QuickBooks Integration
Here's how you can integrate QuickBooks with your Savvy account:
Go to Cog Settings – Click on the settings icon in the top-right corner.
Select "Payments" – This will open your payment settings.
Click on "QuickBooks" – Locate the QuickBooks integration option.
Follow the setup instructions – Connect your QuickBooks account and complete the integration process.
Savvy syncs invoices to QuickBooks, but not the payments.
This means QuickBooks will show whether an invoice is paid or unpaid, but it won’t reflect the SavvyPay transaction fees, as those are not part of the invoice data we send. So, while you can track which invoices are paid in QuickBooks, the exact breakdown of SavvyPay fees won't appear there. To see those details, you’ll need to use Savvy’s Payment and Accounting Report — it includes everything from the payment amount, method, SavvyPay charges, tax, invoice number, and more.
Self-employed QuickBooks is not supported