Accounting Software Integration Tasks

NOTE: If you are using Xero Accounting, please begin with Xero Accounting Integration below.

NOTE: The steps within Set Default GL Accounts will reference QuickBooks but are relevant for the majority of accounting software.

1. Enter GL Accounts
2. Set Default GL Accounts
3. Add Payment Types
4. Enter Authorize.net Credentials (optional)

Optional / Additional Assignments

1. Assign GL Codes to Products
2. Assign GL Codes to Product Categories
3. Assign GL Accounts to Tax Profiles
4. Assign GL Codes to Freight Charges
5. Assign GL Codes to Payment Types

Xero Accounting Integration

1. Xero Integration Setup Guide
2. Setup Tax Profiles for Xero