I need some assistance on a QuickBooks Online - BrainTree integration.
Some history -
*I have an active QBO, but used journal entries to summarize customer information monthly.
*I have an active BrainTree account that integrates with microsoft D365 for customer invoicing and payment processing.
*We manually enter customer credit card info for new customers into D365.
I am moving to QBO and removing D365 so invoicing can be done via QBO and credit card processing can be done via BrainTree.
My most immediate questions are -
1) what steps are needed so I can see where in QBO you would enter a customer credit card data for new customers?
2) Do you need a 3rd party app to make the integration easier (PayTraqer, etc) between the two systems?
3) Does current BrainTree cc data integrate back into QBO?
Any help is appreciated.
Dan
