Step 2 - Setting Up Items

Accounting Plus distributes amounts among GL accounts by mapping each "item" used on its internal invoices to specific GL accounts. Since this is the only way to access the GL accounts in Accounting Plus, an item (to be used only for importing Job Manager invoice information) must be created for each GL account into which you intent to import Job Manager invoice data.

Setting up items (Accounting Plus)

1. From the Lists menu, choose Items. This will display a list of the items defined in the Accounting Plus system.

2. Click NEW to open an Item Information window for a new item.

3. In the item number field, type a unique code by which Accounting Plus will identify the item (you will also use this code as an account name in Job Manager).
4. In the name field, type a name you would like to use for the item.
5. Check the checkbox by "I Sell This Item".
6. In the "Income Account for Tracking Sales" field, type or select from a list the Account Number of an income or customer deposits account you use to track sales and click OK. This will close the Item Information window and add the new item to the Accounting Plus database.
7. Repeat steps 1-6 for each additional income or customer deposits account.

At this point, the necessary Accounting Plus items have been created, and you may proceed with the rest of the integration setup.