When recording a payment in BuildOps, you’ll select a Payment Type (for example: Cash, Check, ACH). Payment Types are customizable and can be set up based on your accounting setup.
Create a Payment Type in BuildOps
Open the Company Settings dropdown.
Select Accounting Settings.
Click the Payment Type tab.
Click Add Payment Type on the right-hand side.
Enter the payment type name (for example: Cash or ACH).
Click Save.
Important Notes for Accounting Integrations
How you add Payment Types may differ depending on your accounting integration.
If You’re Integrated with QuickBooks
QuickBooks Desktop (QBD)
Payment Types must be created directly in QuickBooks Desktop.
Once added, they will automatically sync to BuildOps.
QuickBooks Online (QBO)
Payment Types must exist in QuickBooks Online first.
In BuildOps, go to Accounting Settings → Payment Type.
Click Import to pull your QuickBooks payment types into BuildOps.
If You’re Integrated with Spectrum, Netsuite or Sage Intacct
Payment Types are not synced from your accounting system.
You’ll need to add Payment Types manually in BuildOps using the steps above.
If You’re Integrated with Vista
Please reach out to BuildOps Support so they can add a payment type.