Payment Integration
QuickBooks & Sage Pay Integration
Sage Pay QuickBooks integration helps you keep track of your products, orders and checks, and generate daily sales and purchase reports effortlessly.
By integrating Sage Pay with QuickBooks you can monitor and improve your business, knowing what needs to be done and when. It provides clarity and helps you maintain and enhance growth.
What's included
- Ability Financial Exchange
- Real-Time Transfer
- Two-Directional Sync
- Cash Flow Reports
Key features
- Ability Financial Exchange for QuickBooks (AFE)
- Saves significant time by automating data transfer in real time
- Uses the synced point-of-sale data available in QuickBooks Online
- Review cash flow reports to make better business decisions
- Two-directional sync in near real time with AFE
- AFE sync software that scales to handle your business growth
Common questions
Something not covered here? Ask us directly.
Does this work with Opayo, the current name for Sage Pay?
Yes. Sage Pay was renamed Opayo after its acquisition by Elavon, and the gateway API is the same one. Existing Sage Pay merchant accounts and newer Opayo accounts are both supported.
Which transaction types transfer to QuickBooks?
Payment, Deferred and Release, Authenticate and Authorise, refunds and voids, along with the gateway's transaction reference. Deferred transactions do not post as income until they are released, so revenue is recognised when the money is actually taken.
How are gateway fees and settlement handled?
Settlement arrives net of merchant service charges. The gross transaction, the fee and the net settlement are posted separately so the bank line matches, rather than leaving a small unexplained difference on every deposit.
Does it support 3-D Secure and multi-currency trading?
3-D Secure results are recorded with the transaction, and accounts trading in more than one currency can map each settlement currency to its own QuickBooks bank account, with conversion posted to exchange difference.
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Ready to move forward with Sage Pay & 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.