After you’ve completed configuring (by invoice) how you want to push data from Zenoti to the accounting platform, you must map each payment type in Zenoti with the corresponding payment account (for Xero and NetSuite) or payment methods (for Quickbooks) in the accounting platform.
For example, if the payment type Cash in Zenoti is configured as the Cash payment account in the accounting platform, you must map these two payment types.
Before you start mapping the payment types, you must sync the accounts in the Manual Sync tab.
To map payment types
- Navigate to the Integrations tab either at the center level or at the organization level.
- Expand Accounting accordion.
- Locate and expand the Payments Mapping tab.
4. For each payment type in Zenoti, do the following:
a. From the Payment Header drop-down, select the payment type in Zenoti
b. From the Mapped Account drop-down, select the corresponding payment account or payment method in the accounting platform.
c. Click Add.
An entry is added for the payment type.
5. Click Save.
The payment types are mapped.