Accounting Integration

Automate Payments Inside QuickBooks — No Manual Entry Required

DataFi Payments connects directly to QuickBooks Online and Desktop to automate collections, reconciliation and reporting — so your team closes the books faster every month.

QuickBooks
75%Less time spent on manual payment reconciliation
Faster collections for QuickBooks-powered businesses
ZeroDisruption to your existing QuickBooks workflows
Native Integration

Payments That Post to QuickBooks Automatically

Every payment collected through DataFi posts directly to QuickBooks — matched to the right invoice, coded to the right account, with zero manual work from your team.

  • Payments trigger from QuickBooks invoices directly
  • Automatic matching to open receivables
  • Real-time sync with your chart of accounts
  • Works with QuickBooks Online and Desktop
Payment Received & Posted
Automatically matched and reconciled
Invoice Closed Automatically
Zero manual steps required
📊
Real-Time Dashboard Updated
Full visibility into cash flow
AR Automation

Get Paid Faster Without Chasing Every Invoice

DataFi automates your entire AR workflow inside QuickBooks — sending reminders, collecting payments and closing invoices automatically so your cash flow stays healthy.

  • Automated payment reminders from QuickBooks records
  • Accept ACH, credit card and eCheck payments
  • Automatic invoice matching and closure
  • Full audit trail inside QuickBooks
💳
Payment Collected
ACH, card or eCheck — your choice
Records Updated Instantly
No imports or manual entry
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Audit Trail Logged
Complete transaction history

Why Businesses Choose DataFi for QuickBooks

Built for the way B2B finance teams actually work.

Works With What You Have

DataFi connects to your existing QuickBooks setup — no new software, no workflow changes required.

Live in Days

Our team handles full setup and testing. Most businesses are collecting payments inside QuickBooks within a week.

Every Payment Method

ACH, credit card, eCheck — your customers pay how they want. Every payment posts automatically.

Real-Time Visibility

See payment status, open invoices and cash flow in real time — right inside QuickBooks.

Secure & Compliant

Bank-level encryption and PCI compliance built in. Your customer data is always protected.

Dedicated Support

A dedicated DataFi team — not a help ticket queue — available when you need us.

Ready to Automate Payments Inside QuickBooks?

See how DataFi Payments connects to QuickBooks — no disruption, no manual entry.

Talk to an Expert