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support:quickbooks_setup
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support:quickbooks_setup [2011/02/26 16:37] jshellhaas |
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| There are three major building blocks in configuring the connection between QuickBooks and Ranger. All must be made ready before triggering the connection. | There are three major building blocks in configuring the connection between QuickBooks and Ranger. All must be made ready before triggering the connection. | ||
| * QuickBooks Software - At the Towing Company. This software, purchased from Intuit, is an application that is either loaded on your local computers, or that can be accessed over the Internet using QuickBooks Online. The configuration of this software is an important prerequisite, should reflect the information needs of senior business managers, and is often designed in consultation with the company accountant (who will ideally be an experienced user of QuickBooks) | * QuickBooks Software - At the Towing Company. This software, purchased from Intuit, is an application that is either loaded on your local computers, or that can be accessed over the Internet using QuickBooks Online. The configuration of this software is an important prerequisite, should reflect the information needs of senior business managers, and is often designed in consultation with the company accountant (who will ideally be an experienced user of QuickBooks) | ||
| - | * QuickBooks Web Connector. This tool is a software application that runs on Microsoft Windows that enables specially designed web-based applications, such as Ranger, to exchange data with QuickBooks. It can be downloaded for free from http://marketplace.intuit.com/webconnector/. A file from Ranger (named "rangersst") is needed to appropriately configure the Web Connector. The Web Connector is used whenever it is appropriate for Ranger DispatchDirectTM to communicate with QuickBooks - e.g., sending weekly invoice information | + | * QuickBooks Web Connector. This tool is a software application that runs on Microsoft Windows that enables specially designed web-based applications, such as Ranger, to exchange data with QuickBooks. It can be downloaded for free from http://marketplace.intuit.com/webconnector/. A file from Ranger (named ''rangersst.qwc'') is needed to appropriately configure the Web Connector. The Web Connector is used whenever it is appropriate for Ranger DispatchDirectTM to communicate with QuickBooks - e.g., sending weekly invoice information |
| * Ranger DispatchDirectTM. This solution is the engine for tracking, pricing, storing, and reporting revenue-related transactions. DispatchDirectTM manages call taking for new service requests, calculates the appropriate charges for each job based on the specified rates for each account, creates the equivalent of invoices for each job/account, and transforms this information into records that can be "exported" to QuickBooks | * Ranger DispatchDirectTM. This solution is the engine for tracking, pricing, storing, and reporting revenue-related transactions. DispatchDirectTM manages call taking for new service requests, calculates the appropriate charges for each job based on the specified rates for each account, creates the equivalent of invoices for each job/account, and transforms this information into records that can be "exported" to QuickBooks | ||
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| ====== Before You Start - Design Variables ====== | ====== Before You Start - Design Variables ====== | ||
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| **Business requirements for the case example: Transfer summary tow charges by customer to QuickBooks for invoicing and accounting** | **Business requirements for the case example: Transfer summary tow charges by customer to QuickBooks for invoicing and accounting** | ||
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| All charges to customers - both for Towing and On-Scene services - will be summarized into a single amount - Towing/Service Charges | All charges to customers - both for Towing and On-Scene services - will be summarized into a single amount - Towing/Service Charges | ||
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| {{:support:qb_setup_9.jpg|}} | {{:support:qb_setup_9.jpg|}} | ||
| + | ===== Setup - "Check config for Deposits" ===== | ||
| + | |||
| + | Check to confirm that payments will go to Undeposited Funds | ||
| + | |||
| + | Go to Edit >> Preferences >> Payments >> Company Preferences | ||
| + | |||
| + | {{:support:preferences_for_deposit_v2.png|}} | ||
| ====== Linking Ranger DispatchDirectTM And Quickbooks ====== | ====== Linking Ranger DispatchDirectTM And Quickbooks ====== | ||
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| * **1** Choose "Statement charge", and the Invoice line item configuration will not be needed (nor available). | * **1** Choose "Statement charge", and the Invoice line item configuration will not be needed (nor available). | ||
| - | {{:support:ranger_qb_9.jpg|}} | + | {{:support:ranger_qb_10.jpg|}} |
| * **2**: Select "Use customer short code" - this will simplify the linkage to QuickBooks. The Ranger short code (Account - Code) will map to "Customer Name" in QuickBooks. The "Company Name" in QuickBooks will be the customer full name (Account - name) in Ranger. For established QB users, it may be preferable to select "customer full name". However, for the input from Ranger to be linked to an existing customer in QuickBooks, the "Company Name" in QuickBooks must match the "Account - Name" in Ranger. If there is not a match, a new account will be created in QuickBooks. Inserting the short codes from Ranger as "Company Name" in QuickBooks is generally easier and less prone to duplicate entries. | * **2**: Select "Use customer short code" - this will simplify the linkage to QuickBooks. The Ranger short code (Account - Code) will map to "Customer Name" in QuickBooks. The "Company Name" in QuickBooks will be the customer full name (Account - name) in Ranger. For established QB users, it may be preferable to select "customer full name". However, for the input from Ranger to be linked to an existing customer in QuickBooks, the "Company Name" in QuickBooks must match the "Account - Name" in Ranger. If there is not a match, a new account will be created in QuickBooks. Inserting the short codes from Ranger as "Company Name" in QuickBooks is generally easier and less prone to duplicate entries. | ||
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| * Service Offering: none | * Service Offering: none | ||
| * **5**: In "Statement charge Configuration" choose the Item from QuickBooks: "Towing/Service Charges" | * **5**: In "Statement charge Configuration" choose the Item from QuickBooks: "Towing/Service Charges" | ||
| - | * **6**: click on "Save" | + | * **6**: Click on "Save" |
| * **6**: When complete, exit Ranger and log back in. This step is "insurance" that the system reloads all information (vs. data that might be in the browser cache) and that all inputs and changes will be implemented. | * **6**: When complete, exit Ranger and log back in. This step is "insurance" that the system reloads all information (vs. data that might be in the browser cache) and that all inputs and changes will be implemented. | ||
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| To accomplish the transfer, complete the following steps | To accomplish the transfer, complete the following steps | ||
| - | * **1**: In DispatchDirectTM, go to "Quickbooks setup - Account mapping", and in "Company-wide configuration", choose any template | + | * **1**: In DispatchDirectTM, go to "Quickbooks setup - Account mapping", and in "Company-wide configuration" |
| * **2**: Check the box "Allow Ranger to send transactions to Quickbooks?", and "Save" | * **2**: Check the box "Allow Ranger to send transactions to Quickbooks?", and "Save" | ||
| - | {{:support:ranger_qb_8.jpg|}} | + | {{:support:ranger_qb_10.jpg|}} |
| * **3**: Go to the QuickBooks folder and click on "Web Connector"; the QuickBooks Web Connector dialogue box will open. | * **3**: Go to the QuickBooks folder and click on "Web Connector"; the QuickBooks Web Connector dialogue box will open. | ||
support/quickbooks_setup.1298756247.txt.gz · Last modified: 2011/02/26 16:37 by jshellhaas
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