Integrating Helcim with QuickBooks Online (QBO) allows you to bridge the gap between your accounting and your payments. Depending on how you interact with your customers, Helcim offers two distinct ways to connect: the QBO Direct Integration or the Helcim Payment Extension for QBO.
What’s the difference and which connection is right for you?
QBO Direct integration
Use the QBO Direct integration if you…
Send invoices via email for customers to pay on their own time.
Want to use "Pay Now" button on emailed invoices or Auto-Collect.
Want customer-initiated payments.
Want to set up recurring invoices with saved credit cards or ACH payments.
Want your transactions to automatically sync with QBO.
Helcim Payment Extension for QBO
Use the Helcim Payment Extension for QBO if you…
Take payments in-person or over the phone while looking at QuickBooks Online.
Want to use Helcim Card Reader (Tap/Dip) or manual "Keyed-in" entry to process payments.
Want merchant-initiated payments.
Want to use surcharging (Helcim Fee Saver).
Want to do one-off transactions for walk-in customers.
Contents
Connect using our direct integration | |
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Connect using our payment extension | |
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| Accept QuickBooks Online transactions with the Payment Extension |