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Import Data from Cyncly Payments into QuickBooks Online

Bally
  • Updated
This article explains how to export transaction data from the Payments Portal and import it into QuickBooks Online (QBO). This enables you to record payments, fees, refunds, chargebacks, and surcharge fees in your general ledger.

This feature is supported for QuickBooks Online (QBO) only (not QuickBooks Desktop). You will need access to:

  • The Payments Flex Portal
  • Your QuickBooks Online account
  • A defined date range for the transactions you want to export

Export data from the Payments Portal

  1. Open the Payments tab in the Payments Flex Portal. 
     
  2. Enter the required date range using the date fields. 
     
  3. Select Apply. 
     
  4. Select Export.

The system generates a CSV file and downloads it to your default Downloads folder.

Import data into QuickBooks Online

  1. Sign in to QuickBooks Online (QBO). 
     
  2. Select Accounting.
     
  3. Select Link accounts. 


     
  4. Select Upload from file.
     
  5. Select the bank account you want to import transactions into.
     
  6. Upload the CSV file exported from the Payments Portal.

Configure file settings

When importing into Quickbooks you may need to configure the file using the steps below: 

  1. Set Is the first row in your file a header? to Yes.
     
  2. Set How many columns show amount? to One column.
     
  3. Set What is the date format used in your file? to MM/dd/yy.

Map your fields

  1. Map the fields from your CSV file to QuickBooks fields:
    • Date → PaymentDate column
    • Description → ID column
    • Amount → Amount column 

  2. Select Continue. 

    Note: Field names in your CSV must match the exported file structure.

Import transactions

  1. Select the transactions you want to import, or use Select all. 
     
  2. Select Continue. 
     
  3. Confirm the import by selecting Yes.

QuickBooks displays a confirmation message when the import is complete. 

You must repeat the import process for each transaction type:

  • Payments
  • Fees
  • Refunds
  • Chargebacks
  • Surcharge fees 

You can reuse the same CSV file, but you must run a separate import for each category.

Review imported transactions

After the import is complete:

  1. Navigate to your bank transactions in QuickBooks Online. 
     
  2. Review the imported entries. 
     
  3. Accept or categorize the transactions as required

Your Cyncly Payments transaction data is now available in QuickBooks Online for reconciliation and reporting.

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