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support:12_quickbooks:04_process
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Process
- A company can configure the Quickbooks import process in the following ways:
- Review first : only allow invoices, payments, etc. to be imported by Quickbooks after everything has been reviewed
- Import as soon as entered: allow certain instruments, such as payments, to be imported by Quickbooks as soon as they are entered into Ranger
Terms
- Finalized invoice: Someone has reviewed the invoice, decided that the total is correct, and locked out price changes by finalizing the invoice. Typically this is done on the invoice review screen.
- Finished account payment: The account payment has been fully applied to one or more invoices, someone has reviewed the application of the payment, and chosen to finish the account payment, which locks out the ability to modify the applications or void the payment.
Description
| Review first | Import as soon as entered | |
|---|---|---|
| Invoices | An invoice will be imported by Quickbooks only after it is 1) finalized and 2) paid in full. | An invoice will be imported by Quickbooks after it is 1) finalized |
support/12_quickbooks/04_process.1403800021.txt.gz · Last modified: 2014/06/26 12:27 by edmondsj
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