The Admin Console will display the journal entry export settings. In the QuickBooks Configuration area, click Journal Entry. You can also configure Heartland Restaurant to export information for QuickBooks journal entries. If you make any additions to the QuickBooks Online products and services, you will need to refresh the QuickBooks screen for the new products to show in the setting lists. When mapping the overrides with the online integration, it will display the same products and services as the Defaults lists. NOTE: Currently if this exceeds 100, you will need to change the naming of the products you are creating to map so they are populated over to the dropdown list. For example, if you select Taxes in the Override Type list, its Menu Mapping list will include a selection of the taxes that have been created in the Heartland Restaurant Menu. The override types directly correlate with the location’s database. ‘Payments’ is a default selection to be mapped but, they can use the Override Payments to further breakdown credit card types. A good example of using overrides is with Payments. If further specification is needed past these defaults, the Overrides section on the Quickbooks Configuration Page in the Admin Console can be used. You must map all entries accurately, or the program will be unable to export sales information. All of the supported products and services created in QuickBooks are available in the various mapping lists. There is a Default Mapping that the QuickBooks Items will be mapped to on the Configuration Page in the Admin Console. We also suggest using alphanumeric characters only when creating item names as special characters may cause an error in the export. Also, Items will need to be created in the Item List in QuickBooks to map to the Configuration Page in the Admin Console. These settings enable the transfer of data between the Heartland Restaurant Admin Console and the QuickBooks Company File.Ī Customer will need to be created inside QuickBooks for the Sales Receipt to append to. The Admin Console will display the sales receipt export settings. In the QuickBooks Configuration area, click Sales Receipt. You can configure Heartland Restaurant to export sales receipt information to QuickBooks. If you select a date range, the program will only include the data of transactions performed within that date range when you run the export. To access the QuickBooks settings in the Admin Console, click QuickBooks in the Main Menu.Īt the top of the QuickBooks screen, if you select the Date Range box, the program will display a calendar window, in this window, you can select a date range of one or more days. If you configure the export settings in the Admin Console, you do not need a password or the QuickBooks Web Connector. This method differs from the QuickBooks Desktop Integration method in that the QuickBooks Online communication is direct. Once you have signed into QuickBooks Online, you can map the transactions to the appropriate QuickBooks accounts in Heartland Restaurant’s Admin Console. Select Connect in the bottom right to complete this. Once logged in, you will need to authorize data to be shared between QuickBooks and Heartland Restaurant.Log in to QuickBooks with the appropriate credentials. The QuickBooks Login Page will appear in a new tab.In the Admin Console’s Main Menu, click Location Setup, then click Quickbooks.QuickBooks can be set up prior to the integration within the QuickBooks Item List and QuickBooks Customer Center. In this method, you can set up and map items for QuickBooks within the Heartland Restaurant’s Admin Console. QuickBooks Online has a more direct communication with Heartland Restaurant than the one provided by QuickBooks Web Connector. Once notified that the integration was enabled, you will need to save and publish changes, and that further setup is needed under Location Setup → Quickbooks.Email with the location name and specify that they want Quickbooks Online.You will be provided the password that was created for the account. Further setup is needed under Location Setup → Quickbooks. Once notified that the integration was enabled, you will need to save and publish changes.Email the location name and specify that they want the Quickbooks Desktop integration to be enabled.Journal entries include totals of various sales transactions performed within a designated period of time. Sales receipts will link to a designated customer to track all general sales data broken down categorically by General Sales, Discounts, Adjustments, Loyalty Rewards, Taxes, Room Surcharges, Payments and Tips. You can use the QuickBooks integration feature to export a location’s sales information for sales receipts and journal entries. This document describes the setup and integration of QuickBooks Online and Desktop with Heartland Restaurant.
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