Accounting Integrations
Payments that post themselves into your books.
Native and API-based integrations with QuickBooks, Xero, Sage, and FreshBooks so invoices, deposits, and fees post automatically and reconcile cleanly.
What this integration does
- Sends invoices with pay-now links out of your accounting system.
- Posts payments, fees, and refunds automatically to the correct accounts.
- Reconciles bank deposits to captured payments daily.
Problems it solves
- Manual entry of every card and ACH payment.
- Fees posted in bulk with no per-transaction detail.
- Undeposited funds accounts that never quite balance.
- Refund and chargeback entries done by hand.
Typical data flow
- 1Invoice sent from accounting → customer pays via hosted page or portal.
- 2Payment posts to the invoice; fee posts to the expense account.
- 3Deposit posts against undeposited funds and matches bank feed.
- 4Refunds and chargebacks post automatically with reason codes.
Business benefits
- Hours of manual reconciliation removed each week.
- Cleaner P&L and cash-basis reporting.
- Fewer month-end adjusting entries.
- Consistent categorization across locations or entities.
Implementation Process
- 1
Chart of Accounts Review
We confirm income, fee, and clearing accounts before integration.
- 2
Connect and Map
We wire the integration, tokenize existing cards on file, and set posting rules.
- 3
Parallel Reconciliation
We reconcile a live day before switching over.
Compatibility
- • QuickBooks Online and Desktop (via approved connectors).
- • Xero, Sage 50/100/200/Intacct, and FreshBooks.
- • Custom API integration for niche accounting systems.
Security considerations
- • Hosted payment pages so card data never touches your accounting server.
- • Tokenized cards-on-file stored in the gateway vault, not the accounting app.
- • Role-based access for who can charge saved cards.
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Frequently asked questions
Which QuickBooks version do you support?+
Both Online and Desktop, through approved connectors.
Can customers save cards on file?+
Yes, tokenized in the gateway with role-based access controls.
How are fees posted?+
Per-transaction to the fee account, so reporting stays accurate.
Do we need Merchant Services from Intuit?+
No. Our integrations post cleanly regardless of who the processor is.
Book an integration consultation
Tell us about your current stack — we'll return a written integration plan with scope, timing, and next steps.
Ready to see what your setup could look like?
Book a working session focused on accounting integrations. Clear recommendations, no obligation.
- • 150+ software platforms reviewed
- • 1,500+ merchant environments evaluated
- • Under 24-hour average response time
- • 7–14 business day onboarding