B5. Mapping QuickBooks Payment Method List to ConnectBooster Payment Methods

B5. Mapping QuickBooks Payment Method List to ConnectBooster Payment Methods

Navigate to “Lists > Customer Vendor Profiles > Payment Methods” list.

  • The left payment method column needs to match the syntax as listed in ConnectBooster, under Setup > Accounting > Accounting Payment Methods. Make sure they appear exactly as depicted in the screen shot below.
  • For example, if “Visa” is listed in QuickBooks as “VISA”, it would have to be changed to match the case sensitive “Visa” as displayed in the ConnectBooster payment method setting.
    • Alternatively, you may change the syntax in ConnectBooster to match how it is reflected in your QuickBooks method column.

ConnectBooster Screenshot