Question

QBO Payment Method Not Showing

  • 3 November 2020
  • 2 replies
  • 62 views

I’m using a Zap to take a new payment in QBO and duplicate the record in AirTable.  I’m having a problem with getting the Payment Method from QBO.  I’ve tried ‘Payment Method Ref’ but no data is being returned, even though my test data says “Check”.  Anyone have any experience with this?

Thank you.


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2 replies

Userlevel 7
Badge +12

Hi @Stephanie_B!

 

How are you doing with this issue, do you still need some help here?

Userlevel 7
Badge +9

Hey @Stephanie_B - Sorry for the delayed response here. I’ve been taking a break for the end of the year. One thing to look out for is that Accounting systems often give their payment types specific codes. So instead of check, it might be “970” or something 

 

For example...Take Xero - If you have a document type, the Name (1) is slightly different from the value (2) Xero is expecting. Can you check it’s not the same thing in your case - If not, a screenshot of what you see in that dropdown would be super helpful!