Posting Deal Information To QuickBooksTM

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Posting Deal Information To QuickBooksTM

 

Before posting deals to QuickBooks, you must set up mapping of the system's internal accounts to QuickBooks accounts.

If mapping is complete, begin posting:

Click the Accounting Menu and select the Accounting Interface option from the pull-down menu.

The system will display the Accounting Link window:

 

Accounting_AccountingLinkWindow

 

Click 'Post Deals to QuickBooks' to bring up the Sales Postings to Quickbooks window.

The window displays a list of all deals ready to be posted.

To select and post deals to Quickbooks:

Click in the check boxes in the 'Post' column to select the deals.

Click the 'Post Selection to QuickBooks' button.

Accounting_SalesPostingsWindow