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How to map Payment Methods between QuickBooks Commerce and Shopify?

QuickBooks Commerce's Payment Method is mapped with Shopify's Payment Gateway. It is not case-sensitive, and spaces for matching will replace dashes/underscores. For example, if the Payment Method in QuickBooks Commerce is "Credit Card", a Payment Gateway of "credit-card" or "credit card" or "Credit Card" would still match.

Note
If you have two Paypal account (e.g., Paypal US and Paypal AUD), we cannot differentiate the payment between those gateways. Paypal will always have a single Payment Gateway called "Paypal," regardless of the currency.

First, you need to know the Payment Gateway Names in Shopify. To do this, login to Shopify Admin > Settings > Payment Providers. See below.

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Second, make sure the Shopify Payment Gateway names exist in QuickBooks Commerce. If not, you have to create this Payment Method for us to capture the Payment Type. You can find this under Settings > Configuration > Payment Methods > New Payment Method. 

 

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Note
This becomes relevant when you have Accounting integration (Xero/QBO). If you do not map Payment Methods accordingly, the Payment Type will be empty and won't be mapped to the Payment Ledger account.

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And the Invoice will sync to XERO/QuickBooks with its Default Payment Ledger account.

In QuickBooks:

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In XERO:

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If you wish to map each Payment Method with specific ledgers, read this article for more information on how to map Payment Ledger accounts with Accounting platforms. (XERO and QuickBooks )

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