Say your firm uses BigTime Wallet and it’s integrated with QuickBooks. Then, in BigTime, you need to map the QuickBooks accounts where payments are posted into.
This article will walk you through the process.
Click INVOICING...CONFIGURE from your navigation bar.
Click the PAYMENTS tab.
Then, click the ACCOUNTS tab.
Your window will look like this.
There are three accounts to map to:
*Undeposited Fund- the account for “pending” payments that have not yet been deposited.
*Primary Bank Account- the account into which the payments will be deposited. Once the payment is deposited and it's flagged as such in BigTime, the payment will move from undeposited funds into your Primary Bank Account.
*Transaction Fees- the account where transaction fees are entered.
Make your selection from each picklist. Then, click SAVE to save your work.