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D
danharrington
September 25, 2025
Question

QBO-BrainTree Integration

  • September 25, 2025
  • 1 reply
  • 26 views

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

1 reply

SIAB
SIAB
Level 2
September 25, 2025

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.

E
Erika_KQuickBooks Team
QuickBooks Team
September 25, 2025

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.

    D
    danharringtonAuthor
    September 26, 2025

    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)?

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