How to Connect QuickBooks with Braintree
Welcome back to our blog! In this article, we’re excited to share a step-by-step guide on how to connect QuickBooks with Braintree. This integration will streamline your payment tracking and enhance your financial management. Let’s get started!
Step 1: Access the QuickBooks App Store
Begin by opening your web browser. In the search bar, type "QuickBooks App Store," and click on the link to navigate to its homepage.
Step 2: Search for Pay Tracker
Once you’re on the QuickBooks App Store homepage, locate the search bar. Type in "Pay Tracker" and click on the search result.
Step 3: Install the Pay Tracker App
Find the "Get App Now" button on the Pay Tracker app page and click it. This will initiate the installation process for the app.
Step 4: Connect Pay Tracker to QuickBooks
After installing, click on the "Connect" button. You will be prompted to choose the purpose for using Pay Tracker transactions. Select the option that best aligns with your needs.
Step 5: Account Detection
The app will now detect your QuickBooks account linked to the same email you used for the initial setup. It’s important to ensure that you are logged in with the correct email address to facilitate a smooth connection.
Step 6: Get Started with Braintree
Once your accounts are linked, click on the "Get Started" button. You will be redirected to a new page.
Step 7: Enter Braintree Credentials
From the list of integration options, find and click on the Braintree tile. You will need to enter your Merchant ID, Public Key, and Private Key, which you can find in your Braintree account.
Step 8: Finalize the Connection
After filling in the required details, tap the "Connect" button. This will finalize the integration process.
Conclusion
And there you have it! You have successfully connected QuickBooks with Braintree. This integration can greatly enhance your payment tracking efficiency and help keep your financial records organized. Thank you for reading, and we hope you find this guide helpful in streamlining your financial processes!
