Skip to main content
All CollectionsManage Finances
Finance mapping rules for multiple payment methods
Finance mapping rules for multiple payment methods
Updated this week

The table below describes how transactions using multiple payment methods in WellnessLiving are managed and displayed for Finance users in QuickBooks Online.

Mapping rules apply when two or more payment methods are selected during checkout.

Finance mapping rules for multiple payment methods

First payment method

Second payment method

Mapping rule

Virtual terminal

  • Cash

  • Check

  • PIN pad

  • Account

  • ACH

  • Card swiper

When Virtual Terminal is the first payment method selected, the transaction isn’t split and is mapped to the chart of accounts selected during Finance setup.

The deposit on QuickBooks Online will only display Virtual Terminal as the payment method.

Card swiper

  • Cash

  • Check

  • PIN pad

  • Account

  • ACH

  • Virtual terminal

When Card Swiper is the first payment method selected, the transaction isn’t split and is mapped to the chart of accounts selected during Finance setup.

The deposit on QuickBooks Online will only display Card Swiper as the payment method.

ACH

  • Cash

  • Check

  • PIN pad

  • Account

  • Card swiper

  • Virtual terminal

When ACH is the first payment method selected, the transaction isn’t split and is mapped to the chart of accounts selected during Finance setup.

The deposit on QuickBooks Online will only display ACH as the payment method.

Cash

  • Check

  • PIN pad

  • Account

  • ACH

  • Card swiper

  • Virtual terminal

When Cash is the first payment method selected, the transaction isn’t split and is mapped to the Auty Cash and Check Clearing Account, which is automatically created in the connected QuickBooks Online account after Finance setup.

The deposit on QuickBooks Online will only display Cash as the payment method.

Check

  • Cash

  • PIN pad

  • Account

  • ACH

  • Card swiper

  • Virtual terminal

When Check is the first payment method selected, the transaction isn’t split and is mapped to the Auty Cash and Check Clearing Account, which is automatically created in the connected QuickBooks Online account after Finance setup.

The deposit on QuickBooks Online will only display Check as the payment method.

PIN pad

  • Cash

  • Check

  • Account

  • ACH

  • Card Swiper

  • Virtual terminal

When PIN Pad is the first payment method selected, the transaction isn’t split and is mapped to the Auty Cash and Check Clearing Account, which is automatically created in the connected QuickBooks Online account after Finance setup.

The deposit on QuickBooks Online will only display PIN Pad as the payment method.

Account

  • Cash

  • Check

  • PIN Pad

  • ACH

  • Card Swiper

  • Virtual terminal

When Account is the first payment method selected, and the second payment method is Cash, Check, or PIN Pad, the transaction isn’t split and is mapped entirely to the Auty Cash and Check Clearing Account.

When the second payment method is ACH, Card Swiper, or Virtual Terminal, the transaction isn’t split and is mapped to the chart of accounts selected during Finance setup.

The deposit on QuickBooks Online will only display the second payment method that was selected.

Did this answer your question?