Difference between revisions of "QuickBooks Default Information"

Latest revision as of 13:16, 12 September 2012

Customer Name: 111-Payment Application Default is a customer automatically created by the payment application for the purposes of testing and error handling. Do not delete this customer, as it is a mandatory component of the program.

Bank Account: Select a default bank account. Once a transaction is processed, the payment will be applied to undeposited funds. To have payments automatically applied to the bank account selected, select “Deposit to this account”.

Accounts Receivable Account: Select an accounts receivable account.

Customer Number Field: Choose to have either the Customer Name, Company Name or Account Number sent to the gateway fro customer identification.

Credit Memo Item: Select an item to associate with returns. After a return is processed by the payment application, a credit memo is created populate by the selected item. (It is recommended to use a miscellaneous non ineventory item)

Choose the type of QuickBooks transaction you would like to record for QuickSale:

Receive Payment - Creates a payment to offset an invoice.
Sales Receipt - Create a sales receipt with the Sales Receipt item selected below. (Sales Receipt item and Sales Receipt tip item will become required fields.)

Choose the type of QuickBooks transactions you would like to record for imported sales:

Receive Payment - Creates a payment to offset an invoice.
Sales Receipt - Create a sales receipt with the Sales Receipt item selected below. (Sales Receipt item and Sales Receipt tip item will become required fields.)

Next

@@ Line 1: / Line 1: @@
-'''[[Customer Name]]:''' Upon installation, CHARGE Anywhere creates a customer '''111-Payment Application Default''' in QuickBooks. This customer is used for error handling and default transaction association. Do not delete this customer.
+<div align="right">[http://kb.chargeanywhere.com/index.php/CA_for_QB_Setup_Wizard '''Back to Setup Wizard''']</div>
+[[File:QBwizard8.png|thumb|upright|500x360px]]
-'''[[Bank Account]]:''' Select a default bank account. Bank accounts should have previously been created in QuickBooks.
+'''[[Customer Name]]:''' '''111-Payment Application Default''' is a customer automatically created by the payment application for the purposes of testing and error handling. Do not delete this customer, as it is a mandatory component of the program.
-If you would like transactions automatically deposited to the selected bank account in QuickBooks, select
-'''Accounts Receivable Account:'''
+'''[[Bank Account]]:''' Select a default bank account. Once a transaction is processed, the payment will be applied to undeposited funds. To have payments automatically applied to the bank account selected, select '''“Deposit to this account”'''.
+'''[[Accounts Receivable Account]]:''' Select an accounts receivable account.
+'''Customer Number Field:''' Choose to have either the Customer Name, Company Name or Account Number sent to the gateway fro customer identification.
+'''Credit Memo Item:''' Select an item to associate with returns. After a return is processed by the payment application, a credit memo is created populate by the selected item. (It is recommended to use a miscellaneous non ineventory item)
+'''Choose the type of QuickBooks transaction you would like to record for [http://kb.chargeanywhere.com/index.php/CHARGE_Anywhere_Designed_for_Use_with_QuickBooks#QuickSale QuickSale]:'''
+*Receive Payment - Creates a payment to offset an invoice.
+*Sales Receipt - Create a sales receipt with the Sales Receipt item selected below. (Sales Receipt item and Sales Receipt tip item will become required fields.)
+'''Choose the type of QuickBooks transactions you would like to record for imported sales:'''
+*Receive Payment - Creates a payment to offset an invoice.
+*Sales Receipt - Create a sales receipt with the Sales Receipt item selected below. (Sales Receipt item and Sales Receipt tip item will become required fields.)
+<div align="right">[http://kb.chargeanywhere.com/index.php/Configure_Transction_Options '''Next''']</div>