Omni Virtual Terminal & QuickBooks Online Pro Sync : Quick Payments for Existing Customers

With the QuickBooks Online Pro Sync, every time you process a quick payment in Omni with an existing customer, the payment will automatically sync to QuickBooks Online without duplicating the customer.

To use Quick Payment:

  1. Navigate to Omni and select Quick Payment
  2. Enter the customer’s name and select the name from the dropdown list. The existing customer’s payment information will populate for you to select.
  3. Select the card number
  4. Enter any additional notes you may need
  5. Enter the amount
  6. Select Charge