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support:quickbooks_setup_advanced
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support:quickbooks_setup_advanced [2011/02/26 15:13] jshellhaas |
support:quickbooks_setup_advanced [2015/09/01 13:50] (current) edmondsj |
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| ====== Introduction ====== | ====== Introduction ====== | ||
| - | This material provides guidance in setting up the linkage from Ranger DispatchDirect to QuickBooks. There is capability within DispatchDirect to forward information by product/service offering (Vehicle Class/Service Offering) including, for each product/service offering, the specific components that contribute to the total charges for a tow, such as mileage, Extras, and Labor. This material is built around a case example that illustrates the full capability in sending detailed //revenue// information from Ranger to QuickBooks. | + | This material provides guidance in setting up the linkage from Ranger DispatchDirect to QuickBooks. There is capability within DispatchDirect to forward information by product/service offering (Vehicle Class/Service Offering) including, for each product/service offering, the specific components that contribute to the total charges for a tow - such as Mileage, Extras, and Labor. The material that follows in this section is built around a case example that illustrates the full capability Of DispatchDirect for forwarding detailed //revenue// information from Ranger to QuickBooks. |
| - | However, since DispatchDirect has capabilities for management reporting on the detailed //revenue// information, you could choose a much simpler approach - forwarding all //revenue// from Ranger to a single sales line "Item" in QuickBooks. If you do not require more detailed //revenue// information in QuickBooks, go to | + | However, since DispatchDirect has capabilities for management reporting on the detailed //revenue// information, you could choose a much simpler approach - forwarding all //revenue// from Ranger to a single sales line "Item" in QuickBooks. If you do not require the collection of detailed //revenue// information in QuickBooks, go to |
| [[http://www1.rangersst.com/dokuwiki/doku.php?id=support:quickbooks_setup]] | [[http://www1.rangersst.com/dokuwiki/doku.php?id=support:quickbooks_setup]] | ||
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| Since Ranger provides extensive management reporting, most customers opt for a much simpler setup in QuickBooks. However, the flip side: configuration and set-up is a one-time task - it's worth investing the "design time" to have an approach that fits what is needed for driving performance improvement and financial management. Ranger provides flexibility to accomplish your business objectives. | Since Ranger provides extensive management reporting, most customers opt for a much simpler setup in QuickBooks. However, the flip side: configuration and set-up is a one-time task - it's worth investing the "design time" to have an approach that fits what is needed for driving performance improvement and financial management. Ranger provides flexibility to accomplish your business objectives. | ||
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| + | The material that follows in this section is appropriate for companies opting for a Medium to High Complexity option as described above. If you prefer the "Low Complexity" option, go to | ||
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| + | [[http://www1.rangersst.com/dokuwiki/doku.php?id=support:quickbooks_setup]] | ||
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| - Click on "Save" | - Click on "Save" | ||
| - Be sure to remember where the file is downloaded (ideally in the QuickBooks folder) because it will be needed to initiate each and every connection to Ranger DispatchDirectTM. | - Be sure to remember where the file is downloaded (ideally in the QuickBooks folder) because it will be needed to initiate each and every connection to Ranger DispatchDirectTM. | ||
| + | - It may have installed in a directory like ''C:\Program Files (x86)\Common Files\Intuit\QuickBooks\QBWebConnector'', and a shortcut might need to be created if Quickbooks does not show the ''Update web services'' menu option in the ''File'' menu. | ||
| ===== rangersst QuickBooks Application ===== | ===== rangersst QuickBooks Application ===== | ||
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| - | ====== Mapping Data From DispatchDirectTM To QuickBooks ====== | ||
| ===== Creating The Detailed Mapping ===== | ===== Creating The Detailed Mapping ===== | ||
support/quickbooks_setup_advanced.1298751234.txt.gz · Last modified: 2011/02/26 15:13 by jshellhaas
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