Roadmap

Before customer and invoice information can be transferred from Job Manager to QuickBooks Pro 2001, both Job Manager and QuickBooks must be properly configured.

note: It is assumed that, in your QuickBooks system, you have already

1. Set up Accounts Receivable,

2. Set up the appropriate income accounts,

3. Set up the government agencies to which you pay taxes as Vendors, and

4. Set up the account for customer deposits, if needed.

For information on these three topics, please consult your QuickBooks documentation.

To set up the transfer of information from Job Manager to QuickBooks, the following eight steps must be performed:

1. Back up your QuickBooks and Job Manager databases.
2. In the Company Setup window of Job Manager, enable the Accounting Integration feature.
3. In the Plug-ins window of Job Manager, enable "QuickBooks Pro 2001" as the "target accounting system" to which invoices and customers will be transferred.
4. In the Plug-ins window of Job Manager, enable the appropriate export search criteria.
5. Using the Distribution Accounts and Policies Setup window of Job Manager, set up the appropriate accounts in a QuickBooks-compatible format.
6. Synchronize terms between Job Manager and QuickBooks so that the description of each term in Job Manager is the same as the name of the corresponding term in QuickBooks.
7. OPTIONAL: Enable and configure the invoice distribution policies that will be made available to Job Manager users for automatic invoice distribution.
8. In the Assignment section of the Employees, Groups & Privileges administration window, allow the appropriate user groups to use the Accounting Integration feature by assigning those groups the appropriate access privileges for the Invoice Distribution and Accounting Export windows.