Third-Party Integrations (Payments & Accounting)

To enable online payments and automatic bookkeeping, Fixly integrates with Stripe, PayPal, and QuickBooks. These settings are managed centrally in your system configuration.

1. Setting Up Online Payments (Stripe & PayPal)

By adding your payment keys, you allow customers to pay for their repairs and upfront deposits directly through your website.

  • Access: Navigate to System Settings > System Configuration and click the Payments tab.
  • Stripe: Enter your Public Key and Secret Key provided in your Stripe Dashboard.
  • PayPal:
    • Mode: Select Sandbox for testing or Live for real transactions.
    • Credentials: Enter your Client ID and Secret from the PayPal Developer Portal.
  • Customer Experience: Once enabled, a "Pay Now" button will appear on digital invoices, allowing customers to settle their bills via their preferred method.

2. QuickBooks Accounting Integration

Fixly can automatically sync your invoices and customer data to QuickBooks, saving you hours of manual data entry.

  • Access: Go to the QuickBooks tab in System Configuration.
  • Configuration:
    1. Enter your Client ID and Client Secret from your QuickBooks Developer account.
    2. Set the Redirect URI to the exact URL displayed in your settings (usually https://yourdomain.com/admin/quickbooks/callback).
    3. Set the Base URL to Sandbox (for testing) or Production (for your real business account).
  • Connecting: Click the Connect button. You will be redirected to QuickBooks to authorize the connection. Once successful, you will see a green "✅ Connected" status.

3. How Syncing Works

  • Invoices: When you generate an invoice in Fixly, the system can automatically create a matching invoice in QuickBooks.
  • Customers: If the customer doesn't already exist in your QuickBooks records, Fixly will create a new customer profile for them during the sync.
  • Tracking: Fixly stores the QuickBooks Invoice ID within the booking details so you can easily reference the record in both systems.

4. Troubleshooting Connections

  • Token Expiry: If the connection stops working, return to the QuickBooks settings tab and click Reconnect to refresh your access tokens.
  • Email Logs: If an invoice fails to sync, check your system logs for detailed error messages from the QuickBooks API.

5. Important Note on Taxes

Ensure your Tax & Invoicing settings in Fixly (VAT or Sales Tax) match your QuickBooks tax configurations exactly to avoid accounting discrepancies.