When a new credit card source has been added to your Nexonia environment, you'll need to update the Configuration Parameters to map the new card for your QuickBooks export.
To update the credit card export mapping:
Navigate to Integration* > Integration Setup
*may be relabelled as "QuickBooks" in your Nexonia interface
Navigate to the Configuration Data box and click the Edit Parameters link to access the configuration parameters.
*may be relabelled as "QuickBooks" in your Nexonia interface
Navigate to the Configuration Data box and click the Edit Parameters link to access the configuration parameters.
Navigate to the tab labelled Expenses - Page 2. This is where the export values and preferences are set.
Scroll down to the setting Card Export. This needs to be set to "Yes" in order for the card transactions to export.
Export As: select where the credit card transactions are being exported to in QuickBooks Desktop.
Towards the bottom of this tab, you should see the names of your credit card sources. If the value next to the name of the credit card is **None**, it will not be able to export. Depending on where credit card transactions are being exported to in QuickBooks, you'll need to select a corresponding QuickBooks value to support the export:
| Export As: | Select: |
| Card Transactions | GL Account for the credit card transactions |
| Vendor Bills | AP Vendor for the credit card |
| Checks and Deposits |
GL Account for the credit card transactions and the name of the Payment Method |
Once you've made your selections, click the OK button. Your settings have now been updated and any fully approved expenses based on the credit card transactions will export to QuickBooks.
Tip: if you don't see the GL Account or AP Vendor you need, ensure it's been added in your QuickBooks and run the QuickBooks Web Connector configuration sync to update the list of GL and Vendor values in Nexonia.
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