I was given this screen shot to set up cc's but I have looked everywhere in the settings and can not find this screen anywhere. Please tell me how to get to this setting to set up cc. Thank you.
Hey @LisaVos, happy to clarify! You can find that screen by heading to Settings > Policies > Policy Name > Connections > Configure > Export.
Let me know if you have questions and I will be happy to help!
Now this error....how do I fix it?
Hi @LisaVos - do you see this when you go to Sync the connection?
I saw this when I walked through the step provided above. Can you get back to me in the next hour or two instead of two days? I am working on the file now.
Hi @LisaVos -- I replied to our email thread where you shared this error with instructions and why this is happening. Please take a look there and let's continue in the email as requested.
For context for other customers, a credit card type account needs to be added in QB and then selected when trying to change the export to credit card. If there is no valid account selected, this error will be given.