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merchant_guide:qb_preferences [2010/11/16 12:54]
matt
merchant_guide:qb_preferences [2010/11/15 23:00] (current)
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-====== Preference ====== +====== Preference ======  
- +  
-===== Overview ===== +===== 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: +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 +  * Account Preferences  
-  * Customer Preferences +  * Customer Preferences  
-  * Export Preferences +  * Export Preferences  
-  * Package Preferences   +  * Package Preferences    
- +  
-Please complete each task and click "Tasks Complete" at the bottom of the page when you are finished. +Please complete each task and click "Tasks Complete" at the bottom of the page when you are finished.  
- +  
-==== Account Preferences ==== +==== 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")  +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 +  - Shipping Charges  
-  - Order Level Tax +  - Order Level Tax  
-  - Line Item 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. +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]].  +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.// //QuickBooks® is a registered trademark and service mark of Intuit Inc. in the United States and other countries.//
C:/Domains/subscrip/wiki.subscriptionbridge.com/wwwroot/sbdata10/attic/merchant_guide/qb_preferences.1289930068.txt.gz · Last modified: 2010/11/15 23:00 (external edit)
 


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