynt system works like a credit card machine and not as a full-fledged POS system. To be precise, it looks like a cash register replacement. It offers useful software for an end-to-end payment solution, and through parent company GoDaddy, it provides competitive pricing for payment processing. You can easily buy a  Poynt Smart Terminal from a third-party reseller or rent one from Poynt for their usage with a separate POS. It must be noted that the hardware costs and software plans are variable. Against all odds, the Poynt Smart Terminal can be a cost-effective choice for businesses to communicate with sales reps and accessories vendors.

Integration of Poynt and QuickBooks Online Apps

QuickBooks Poynt Integration is plausible and is highly beneficial for small and mid-sized businesses. The hardware of Poynt integrates successfully integrates with popular accessories (printers, bar code readers, etc.) from other manufacturers, which can help users in customizing their setup. The hotel and restaurant owners will appreciate it as Poynt effectively integrates with restaurant POS systems like Aloha, Micros, and Dinerware.

Steps for integrating Poynt and QuickBooks Online apps  

1.   To begin with, you are advised to authenticate your Poynt and QuickBooks Online accounts.

2.   Next, you should confirm that your QuickBooks Online account is set up. You should also ensure that an Income has been created and assigned before the integration process.

3.   For creating Income Account in QuickBooks Online, you are supposed to follow the steps.

4.   Now, you are advised to log into your Poynt.net account and then visit the “Accounting” page.

5.   Thereafter, you should click on the Connect button, which is positioned next to QuickBooks Online.

6.   In the next step, you are supposed to sign into your QuickBooks Online account in the pop-up.

7.   Now, you should click Connect for completing the login process. It will link your QuickBooks Online account to your Poynt store.

8.  Subsequently, you will be redirected to the mapping screen. This will show the mapping of Poynt categories to the categories in QuickBooks Online.

9.   Thereafter, you should precisely choose the chart account from the drop-down menu for the Income Account category.

10. Next, you are supposed to click on Test Sync from the bottom of the screen.

11.  Subsequently, it will send a few transactions to your QuickBooks Online account.

12. For authenticating the success of the integration, you are advised to click your QuickBooks Online account and then click on the Sales tab on the left side.

13.  Next, you will be viewing transactions getting populated in the All Sales tab.

14.   Thereafter, it will be sending a message– “Poynt Customer” created. All types of Poynt transactions will also be associated with it.

15. In the Products and Services tab, you will be viewing the syncing of products, taxes, fees, and discounts.

16.  After confirming successful syncing, it’s time to sync previous transactions successfully.

17.  After the fruitful flowing of data, you are advised to go back to Poynt and then click- “Yes, I verified”.

18. Thereafter, you can easily check the status of the syncing process by going back to the Accounting tab in Poynt HQ.

19. To conclude, after the successful completion of syncing, all transactions will be transferred to your QuickBooks Online account on daily basis.

20. It sums up the successful completion of QuickBooks Poynt Integration.

Conclusion

In this blog, we have specifically detailed every important aspect of QuickBooks Poynt Integration. If you encounter any type of issue then you can freely contact our technical support team.