SyncPay™ for QuickBooks®

Process Credit Card and Electronic Check Transactions directly from QuickBooks® using your Planetauthorize Payment Gateway Account!

syncpay for quickbooks QuickBooks® SyncPay Documentation

QuickBooks is an Intuit® financial management system for small- and SyncPay for QuickBooksmedium-sized businesses. The Planetauthorize SyncPay Plug-In for QuickBooks provides support for payment processing from directly within QuickBooks Pro™, QuickBooks Premier™ and QuickBooks Enterprise™.


The Planetauthorize QuickBooks Plug-In allows merchants to pay invoices, generate sales receipts, process batch transactions, and view batch reports without ever leaving QuickBooks. Additionally, merchants can process multiple payments against open invoices at the touch of a button. The Planetauthorize SyncPay Plug-In for QuickBooks also includes support for processing card present swiped transactions after attaching an approved card reader.


Easy to Use

The Planetauthorize SyncPay Plug-In for QuickBooks is available from the Merchant Control Panel. Process credit card and echeck payments directly from QuickBooks. Process Swipe and Non Swipe transactions. SyncPay for QuickBooks supports the Planetauthorize Customer Vault service. Merchants can also Sync payments submitted using our Mobile Payment Application or from our iPhone, Windows 8 Phone/Surface or Android payment application directly with QuickBooks. In addition, merchants can also Sync payments submitted via SugarCRM, vtiger CRM, Openbravo POS, uniCenta POS or RetailPayments VPOS.


Sync Directly to Open Invoices

Now you can sync transactions to your open QuickBook invoices to record customer payments.

Import Customer Data from Your Shopping Cart

Capture and consolidate all payment platforms into QuickBooks. Merchants can accept and process shopping carts orders, telephone, fax, CRM payments and mobile payments and sync those payments with QuickBooks. The Planetauthorize SyncPay Plug-In for QuickBooks allows merchants to sync credit card and echeck transactions and maintain Customer Data in QuickBooks.


By using our QuickBooks SyncPay Plug-In feature, you will greatly enhance the speed at which your business can manage it's financial aspects.


Here's just how simple the Planetauthorize payment gateway SyncPay Plug-In for QuickBooks integration is:

  • 1. Login to your PlanetAuthorize™ payment gateway account
  • 2. Choose the "QuickBooks SyncPay" option from the side navigation menu and register to use the service
  • 3. Download and save the SyncPay Plug-In to your computer
  • 4. Install the Plug-In (refer to QB Plug-In Documentation)
  • 5. Start using SyncPay with QuickBooks

All customer transactions processed with PlanetAuthorize™ is available to your QuickBooks software!

Get Started!

Planetauthorize payment gateway is a leading payment acceptance system. Our payment service is secure, fast and reliable. To get started with the Planetauthorize payment gateway service Contact Us or call SaleManager, toll free, at 1-800-918-4890. Our knowledgeable payment specialist can tailor a payment solution specific for your unique business.


SyncPay for QuickBooks

Value Added Showcase

The Planetauthorize E-Invoice Manager allows merchants to bill their customers without having a website.

To get started with a Value Added service simply access your Planetauthorize payment gateway account and select the requested service from the navigation menu. You may also contact Planetauthorize to activate service.

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Data Security & Threshold Management

Protect Your Customers and Your Business from Fraud

Planetauthorize offers a suite of security and control value adding services. Our security and control value added services provide the merchant with the industries most advanced security measures. A complete list of security and control value added services are listed to the right under Security & Control add-ons.

iSpyFraud Threshold Management

The Planetauthorize security and control add-on services include multiple filters and tools that work together to evaluate transactions for indicators of fraud. Our iSpyFraudservice is a powerful and highly effective defense against fraudulent transactions. In addition to the transaction filters, the Planetauthorize iSpyFraud service also offers Velocity & Location Filters so merchants have complete control over their transactions. The Daily Velocity Filter allows you to specify a threshold for the number of transactions or transaction amount allowed per day, a useful tactic to identify high-volume fraud attacks.

Customer Vault service

Securely Store Customer Payment Information

Quite often merchants have a requirement to store customer payment data. However, the security risk of storing customer data can be costly. The Planetauthorize Customer Vault service empowers merchants with the ability to securely store encrypted customer payment data on our PCI Compliance servers, removing the security risk from the merchant.

Protect Cardholder Data with Merchant Defender

The Merchant Defender suite includes everything you need to take yourself out of the loop of having to protect cardholder data and virtually eliminates the burden of PCI compliance.


Merchant Defender eliminates clear text credit card information from a merchant's environment, regardless of their processing method. Merchant Defender will remove your network completely from handling any sensitive payment data. No matter what type of transaction processing used, clear text credit card data will never be transmitted nor stored on your network and devices. By ensuring that every interaction is completely secure, you can rest at ease knowing that if an intruder is sitting on your network, they have no access to any sensitive credit card data.

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