User Tools

Site Tools


merchant_guide:qb_preferences
no way to compare when less than two revisions

Differences

This shows you the differences between two versions of the page.


Previous revision
merchant_guide:qb_preferences [2010/11/16 12:54] (current) matt
Line 1: Line 1:
 +====== Preference ======
  
 +===== Overview =====
 +
 +In the previous step you [[QB_setup|setup Web Connector]].  Now it is time to select your preferences. From the QuickBooks Sync main menu click "Preferences" A screen will appear and display 4 options:
 +  * Account Preferences
 +  * Customer Preferences
 +  * Export Preferences
 +  * Package Preferences  
 +
 +Please complete each task and click "Tasks Complete" at the bottom of the page when you are finished.
 +
 +==== Account Preferences ====
 +
 +Enter the name of the QuickBooks account as listed in the Chart of Accounts (Lists > Chart of Accounts) for each of the following items. Type "NA" if the account is not applicable to your store (e.g. If your packages are non-shipping type "NA" for "Shipping Charges"
 +
 +  - Shipping Charges
 +  - Order Level Tax
 +  - Line Item Tax
 +
 +When you're finished click "Tasks Complete" at the bottom of the page.  If you closed the browser just re-open it and navigate back to the setup screen. You will need to click "Tasks Complete" before you can move onto the next step.
 +
 +If you clicked "Tasks Complete" you should be redirected back to the main progress menu.  A check mark will appear next to the first step and you can move onto step two [[QB_preferences|Preferences]]. 
 +
 +
 +----
 +
 +//QuickBooks® is a registered trademark and service mark of Intuit Inc. in the United States and other countries.//
merchant_guide/qb_preferences.txt · Last modified: 2010/11/16 12:54 by matt