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Quick Books Setup

The QuickBooks Setup allows you to identify the location of QuickBooks on your system and to specify account name information required to create a QuickBooks import file from your CRE Sales data. To access this screen, select Quick Books Setup from the Setup menu.

The import file posts totals to Undeposited Funds, Sales Income, and Sales Tax accounts. A customer name and sales tax agency must also be identified. The accounts and names must be defined in QuickBooks prior to importing files generated by CRE.

QuickBooks Directory: This is the name of the directory in which QuickBooks is located.

Customer Name: This is the customer name identified as responsible for sales income. The default
customer name is CRE customer (a single customer who represents all customers which made purchases via the CRE system).

Undeposited Funds Account Name: If the name you select is a sub account of another account, place a colon ":" between the main and sub account. In the example:

Main Account - Undeposited Funds
Sub Account - CRE Undeposited Funds
Enter - Undeposited Funds:CRE Undeposited Funds

Sales Income Account Name: If the name you select is a sub account of another account, place a colon ":" between the main and sub account. In the example:

Main Account - Sales
Sub Account - CRE Sales Income
Enter - Sales:CRE Sales Income

Sales Tax Agency Name: This is the Sales Tax Agency associated with taxes passed to QuickBooks.

Sales Tax Agency Account Name: If the name you select is a sub account of another account, place a colon ":" between the main and sub account. In the example:

Main Account - Sales Tax Payable
Sub Account - CRE Sales Tax Payable
Enter - Sales Tax Payable:CRE Sales Tax Payable

Control Buttons:
Update - Click on this to exit and save all the changes in the QuickBooks Setup information.
Cancel - Click on this to exit without saving any changes made in the QuickBooks Setup
information.

Return to Page 14 Display Setup - Page 15 The Setup Screen
Go on to Page 17 Set Tax Rate
- Page 18 Set Default Printer

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