Payments Integrations

Recording payments in your accounting software

You can manually update records in your accounting software once a payment is canceled, completed, or refunded.

To record payments:

  1. Go to Dashboard and select Payment Activity.
  2. Use the date filter to select the time period you’d like to include in the report you’re exporting. By default, the CSV file will include the last twelve months of payments.quick1.png

  3. Click Export as CSV.quick2.png

Once your payment activity has been downloaded you’ll be able to use the CSV file to update records one by one in your accounting software. In some accounting software, you’ll be able to use a unique identifier such as an invoice ID, email address, or phone number to change the status of a payment request by uploading a CSV file.

Connecting Podium to QuickBooks Online

If you use QuickBooks Online and Podium, you’ll want to connect them together so you can keep your payments info in sync. You’ll be able to create invoices in QuickBooks and send them to clients using Podium. Every time a payment is made, refunded, or canceled using Podium, QuickBooks will be updated automatically.

To connect Podium to QuickBooks Online:

  1. Click the settings (gear) icon and click Reviews.quick3.png

  2. In Connected Services click Connect QuickBooks.quick4.png

  3. Sign in to your QuickBooks Online account.image1.png
  4. Click Connect to give Podium access to Quickbooks.

Sending a Podium invoice from QuickBooks Online

You can send a payment request directly in QuickBooks Online using Podium.

To send an invoice from QuickBooks Online:

  1. Sign in to QuickBooks Online.
  2. Go to Invoicing and select Invoices.image13.png
  3. Click New Invoice.image9.png
  4. Fill out the necessary fields and click Save. When you click Save, the payment request containing the payment link is sent to the customer.  image16.png
  5. Close the invoice.image15.png

Disconnecting Podium from QuickBooks Online

  1. Click the settings (gear) icon and click Reviews.quick3.png

  2. In Connected Services click Disconnect QuickBooks.quick4.png