How to connect your QuickBooks account to Pencil?

1. Go to www.pencilpay.com Click on the LOGIN button top right on the home page

2. Log in with your Supplier login

3. On the Left-hand side of the click on the “Integrations” tab

4. Select the software in which the Supplier has:

   1. Click on the QuickBooks integration tile:

      1. Click on “Get Started”

      2. Log in to your QuickBooks account

      3. Click Allow Access

      4. Select your QuickBooks company from the dropdown and confirm terms of use

      5. Update the Reconciliation Configuration

         1. Bank Account (select which bank account you wish funds collected to be transferred to; if you don’t have an account, click on the + sign and add, then go back and refresh the list)

         2. Transaction fee account (select which account you wish the Pencil transaction fee to be linked to; if you don’t have an account, click on the + sign and add, then go back and refresh the list)

      6. Click Save to save changes

      7. The system will start to sync data