Fairbanks Interact QuickBooks Interface Module - Manual (Page 5)

07/08 5 51196 Rev. 1.0
Table of Contents
Interact QuickBooks Interface Module ............................................................................ 1
Interact QuickBooks Interface Module ............................................................................ 3
Document 51196 ................................................................................................................ 3
TABLE OF CONTENTS ............................................................................................. 5
SECTION 1: GENERAL INFORMATION .................................................................. 6
1.1. Description ................................................................................................................ 6
1.2. Quickbooks interface module installation ............................................................. 7
SECTION 2: USING THE QUICKBOOKS INTERFACE MODULE ........................... 8
2.1. Quickbooks and interact setup ............................................................................... 8
2.1.1. Synchronizing the QuickBooks and Interact Databases ...................................................... 8
2.2. CUSTOMERS............................................................................................................. 9
2.2.1. Add a New Interact Customer............................................................................................. 10
2.2.2. Add a New QuickBooks Customer ..................................................................................... 10
2.2.3. Modify Update Mode........................................................................................................... 10
2.2.4. Cash Only Customer .......................................................................................................... 10
2.3. HAULERS ................................................................................................................ 11
2.3.1. Add a New Interact Hauler.................................................................................................. 12
2.3.1. Add a New Interact Vendor................................................................................................. 12
2.3.1. Link Names ......................................................................................................................... 12
2.4. MATERIALS............................................................................................................. 13
2.4.1. Add a New Interact Material ............................................................................................... 14
2.4.1. Modify a Material in Interact................................................................................................ 14
2.5. TAXES...................................................................................................................... 15
2.5.1. Add a New Tax Authority to Interact................................................................................... 16
2.5.2. Modify Authorities in Interact .............................................................................................. 16
2.6. MISC. SETUP........................................................................................................... 17
2.6.1. Combine Taxes on Invoice ................................................................................................. 17
2.6.2. Added Charges Account..................................................................................................... 17
2.6.3. QuickBooks Exempt Account ............................................................................................. 17
TRANSFERRING TRANSACTION DATA TO QUICKBOOKS ................................ 21