When you connect Pinch to QuickBooks, we need to know a couple of important things before taking payments and making your life easier. They are:
- Which bank account in Xero should we help you reconcile? Put another way, which bank account in Xero do you get paid into?
- Which logo shall we use when we send a customer to your payment page?
QuickBooks Bank Account
Now for the juicy bit. When you signed up to Pinch, you entered a BSB and account number that corresponds to the bank account you want us to pay into. For security reasons, QuickBooks doesn't share with us those BSB and account numbers so instead we show you the name of all the bank accounts in QuickBooks. It's important here to select the bank account that corresponds to the BSB and account number you entered. If you don't do this, you won't see our magic reconciliation working correctly. The screen shot below shows what this page might look like:
As you can see, we have a bank account called "Business Checking". Your bank accounts will show the ones that appear on your QuickBooks dashboard. Ensure you have selected the right option.
QuickBooks Revenue Account
Pinch has the ability to push invoices into QuickBooks when you use our subscription and payment plan feature. If you use this feature, we'll use the revenue account selected when we create invoices. If you aren't planning to use this feature you can use the default one selected
This one is important for scheduled payments. We'll submit automatically scheduled payments at 8am and 4pm local time, so it's good to have this set as the correct timezone for your region.
Upload your company logo so when someone clicks on an invoice issued from QuickBooks they will see your branding on our payment page.