In Summer '23, you can now automate sync of Deposits to Quickbooks.

To use this functionality, ensure that the app versions installed in your org are the following:

  • Payment Center v11.21
  • Apphesive v5.3
  • Apphesive extension v3.0

To set it up, you may follow the steps below:

  1. 1. Go to QuickBooks Connection, click QB Online, then create a new mapping Deposit Mapping



  2. In QuickBooks Connection, set the default Deposit Account and Fee Account


Execute Batch Deposit Job:

  1. Run the Batch Deposit Job on execute anonymous window. This will pull the deposit records from the processor and then link the associated payments. To do that: 
  •  Open Developer Console, click Debug, then click Open Execute Anonymous Window


  • Execute the following:

    string cron = '0 0 18 * * ?' ; //run everyday at 6PMSystem.schedule('PaymentDepositBatch',cron,new fw1.PaymentDepositScheduler(‘Card Connect’));
  • Click Start Sync in Deposit Mapping, this should be scheduled after Batch Deposit runs



Confirm in Quickbooks:

The user will have to "Confirm" the synced deposit in Quickbooks

 

Availability: Summer '23 Release