Summary #
When the dispensary begins accepting a new Payment Method you will need to map it in the Connector. The steps below will assist in mapping the new Payment Method.
There is work to be performed in QB prior to setting up the Connector. Before attempting to map the Connector, you may need to create a QuickBooks Bank/Cash Account, if you don’t currently have one you want to use, and you may want to create a new Payment Method within the Payment Method list.
Two common ways to confirm a payment type is missing are via a processing pop-up as well as a log file error.
How to Access Payment Mapping #
In order to access where you’ll begin the process of mapping any payment types old or new, you’ll click File > Settings and POS Entity. Then click Payment Items to pull up the payment mapping window.
In the new window that opens you will see a list of all mapped Payment Items. First you will not see any new Payment Types to map. Click Refresh List to pull in any unmapped Payments.
At the bottom of the list, you will see any new and unmapped Payment Types. If there are any Payment Types showing in the list that you don’t need you can delete them by clicking in the far-left column and then press Delete on your keyboard.
Mapping Treez Payment #
Treez populated the missing payment, but now you will need to map the payment to the QB Payment Method, QB Deposit Account, QB CM Payment Item and QB CM Offset Item as applicable. Deposit Cutoff and Fee Amount will be covered in an additional document.
As a standard, The QB CM Payment Item and QB CM Offset Item are mapped as Total Sales Offset.
To save the changes you made, you will need to select UPDATE on BOTH the Payment Items window and the Main Settings window, which have been highlighted below.
Payment Items Update:
Main Settings Update:
Your Payments are now updated and you can return to the main window and attempt to resync.