Troubleshooting

If you are having trouble sending the approved payment from Rotessa to QuickBooks Online there are a few things you can…

Reconcile invoices from Rotessa to QuickBooks Online

Once you receive a Settlement Report from Rotessa, approved transactions will match to QuickBooks Online invoices and…

Import invoices from QuickBooks Online into Rotessa

In your Rotessa account, select the Integrations tab. Select Import Invoices. Rotessa will pull in any outstanding…

Auto Sync for QuickBooks Online

To Auto-Sync and update your customers' invoices from your QuickBooks Online account, you must first import customers…

Connect customers from QuickBooks Online to Rotessa

In your Rotessa account, select the Integrations tab. Select Connect Customers. In the Customer Import page, select…

Connect QuickBooks Online to Rotessa

  In your Rotessa account, select the Integrations tab. Select QuickBooks Online from the integrations page. Sign…