When creating a Payment Method in QuickBooks, you have the option to identify the payment as a credit or debit card. The Acctivate sync looks for Payment Methods with a particular name to identify the type of payment.
During a QuickBooks Online sync, Acctivate will attempt to match Payment Methods to a particular Payment Type, which is used to identify the type of payment (i.e., cash, check, credit card, e-check, other, etc.)
Acctivate uses the Payment Type to determine which payment fields to show and, if a payment processor is configured in Acctivate, it is used to determine which payments can be processed online (credit cards and eChecks).
When configuring a Payment Method in QuickBooks Online, use the option "This is a credit or debit card" for Payment Methods which are to be treated as a credit card in Acctivate.
Payment Methods with the following name and the "This is a credit or debit card" option enabled will be assigned the corresponding Acctivate Payment Type during sync.
| QuickBooks Online Payment Method | Acctivate Payment Type |
|---|---|
| American Express | American Express |
| Amex | American Express |
| Credit Card | Other credit card |
| Discover | Discover |
| MasterCard | MasterCard |
| Visa | Visa |
| Any other Payment Method with "This is a credit or debit card" enabled | Other credit card |
Payment Methods with the following name and the "This is a credit or debit card" option disabled will be assigned the corresponding Acctivate Payment Type during sync.
| QuickBooks Online Payment Method | Acctivate Payment Type |
|---|---|
| Cash | Cash |
| Check | Check |
| eCheck | eCheck |
| e-Check | eCheck |
| eCheque | eCheck |
| e-Cheque | eCheck |
| Any other Payment Method with "This is a credit or debit card" disabled | Other |
By naming Payment Methods appropriately in QuickBooks Online, you can ensure that you have the full functionality of payment processing in Acctivate.