Before point of sale (POS) activity is posted from The Edge to QuickBooks, all payment methods used in The Edge must be present as payment methods in QuickBooks.
To align payment methods between The Edge and QuickBooks:
- From The Edge, select Administrative > Credit Cards > Set Up Card Types.
- Make note of the QuickBooks Name associated with each Payment Type needed (these will need to match the name on the payment method setup in QuickBooks).
- From QuickBooks, select List > Customer Vendor Profiles > Payment Methods.
- Right click to add a new or edit existing payment methods in QuickBooks.
You must ensure that there is a payment method here for each credit card type in The Edge and that it matches the QuickBooks name provided in The Edge exactly (spelling and spacing are significant; upper/lower case is not).