New Integration Set Up or Configure Existing Integration
To synchronize Corpay One Mastercard transactions with QuickBooks Desktop, proceed with the following setup steps:
Navigate to Settings > Integrations on the left-hand menu.
Click on the QuickBooks Desktop tile.
If this is your first time setting up the integration, click Connect. If the integration is already set up, click Configure.
Pre-requisites:
Teams must be enrolled for Corpay One Mastercard.
Configuration Steps:
During the integration process, you'll encounter a section titled "Sync Corpay One Mastercard transactions." Progress through the integration by clicking "Next" after completing each step.
The first step in integrating card transactions is to turn on the "Sync Corpay One Mastercard transactions" toggle. Once it's turned on, you'll see a series of setup options.
Choose
If you want Corpay One to create a Liability account in QuickBooks Desktop
If you want the transactions and payments are mapped to an existing liability account in QuickBooks Desktop.
The second step involves synchronizing historical transactions. Enable the "Sync historical card transactions" toggle if desired. Since only a limited number of historical Corpay One Mastercard transactions can be synced to Business Central, use the Calendar to select how far back to sync the transactions, up to 3 months.
Once the credit card transaction sync setup is complete, click the Complete button to complete the integration setup.
Note:
When you change the sync setup options, please note that historical transactions previously synced to Business Central won't sync again. Any transaction modified before updating the sync setup will sync to the new Liability Account in QuickBooks Desktop.