QBO-BrainTree Integration

Using a third-party connector would be a better solution for easily reconciling your invoice payments. You'll also be able to import transaction history if needed.

Thank you for sharing a detailed description of your concern, Dan.

Let's team up to ensure a smooth and seamless transition to QuickBooks Online (QBO).  

First, entering a customer's credit card information in QBO is designed for our own payment system, QuickBooks Payments. This ensures compliance with payment processing standards and the secure handling of sensitive data. With this, you can consider signing up for QuickBooks Payments.

Once subscribed, you can enter customer credit card details directly within their profile. Refer to the image below for visual guidance.

Second, using a third-party integration tool can simplify the process of syncing data with QBO. For example, PayTraQer is a supported integration app that allows for syncing payment data, but it doesn't offer storing credit card info.

For your third question, yes, by using a third-party connector.

Simply put, you can use a third-party app for Braintree integration, but you'll need a separate app for storing your customers' credit card information. You can check out the QuickBooks Apps Store to view our list of supported apps or directly visit the Find Integrations page.

Feel free to reach out if you have any follow-up questions about transitioning to QBO.

Thanks, Erika.  That is what I was thinking might be a (the) solution.

I have already added PayTraQer as an integrator.

I already have current customers (~5,000) tokenization in BrainTree.

Can I use QuickBooks Payments to enter credit card information into QBO and then it passes that data (via PayTraQer) into BrainTree for processing?  Will current customer data be passed from BrainTree (via PayTraQer) into QB Payments so cc data can be edited in QBO? CAn they exist harmoniously  (QBO, QB Payments, PayTraQer, BrainTree)?

The credit card information stored in QuickBooks Online can only be used for QuickBooks Payments, danharrington.

The system is unable to share credit card data to an external source like Braintree for payment processing or storage.

However, you can use Braintree as your gateway to process all customer payments. Then, tap PayTraQer as the bridge to automatically sync the completed transaction data (like sales, fees, and refunds) from Braintree into QuickBooks.

Once data is imported by PayTraQer, you can use it in QBO for your accounting records. They can be used to record invoice payments, reconciliation, and financial reporting.

To find out exactly what kind of data can be synced to QuickBooks Online, it's best to contact the support teams for PayTraQer or Braintree.

The specific data that syncs depends on the features and settings of each third-party application.

Don't hesitate to always reply if you have other questions for us.

Interesting.  Thanks jenop2.

Then really I would not want to use QuickBooks Payments as I am already using BrainTree and would not want to complicate the situation.

1) Better to find a way to enter new customer credit card information into BrainTree as the only storage of customer credit card information.

2) Understand how to trigger payments in BrainTree for credit card customers - can QBO (batch invoicing based on certain criteria) accomplish this via PayTraQer or another means vs manual?

I'm learning.  This is a really helpful forum.

I'm glad this forum has been helpful to you, danharrington.

Although it's convenient to integrate your current systems, I agree that keeping a single source for all your credit card data prevents complications.

While batch invoicing is only available in QuickBooks Online Advanced, you cannot use this feature via PayTraQer or any other means to directly trigger a payment in Braintree. As mentioned by jenop2, PayTraQer can sync transactions from Braintree to QuickBooks. They don't work the other way around, so the payment needs to be initiated in Braintree first.

To dive deeper into its process, or to any of these options, I recommend reaching out to Braintree and PayTraQer's Support Team. They can elaborate on it and guide you through the procedure.

After PayTraQer detects the payment processed in Braintree and creates a corresponding entry in QBO, reconcile your accounts to ensure your books are always up to date.

Please respond below with any follow-up questions regarding payment handling or QuickBooks. We're always here to assist you.