Syncing Braintree Payments with QuickBooks Online
Our integration automatically synchronizes your Braintree payment data with QuickBooks Online — including customers, products, taxes, accounts, and payout reconciliation.
What is synchronized?
We sync the following data types from Braintree to QuickBooks:
1️⃣ Sales (Payments)
All successfully paid transactions
Created as Sales Receipts
Includes:
- Customer information (see options below)
- Product / service items
- Sales Tax (configurable)
- Class (if enabled in QBO)
Currency, date, IDs, descriptions
2️⃣ Refunds
Synced as Refund Receipts
Linked to:
- The correct Customer
- Original revenue account
Sales Tax & Class (if applicable)
3️⃣ Customers
We provide two modes, configurable during setup:
- Individual customers
-
- We match existing customers by name
Otherwise, we automatically create customers in QuickBooks
(Best for detailed reporting)
or
- Single generic customer
-
One customer record for all transactions
(Best for privacy or volume-based business models)
4️⃣ Products & Services
- Product names from Braintree are used for item mapping
- If a product doesn’t exist in QuickBooks, we create it automatically
- You can set a default Income Account for new products
5️⃣ Payouts (Deposits)
Each Braintree payout is created as a Bank Deposit in QuickBooks.
Inside the deposit:
- ✅ Linked Sales Receipts
- ✅ Braintree fees as negative lines (Expense Account selectable)
This enables automatic matching with your bank feed.
Configuration Options
During setup, you can decide:
| Setting | Options | Purpose |
|---|---|---|
| Sync start date | Choose any date in the past | Control how far back data is imported |
| Customer mode | One generic customer or full customer syncing | Depending on your business reporting needs |
| Bank Account | Select a QBO bank/clearing account | Where payouts (deposits) are created |
| Income Account | Select the revenue account | Where Sales Receipts are booked |
| Expense Account | Select the fee expense account | Where Braintree fees are recorded |
| Sales Tax Handling | Choose the QuickBooks Tax Code | Ensures proper tax accounting |
| Class Tracking | Choose a default class (if enabled) | For class-based reporting |
All configuration values can be updated at any time.
What is not synced (yet)
- Disputes / chargebacks
- Open invoices prior to payment
- Standalone subscription objects / metadata
We focus on reconciled revenue, keeping your accounting clean.
Requirements
✅ Connected Braintree account
✅ Connected QuickBooks Online company
✅ Active authorization on both integrations
Setup takes only a few minutes.