This article is related to the legacy Accounting Link integration (and not for cloud-based Xero and MYOB Integrations). Please refer to the Accounting Integration Overview article for details on supported integrations.
Regardless of which Payments Types within Retail Express you plan to use all Payment Types need to be mapped to an existing account within your accounting package.
Without all Payment Methods mapped you may experience a message advising of errors found in your current profile - similar to the below.
To action and map your new Payment Types:
- Open Accounting Link on your PC
- Click Preferences > Payment Methods
- Click Edit at the top
- Scroll down to find the new payment methods
- Select an appropriate Accounting Software payment method.
- Select an appropriate account from the Deposit Account column for each one
- Click Save
This process will need to be followed for each new Payment Type added.