Accounting Setup
- Accounting Module Preferences: Setup and Overview
- Accounting Module Preferences: QuickBooks Desktop
- Accounting Module Preferences: Unspecified Program (CSV file, QuickBooks Online)
- Export Accounting Data to CSV
- Accounting Module Preferences: Xero Integration
- Setup Tax Profiles for Xero
- Add General Ledger Accounts
- Assign GL Codes to Products
- Assign GL Codes to Product Categories
- Assign GL Codes to Payment Types
- Assign GL Codes to Tax Profiles
- Assign GL Codes to Freight Charges
- Enter Authorize.net Credentials
- Add or Edit a Payment Term
- Enable Sales Taxes
- Create a Sales Tax Profile
- Set Sales Taxes
- Add Tax Profile to a Sales Order
- Add a Tax Profile to a Product
- Charge Tax on Customer Specific Freight Charges
- Charge Tax on Freight Charges
- Add a New Payment Type
- Set Default Statement Style
- Setup EDI Exporting
- Assign an EDI Invoice Export Template to a Customer
- Create an Employee
- Set Employee Commission
- Mark an Employee as a Salesperson
- Mark an Employee as a Driver
- Entering Customer Rebates