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support:quickbooks_setup [2015/07/14 14:29] edmondsj |
support:quickbooks_setup [2015/07/14 16:03] (current) jshellhaas |
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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" ===== | ||
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| + | Check to confirm that payments will go to Undeposited Funds | ||
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| + | Go to Edit >> Preferences >> Payments >> Company Preferences | ||
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| + | {{:support:preferences_for_deposit_v2.png|}} | ||
| ====== Linking Ranger DispatchDirectTM And Quickbooks ====== | ====== Linking Ranger DispatchDirectTM And Quickbooks ====== | ||