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How to create payment methods in QuickBooks

Matching payments types are required between BPro and QBO in order for payments to sync to QBO.

Written by Stephen O'Hara
Updated yesterday

Here's how you can create a payment type in QuickBooks.

Click on the gear in the top-right and then select 'All Lists'. Then click on 'Payment Methods'.

Click 'New' to create a new payment method. Note: Payment methods in QuickBooks must be named identically to your active BPro payment types.

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