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Configure the Accounting Module

Complete the following procedure to configure the Accounting Module to work with QuickBooks.

  1. ClosedNavigate to the store's Store Information for (store) screen.

    1. If it is open, close the Data Center (IMS) application.
    2. Make sure all other users are logged out of the QuickBooks application.
    3. Log in to the QuickBooks application with Administrator rights.
    4. Log In to the Data Center Application to display the Data Center ribbon menu.

    5. Select Setup > Store Info from the main menu to display the Store Look-up window.

      Note: If needed, enter all or part of a store’s name in the Store Name field to restrict the stores shown in the list.

    6. Double-click a store’s name to display its Store Information for (store) screen.

  2. Select the “QuickBooks” option from the Accounting Package Type drop-down field.
  3. Click the Submit Changes button to display a “Record saved” confirmation message below the button.
  4. Close the Data Center application.

 

 

 

 

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