Mobile Sync Steps

Once you have your QuickBooks Desktop Payment Account, you're ready to go.  Follow these steps to activate the Sync feature:

1. From the Navigator screen, click Mobile Sync.

2. Click Sign-in.

3. Enter your email and password for your Intuit Payments Account.

4. Click Sign-in.

5. If you have multiple accounts, click Select on the account you want to use.

6. Click Close. The Payments screen will now show that you are connected and display your account details.

7. Click Edit settings to customize your payment preferences and select the items that apply to your business.

8. On the Navigator screen, click the cloud icon near the top right of your screen.

9. Click View Sync Preferences.

10. Select Sync Data and then Save. Auto Sync is now on.

To sync specific inventory items to your mobile device:

1. From the Misc and Shipping section of the Inventory Item Detail screen, click the Sync to Mobile.
   or
   Click the Mobile box next to the Item # on the Item List.

2. Click Save.
   

To complete the sync:  

1. From your mobile device, click the GoPayment app.

2. Launch the GoPayment app and sign in to your QuickBooks Desktop Payments Account.

3. Select Settings.

4. Turn on Items. GoPayment will begin syncing with Point of Sale.

To sync more items or receipts:

1. From the Navigator screen, click the cloud icon.

2. Click Sync Now.

To view syncing activity:

1. From the Navigator screen, click the cloud icon.

2. Click View Activity Log.

To view or change Sync Preferences:

1. From the Navigator screen, click the cloud icon.

2. Click View Sync Preferences.

3. If you make any changes, click Save.

To turn off Syncing:

1. From the Navigator screen, click the cloud icon.

2. Click View Sync Preferences.

3. Click Do not Sync Data.

4. Click Save.

To change sync frequency:

1. From the Navigator screen, click the cloud icon.

2. Click View Sync Preferences.

3. Move the slider to increase or decrease sync frequency.

4. Click Save.
   

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