Once the A/R integration is enabled, payment method mappings must be created for invoices to sync correctly.
If payment method mappings are not in place, invoices will fail to sync and will appear in the Error tab within the Accounting Hub.
After the required mappings are created, one manual sync is required. Once that initial sync is completed, invoices will continue syncing automatically moving forward.
How to Create Payment Method Mappings
Navigate to Accounting Hub.
Click Settings.
Select Create Mapping.
Under Select Mapping Category, choose Create Payment Method Mapping.
Select the payment method to map (for example, MasterCard).
Click Create Mapping.
After the mappings are created, they will appear under Check Mappings.
Important Notes
The same payment methods must exist in QuickBooks and must be mapped consistently in both systems.
If the payment methods do not match between X-1 and QuickBooks, invoices will not sync correctly.
In QuickBooks, the following automation settings must be disabled to avoid sync issues:
Go to Settings → Accounts and Settings → Advanced
Turn Automatically Apply Credits OFF
Turn Automatically Apply Bill Payments OFF
Final Step
After completing the payment method mappings in both X-1 and QuickBooks, perform one manual sync. Once this is completed, syncing will continue automatically.