# Sync your Roc Terminal+ transactions with QuickBooks

Roc Terminal+ web portal

You can sync both card-present transactions and card-not-present transactions that you run on Roc Terminal+ with your QuickBooks account.

## Card-present transactions 

To sync the details of card-present transactions with QuickBooks, link your device to QuickBooks and then update your device.

### Link your device to QuickBooks 

1. Log in to [https://terminalplus.rocpos.com/login](https://terminalplus.rocpos.com/login).
2. Select **Settings** > **Merchant Settings** > **QB Card Present**.
3. Select the **Selected Epi** box, and then select the EPI of the device.
4. (Optional) To manually enter an invoice number, complete the following steps:
   1. Select **Manua**l.
   2. In **Min Length**, enter the minimum character length of the invoice number.
   3. In **Max Length**, enter the maximum character length of the invoice number.
5. (Optional) By default, the device prompts you to enter a customer's name for each transaction. To turn off this feature, in the **Customer Name** section, set the value of **Min Length** to 0.
6. Select **Update**.

### Update your device 

1. On your device, tap **Main Menu** ≡, and then tap **Updates**.
2. Confirm that the [EPI](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/find-the-epi-of-your-device.md) of the device is correct, and then tap **Enter**.

After you successfully link your device to QuickBooks, your device automatically syncs the transaction information with QuickBooks.

## Card-not-present transactions 

When you use Roc Terminal+ to run a card-not-present transaction, you can sync your transaction information with Quickbooks.

To sync a sale, recurring transaction, or invoice with QuickBooks:

- Select the **Create/Update Invoice with QuickBooks** checkbox.

To sync a refund with QuickBooks:

- Select the **Payment Sync in QB** checkbox.

## Video tutorial 

[Roc Terminal+ | QuickBooks Integration](https://www.youtube-nocookie.com/embed/_REr2pTfnyY)

## Related articles

- [Link your QuickBooks account to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/link-your-quickbooks-account-to-roc-terminal.md)
- [Run a sale with dual pricing on your Roc Terminal+ device](https://support.payroc.com/en-US/core-products/roc-terminal-plus/devices/newland-x800/dual-pricing/roc-terminal-run-a-sale.md)
- [Log in to Roc Terminal+](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/log-in-to-roc-terminal.md)

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From [Payroc Support](https://support.payroc.com/en-US/core-products/roc-terminal-plus/web-portal-account-management/sync-your-roc-terminal-transactions-with-quickbooks). Every page is listed in [llms.txt](https://support.payroc.com/llms.txt).