SalesPlay - Help Center

SalesPlay POS offers seamless integration with QuickBooks Online, allowing you to automate your accounting process and eliminate manual data entry. By enabling this feature, your sales, invoices, and transaction data will automatically sync from SalesPlay to your QuickBooks account — ensuring accurate bookkeeping and effortless financial management.

Benefits of QuickBooks Integration

• Automatic Data Sync: Your daily sales and transactions flow directly from SalesPlay POS to QuickBooks Online.
• Accurate Bookkeeping: Minimizes manual data entry and reduces accounting errors.
• Custom Sync Schedule: Choose the exact time you want your data to sync automatically each day.
• Flexible Options: Select between Online Mode (automatic sync) or Offline Mode (manual upload).

Note: You can’t use both Online and Offline modes simultaneously. Please choose one integration method.

1. QuickBooks Online (Automatic Sync)

This mode enables SalesPlay to automatically transfer your sales data to QuickBooks at a specific time each day.

• Your POS system syncs invoices, receipts, and transactions directly with your QuickBooks account.
• You can set the sync schedule based on your business preferences.

2. Offline Mode (Manual Sync)

If you prefer manual control, you can download your sales data file from SalesPlay and upload it to QuickBooks whenever needed.

• Gives you full control over when and how your data is transferred.
• Ideal for businesses with limited or unstable internet connections.

Follow these steps to set up the integration between SalesPlay POS and QuickBooks Online:

1. Login to your SalesPlay POS Back Office Web Portal.
2. From the main menu, go to Settings.
3. Select the Feature section.
4. Turn ON the toggle for QuickBooks Integration.
5. Click Save.

Once enabled, “QuickBooks Integration” will appear as a submenu under Settings.

1. Open QuickBooks Integration from the Settings menu.
2. Under Select Option, choose QuickBooks Online.
3. Click Get Started with QuickBooks.
4. Begin the setup process.
5. Obtain your Client ID and Client Secret from your QuickBooks Developer account.
6. Click Copy Redirect URI, and save it to a notepad or document — you’ll need it later.
7. Click the Connect QuickBooks icon.
8. A new page will open to authorize the connection.
9. Enter your Client ID, Client Secret, and select your Starting Date.
10. Set the Transaction Schedule Time — the daily time when your sales data will automatically sync from SalesPlay to QuickBooks.
11. Click Save to complete the setup.

Once Integrated

• Your daily sales transactions will be automatically synced to QuickBooks based on the scheduled time.
• You can review synced records in QuickBooks to confirm data accuracy.
• Any updates or modifications in SalesPlay will reflect in QuickBooks during the next scheduled sync.

QuickBooks Offline

QuickBooks Online