QuickBooks Desktop: Payments

In this article:

Payment Settings Setup

Step 6 - Payment Settings Setup

Export Payments to QuickBooks Desktop

Payment Settings Setup

For users setting up the sync tool to export Estimates, Invoices, and Timesheets but not Payments, the complete setup of Step 6 is required.

1. Complete Steps 1-5, then Step 6 - to match Cost Codes, Classes (if applicable), Staff, Payroll Items, and Payment Methods/ Settings.
2. Choose Payment Settings - simply match a Deposit Account and an Account Receivables (A/R) in order to successfully complete the sync setup. 

• In future should you decide to export Payments, this portion of this step will be complete, however, you will need to add/ match Payment Methods in order to export Payments.

Step 6 - Payment Settings Setup

For users setting up the sync tool to export Estimates, Invoices, and Timesheets but not Payments, the complete setup of Step 6 is required.

1. Complete Steps 1-5, then Step 6 - to match Cost Codes, Classes (if applicable), Staff, Payroll Items, and Payment Methods/ Settings.
2. Choose Payment Settings - simply match a Deposit Account and an Account Receivables (A/R) in order to successfully complete the sync setup. 

• In future should you decide to export Payments, this portion of this step will be complete, however, you will need to add/ match Payment Methods in order to export Payments.

Export Payments to QuickBooks Desktop

In order to export your payments from LMN to QuickBooks, please follow these steps in the guide below:

1. Download the LMN/ QuickBooks Sync tool.
   💡The sync tool can be downloaded in the main LMN page by clicking on QuickBooks in the menu and then Setup. Once there you will see a button to download the LMN QuickBooks Desktop Sync App.

1. Make sure your Cost codes, Taxes, and Classes (if applicable) are set up properly in Step 4 of your sync tool.
2. Match Payment codes in LMN with your Payments in QuickBooks in Step 6 by left clicking on the QuickBooks code and dragging to the LMN code. 
    ⚠️ Note your Payment methods may differ from this example* If you have no LMN Payment Codes created yet, this is done in your Settings in LMN. (Please note CardConnect payment code will automatically be created the first time one of your customers pays an invoice online).
3. Select your Payment Settings
   
4. Click Next and then OK. You're done setting up the sync tool for syncing payments!
5. You can now go into LMN and click Invoice then Payments. 
6. Select the Payments you want to Export by checking off the check box next to each Payment, or by selecting all checkboxes. Once selected, click Update Status and Export to QB.
   
7. Now that your Payments are queued, you can go back to the Sync Tool and click Publish Payments then Sync Now.
    

Congratulations on syncing your Payments to QuickBooks Desktop!

Need more help?  Contact our Support Team by email at lmn-support@granum.com, through Live Chat, or by phone at (888) 347-9864

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