Add a Credit Card account in QuickBooks Desktop

Follow

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 

qbd-cc-1.png 

From the bottom righthand corner, press Account and select New

qbd-cc-2.png

Select the Credit Card account type.

qbd-cc-3.png

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

qbd-cc-4.png

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.  

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.