Software Integrations - Triangle Merchant Services

Seamless Software Integrations

Connect your payment processing with QuickBooks, Salesforce, and other business management software for effortless automation

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Increase Efficiency

Keep your payments flowing seamlessly, without manual work

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Reduce Processing Fees

Lowest available rates for traditional processing or fully compliant surcharging

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24/7 Support

Personalized onboarding, training, and a dedicated account manager

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QuickBooks Integration

2-Way Sync • Real-Time Updates

Online
Desktop
GAAP Compliant

QuickBooks Integration

Unleash the power of your billing and payment processing. Our fully integrated solution works with QuickBooks Online or Desktop.

  • All your customer and payment records stay up-to-date with 2-way sync
  • Accept one-off payments or send email invoices individually or as a batch
  • Flexible payment options including ACH, eCheck, credit card, or debit card
  • Transactions are recorded with full GAAP compliance, every time
  • Every payment is immediately reconciled so your books are always up-to-date
  • Save hours every week by eliminating CSV files and manual data entry
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Salesforce Integration

Direct Payments • Real-Time Visibility

CRM Sync
Billing
Reporting

Salesforce Integration

Our Salesforce billing integration enables seamless acceptance of payments directly within the Salesforce platform.

  • All your customer and payment records stay up-to-date with 2-way sync
  • Simplify billing, reconciliation, and reporting processes
  • Accept one-off payments or send email invoices individually or as a batch
  • Flexible payment options including ACH, credit card, or debit card
  • Enhance customer convenience with a seamless payment experience
  • Real-time visibility into financial transactions for improved revenue management
  • Save hours every week by eliminating CSV files and manual data entry
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Custom Software Integrations

We integrate with your existing accounting and business management software

Your Software, Our Expertise

Using accounting or business management software that's not QuickBooks or Salesforce? No problem!

Our team will help you integrate your new merchant services platform with your existing system, ensuring seamless data flow and eliminating manual entry.

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Works With Your Tools

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Custom API Integration Available

Why Integrate Your Payment Processing?

Streamline operations and save valuable time

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Save Time

Eliminate hours of manual data entry every week with automatic synchronization

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Reduce Errors

Automatic data sync eliminates human error and ensures accuracy

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Real-Time Reporting

Instant visibility into your financial data for better business decisions

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Better Cash Flow

Faster payment processing and reconciliation improves your cash flow

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Automated Workflow

Streamline your entire billing and payment process from start to finish

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Scale Your Business

Handle more transactions without adding administrative overhead

Perfect for Every Industry

Our integrations work seamlessly across all business types

Professional Services
Construction
Healthcare
Non-Profit Organizations
Retail
Restaurants
E-Commerce
Membership Clubs
Municipalities
Hospitality
Golf Courses
And Many More

Ready to Integrate Your Software?

Let's connect your payment processing with your business management tools

Free consultation. Expert implementation. Ongoing support.

Get Started Today

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