Posting Deal Information To QuickBooks^TM

Once you have properly set up your mapping of the software's internal accounts to QuickBooks accounts, you may begin to post deal information to the QuickBooks general ledger.

To post deals to QuickBooks, click the Accounting menu and select the Accounting Interface option from the pull-down menu. The software will display the Accounting Link window.

Click the Post Deals to QuickBooks button to bring up the Sales Postings to Quickbooks window.

The window diplays a list of all deals ready to be posted to QuickBooks. You have the option of posting each of the deals listed. Each deal in the list has a checkbox in the Post column. You must check this box for each deal you wish to post to QuickBooks. Once your selections have been made, click the Post Selection to QuickBooks button. The software will then post information from the selected deals to your QuickBooks general ledger depending upon the account mapping you have previously set up.