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Robyn Atkinson
Level 1

How to integrate Zettle...Struggling!

From researching this, I believe that the problem is with VAT registration.  I am on a plan from QB (for non-VAT registered self employed) so I don't think that I have access to VAT settings.  None that I can find at least.

Zettle have provided me with help their end so I think I just have to sort things the QB end but I don't know how.

 

I tried to have a go at adding Zettle to my accounts this evening and it is not even showing in the list on QB anymore.  Has something between the two platforms changed??

 

Please help Quickbooks!

Solved
Best answer November 09, 2021

Accepted Solutions
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QuickBooks Team
QuickBooks Team

How to integrate Zettle...Struggling!

Let me route you to the right support, Robyn Atkinson.

Looking at  the Zettle website they state only certain Quickbooks products can integrate and yes the Self Employed product is not one of them. The data is coming from them and there are restrictions which may prevent them from transferring the data to the Self Employed product, which may be why this is the case.

 

If you need to manually add transactions from Zettle, just follow the steps below: 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Tap the Select a category menu. Choose the best category to organise your transaction. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, Press Save.

 

To learn more about this one, see the Manually add transactions in QuickBooks Self-Employed article. Just in case you'll need to import old transactions from your financial institutions, just follow the steps and details in the Manually import transactions into QuickBooks Self-Employed article. 

 

Feel free to visit our Help articles page to seek sources to guide you in performing any QuickBooks tasks. Simply type a keyword of your concern on the search field and let the system show related articles to help you. 

 

Post again here if you have other questions about accessing your QuickBooks Self Employed account. I'll be around to help. You have a good one. 

View solution in original post

1 REPLY 1
RCV
QuickBooks Team
QuickBooks Team

How to integrate Zettle...Struggling!

Let me route you to the right support, Robyn Atkinson.

Looking at  the Zettle website they state only certain Quickbooks products can integrate and yes the Self Employed product is not one of them. The data is coming from them and there are restrictions which may prevent them from transferring the data to the Self Employed product, which may be why this is the case.

 

If you need to manually add transactions from Zettle, just follow the steps below: 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a description.
  3. Tap the Select a category menu. Choose the best category to organise your transaction. Learn more about categories.
  4. If you have a receipt, you can drag and drop it onto the form.
  5. When you’re done, Press Save.

 

To learn more about this one, see the Manually add transactions in QuickBooks Self-Employed article. Just in case you'll need to import old transactions from your financial institutions, just follow the steps and details in the Manually import transactions into QuickBooks Self-Employed article. 

 

Feel free to visit our Help articles page to seek sources to guide you in performing any QuickBooks tasks. Simply type a keyword of your concern on the search field and let the system show related articles to help you. 

 

Post again here if you have other questions about accessing your QuickBooks Self Employed account. I'll be around to help. You have a good one. 

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