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 Payment Item that points to the Deposit Account you want to use.
How to Access Payment Mapping #
In order to map the new Payment Method click File > Settings and POS Entity and select the dispensary. Once connected to QuickBooks, 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. To add any new Payment Types click Refresh List to pull in any unmapped Payment Types. 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 #
Now you will need to map the payment to the QB PAYMENT Item, QB OFFSET Item, and QB Fee Item if applicable. Deposit Cutoff and Fee Amount will be covered in an additional document.
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.