Audience: ERP Admin and Accounting Manager
Summary: Reviews how to add a credit card to QuickBooks Desktop in order to use it as a payment method in MineralTree.
Overview of credit cards in MineralTree
There are two types of credit card payments in MineralTree.
Credit Card - a secure tokenized credit card payment (please reach out to your Customer Success Manager to see if your credit card is enabled for tokenized payments)
Manual Card - attach your Visa or MasterCard to MineralTree for record-keeping purposes. Manual payments use the same steps and approval workflow as standard payments, though MineralTree does not send manual payments out.
Add a credit card in QuickBooks Desktop
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
From the bottom righthand corner, press Account and select New
Select the Credit Card account type.
Fill in an Account Name, and an Account Number (Acct. No)
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.