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Setting Up Accounts In QuickBooks

After connecting QuickBooks, Alfie will walk you through a 2-step process to link your Swipey accounts. This tells QuickBooks exactly what Swipey is β€” so every transaction has a proper home in your books. βœ… Complete Step 1 first This setup screen appears automatically after you connect QuickBooks. If you’re

Syncing Transactions to QuickBooks

Watch this short video on how to sync transactions to QuickBooks β€” or follow the step-by-step guide below. βœ… Before you start Make sure you’ve completed Steps 1 and 2 β€” QuickBooks must be connected and your Swipey accounts must show a green “Linked” label. Go back to Step 2

Connect QuickBooks to Swipey

This article walks you through connecting your QuickBooks Online account to Swipey. The process takes about 2 minutes β€” you’ll log in via a secure pop-up and Swipey handles the rest. πŸ“‹ Before you start Make sure you have your QuickBooks Online login credentials ready and that you have admin

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