QuickBooks Settings

The QuickBooks Settings page will allow you to control what type of Transactions will synchronize back into AccuLynx. It allows you to allow/disallow QuickBooks Items and Classes to be selected when Recording a Contract Worksheet. This is the second step to finalizing your QuickBooks Integration.

Requires the QuickBooks Desktop or QuickBooks Online Add-on to be enabled. Click here to learn how to enable QuickBooks Desktop, or here to learn how to enable QuickBooks Online.

Hover over the Tools menu at the top of your screen and choose QuickBooks Settings.

QuickBooks Settings

1. QuickBooks Invoice Line Items

Here we are able to choose what QuickBook Items are visible for selection when we Record a Contract Worksheet.  You are required to associate a QuickBooks Item with each line entry in a Contract Worksheet to create an Invoice in QuickBooks. Allow or Disallow each Item using the blue arrows at the top and moving the QuickBooks Item into the appropriate table.

For example; If you would like to know how many discounts  you gave at the end of the year you may want to create an Item in QuickBooks called "Discounts" and associate it to anything in the Contract Worksheets that is considered a discount. 

2. QuickBooks Transaction Types

The following Types of Transactions can be read in from QuickBooks. Select the Transaction Types you want to pull in from QuickBooks and they will be synchronized as either Amounts Received or Amounts Paid on the Customer's Payments page. These are all selected for you by default.

• Customer Payments
• Checks
• Credit Card Charges
• Journal Entries
• Paid Bills
• AR Refund Credit Card
• Credit Card Credit
• Vendor Credit

3. Choose QuickBooks Sales Representative

In this section we will be able to specify whether or not the Sales Representatives Initials are displayed on the Invoice created in QuickBooks.  We will need to associate the AccuLynx Users to the appropriate QuickBooks Sales Representatives in order to do this. 

• Click the Edit button to the right of each AccuLynx User and select their Name from the drop-down menu. 
• Note: If you need to view the QuickBooks Sales Rep List, it can be found under List > Customer & Vendor Lists > Sales Rep List in QuickBooks.

4. QuickBooks Classes

Classes are used to segregate data for reporting purposes. For example if your Company works from two different Locations, you can create a classification for each Location.  When recording the Contract Worksheet you will have the ability to choose from the different Classes you have created.

Allow or Disallow each Item using the blue arrows at the top and moving the QuickBooks Item into the appropriate table. If there is only one Class selected, that Class will be applied to each Invoice created by the integration. By allowing two or more Classes, you will have an option to choose between the Allowed Classes when Recording a Contract Worksheet.

If you would like to keep Users from Recording Contract Worksheets without a Class selected, check the box labeled "Require a 'Class' assignment to record a contract worksheet".

5. Save

To Save the changes you've made click the Save button in the bottom right of the page.