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Quick Books Setup
The QuickBooks Setup allows you to identify the location
of QuickBooks on your system and to specify account name information required
to create a QuickBooks import file from your CRE Sales data. To access
this screen, select Quick Books Setup from the Setup menu.
The import file posts totals to Undeposited Funds, Sales Income, and Sales
Tax accounts. A customer name and sales tax agency must also be identified.
The accounts and names must be defined in QuickBooks prior to importing
files generated by CRE.
QuickBooks Directory: This is the name of the directory in which
QuickBooks is located.
Customer Name: This is the customer name identified as responsible
for sales income. The default
customer name is CRE customer (a single customer who represents all customers
which made purchases via the CRE system).
Undeposited Funds Account Name: If the name you select is a sub
account of another account, place a colon ":" between the main
and sub account. In the example:
Main Account - Undeposited Funds
Sub Account - CRE Undeposited Funds
Enter - Undeposited Funds:CRE Undeposited Funds
Sales Income Account Name: If the name you select is a sub account
of another account, place a colon ":" between the main and sub
account. In the example:
Main Account - Sales
Sub Account - CRE Sales Income
Enter - Sales:CRE Sales Income
Sales Tax Agency Name: This is the Sales Tax Agency associated
with taxes passed to QuickBooks.
Sales Tax Agency Account Name: If the name you select is a sub
account of another account, place a colon ":" between the main
and sub account. In the example:
Main Account - Sales Tax Payable
Sub Account - CRE Sales Tax Payable
Enter - Sales Tax Payable:CRE Sales Tax Payable
Control Buttons:
Update - Click on this to exit and save all the changes in the
QuickBooks Setup information.
Cancel - Click on this to exit without saving any changes made
in the QuickBooks Setup
information.
Return to Page 14 Display Setup - Page
15 The Setup Screen
Go on to Page 17 Set Tax Rate
- Page 18 Set Default Printer
Quickbooks Point Of Sale | Cash Drawers | POS Hardware
Point Of Sale Hardware | Technology
Point Of Sale System | Retail Software | POS Dealer | Restaurant POS
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