Add a Credit Card account in QuickBooks Desktop

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In order to activate a credit card in MineralTree, it must first be set up as a credit card account in QuickBooks Desktop.

Navigate to Lists > Chart of Accounts 

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From the bottom righthand corner, press Account and select New

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Select the Credit Card account type

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Fill in an Account Name, and an Account Number (Acct. No)

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It is not necessary for the Credit Card Acct No to be the actual credit card number; you can select any account number that will fit in with your Chart of Accounts structure.

Please note: Subaccounts must have the same type as accounts, so a Credit Card account cannot be the subaccount of a Bank account.  

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