IMPORTANT - Create a backup of your QuickBooks company file before each import of ALLDATA Manage Online data.
This ensures you always have a current saved copy of the company file to restore if necessary.
Sales Class Codes can be created and modified under Setup >> Codes >> Sales Class Codes Maintenance.
It is not necessary to match your Sales Class Codes from Manage Online to QuickBooks because the export will create their own income accounts in QuickBooks.
The account codes can consist of numbers and letters and have a maximum length of 8 characters.
Once the Sales Class Codes have been added to ALLDATA Manage Online, the Default Sales Class Codes can be set under Setup >> User Options >> Default Sales Class Codes.
This will assign the codes to the relevant transaction lines automatically, when creating an invoice.
Note: Sales Class Codes can still be manually assigned to individual parts and labor items instead of using the defaults.
IMPORTANT - The images used in the instructions are examples.
Consult your tax professional to confirm you are using the correct accounting information when exporting to QuickBooks Desktop.
State Taxes Payable
Note: These accounts will need to be entered into Manage Online when enabling QuickBooks Desktop Export.
Select Setup >> User Options >> QuickBooks.
Check the Enable QuickBooks Desktop Export box.
Consult your tax professional to confirm you are using the correct accounting information when exporting to QuickBooks.
Input your QuickBooks Desktop Export Account Codes and Class.
Note: The Accounts Receivable, Payment Received, State Taxes Payable & Accounts Payable account names must match your QuickBooks Desktop Company File.
Note: If subaccounts have been used in QuickBooks, the main account and subaccount must be seperated by a colon when entering the information into ALLDATA Manage Online.
(Example: Taxes:State Taxes)
The daily total of all sales will be debited from this account.
This account is debited with the daily total of payments received from customers.
Note: This could be a Bank account, Undeposited Funds or another Current Assets account type in QuickBooks Desktop.
The daily total of all sales taxes charged will be credited to this account.
Note: This is typically set up as a Current Liability account in QuickBooks.
Example: BOE (Board of Equalization)
Note: Consult your local tax agency to determine your Tax Supplier.
This account is used when you export Accounts Payable information from Suppliers.
Any invoice lines without a specified Sales Class Code in ALLDATA Manage Online will be applied to this account when exporting.
The customer account that the summary sales transactions will be applied to when importing into QuickBooks Desktop.
Note: This will help identify ALL sales from ALLDATA Manage Online.
A Class can be assigned to easily track transactions that came from ALLDATA Manage Online.
Confirm account codes and click Update.
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