Step-by-Step Instructions
Go to the Admin Section
Navigate to the Admin section.Users
Select the "Users" option.Edit User Details
Click on the edit icon next to the user you want to modify.Access the Expense Tab
Click on the "Expense" tab.Update Default Credit Card
Update the Default Credit Card account for the user.Save Changes
Click "Update User" to save the changes.
Here's how to check if the account associated is a valid credit card account or not:
While creating an account in Quickbooks Online, the account type selected should be a credit card.
This should appear as:
Please reach out to the ProcureDesk Support team if you are still facing any issues.