Payment Method Mapping
Payment method mapping controls how payment methods from Service Invoice Pro appear in QuickBooks when payments are synced.
How It Works
When a payment is synced to QuickBooks, it includes a payment method name. The mapping translates SIP’s internal payment method names to whatever names you use in QuickBooks.
Default Mappings
When you first connect QuickBooks, default mappings are created automatically:
| SIP Payment Method | Default QB Method Name |
|---|---|
| Credit/Debit Card | Credit Card |
| ACH Bank Transfer | ACH |
| Apple Pay | Credit Card |
| Cash | Cash |
| Check | Check |
| Zelle | Other |
| Other | Other |
These defaults work for most businesses. You only need to change them if your QuickBooks account uses different payment method names.
How to Customize
- Go to Settings > Integrations > QuickBooks and open the Payment Method Mapping tab.
- Edit the QB Method Name field for any payment method you want to change.
- Click Save.
For example, if your QuickBooks account uses “Visa/MC” instead of “Credit Card”, change the QB Method Name for Credit/Debit Card to “Visa/MC”.
When Mappings Apply
The mapped QB method name is used every time a payment is synced to QuickBooks — both via auto-sync and manual push. If you change a mapping, future payment syncs use the new name. Previously synced payments keep whatever name they were synced with.
Reset on Disconnect or Company Switch
Payment method mappings are cleared when you disconnect QuickBooks or connect a different QuickBooks company. When you reconnect, the default mappings are re-created automatically. Any customizations will need to be re-applied.
Related
- Sync Settings — enable auto-sync for payments