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Payment Integration

QuickBooks & Psigate Integration

Integrating Psigate with QuickBooks provides a secure payment system that quickly and accurately processes orders in real time, and saves payment references for future use.

With Psigate's integration, QuickBooks can handle both Sale and Authorization transactions in Canadian and US dollars — ensuring a seamless, efficient payment process.

What's included

  • Greater Accuracy
  • Real-Time Reconciliation
  • CAD & USD
  • Simplified Tax Prep

Key features

  • Sale and Authorization transactions in CAD and USD
  • Captures, refunds and voids posted against the original charge
  • Psigate transaction reference saved on every QuickBooks entry
  • Real-time transaction reconciliation
  • Gateway fees split out from the net settlement
  • Simplified tax preparation from complete transaction records

Common questions

Something not covered here? Ask us directly.

Which Psigate transaction types are supported?

Sale and Authorization (pre-authorisation) transactions, together with captures, refunds and voids. An authorisation that is never captured is held rather than posted as income, so the accounts follow the money and not the intent.

Does it handle both Canadian and US dollars?

Yes. Psigate processes in CAD and USD, and each currency can be mapped to its own QuickBooks bank and income accounts, with the conversion difference posted to exchange gain or loss instead of being absorbed into sales.

What does saving payment references achieve?

Each QuickBooks entry carries the Psigate transaction reference, so a charge queried weeks later can be traced from the accounts back to the gateway record in one step, without exporting reports from both systems and matching them by amount.

How close to real time is the reconciliation?

Transactions can be pulled as they are processed rather than in an end-of-day batch, which means the QuickBooks position reflects the day as it happens. Merchants who prefer a single nightly run can schedule it that way instead.

Next step

Ready to move forward with Psigate & QuickBooks?

Tell us about your current process and what you need the software to do. We will come back with a practical approach, a timeline and a cost.