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Stax Pay & QuickBooks Online Pro Sync: Keyed Payments for Existing Customers
With the QuickBooks Online Pro Sync, every time you process a quick payment in Stax Pay with an existing customer, the payment will automatically sync to QuickBooks Online without duplicating the customer.
To process a Keyed Payment:
- Navigate to Stax Pay and select Take a Payment
- 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.
- Select the card number
- Enter any additional notes you may need
- Enter the amount
- Select Charge