Once you’ve connected your QuickBooks account and configured your basic settings, the next step is setting up accounting mappings.
Mappings automatically categorizes your incoming transactions with the right QuickBooks accounts, vendors, classes, or customers — using simple rules that you control.
How mappings work
In Mapping Settings, you can create rules based on:
Merchant (e.g. Starbucks → Coffee Expense)
Merchant category (e.g. Restaurants → Employee Meals)
Card (e.g. Facebook Card → Marketing Expenses)
Card group (e.g. Engineering Team → Engineering Expenses)
Slash always applies the most specific rule in the following order of priority:
Merchant
Merchant category
Card
Card group
For example: if a card is mapped to a general Marketing account, but it’s used at Starbucks, and you’ve mapped Starbucks to a Coffee Expense account, the Starbucks rule will take priority.
Getting started with mapping settings:
Log in to your Slash dashboard and click Accounting from the sidebar.
In the top-right corner, select Settings and then click Mapping Settings.
You can now set up rules to map a Slash card, card group, merchant category, or merchant to a QuickBooks account, class, vendor, or customer.
Example: Mapping a card to a QuickBooks account
Click on the QuickBooks Account tab.
Select a Slash card and choose the QuickBooks account you want to map it to.
Example: Mapping a card to a QuickBooks class
Click on the QuickBooks Class tab.
Select a Slash card and choose the QuickBooks class to associate with it.
You can repeat these steps to map other Slash entities, including card groups, merchant categories, and merchants to QuickBooks entities such as accounts, classes, vendors, and customers.
Setting up your accounting mappings is a critical part of getting the most out of Slash. Once configured, your transaction data will automatically flow into QuickBooks with the correct context, helping you save time and close your books faster.