#Accounts payable quickbooks tutorial install

NOTE: If you encounter the error “ QBFC must be installed,” revisit the steps in the section entitled Install QBFC. Repeat this process for each account on each of the tabs QuickBooks Setup window.Notice that the Accounts screen will indicate the correlation. NOTE: An information field will appear at the very bottom of the screen that details how The Edge uses the selected account. Then select a QuickBooks account from the drop-down list at the bottom of the screen.

Select an account from the account hierarchy.The QuickBooks Setup screen will appear with the General tab selected. Select Administrative > QuickBooks > Set Up QuickBooks Integration.

To set up The Edge to post to QuickBooks: QuickBooks Setup: Setup Screen Tab Breakdown

Create a payment method in QuickBooks for each method of tender taken in The Edge.

Create a vendor account where you pay your sales tax to specify where The Edge should post tax liability.

This is where The Edge will post all sales data.

Create a customer named “Point of Sale” in QuickBooks.

We will use all of the above accounts in The Edge when we set up the QuickBooks integration.

Make sure that all activities in The Edge have corresponding accounts in QuickBooks, you should have accounts for the following: For example, if The Edge mapping shows an account in a section labeled EXPENSE, be sure to map this Edge feature to an EXPENSE account or risk that this account will post financials on the wrong side of your general ledger. In the section entitled The Edge QuickBooks Set Up Integration, features are grouped by Account Type.īe sure to map accounts of the correct account type on your chart of accounts when linking Edge features. The account names used inside your QuickBooks Company file are at the preference of you and your accountant, just be certain to choose the appropriate account type. The Edge must be set up to ensure that every feature available has an appropriate account for posting to your particular QuickBooks Company File. It was very eye opening for them to realize the things that need to get to me.The Edge must be set up to ensure that postings are made to the proper accounts in your particular QuickBooks setup. It was very eye opening for them to realize the things that we need to do at the office. Several co-workers went with me which was a great help for me to start implementing some of the changes we need to do at the office. 'I received a lot of great information in this training. 'Top notch! Thank you Fred Pryor, this is the best investment my boss could have made.' ” 'Wow! I have taken many wonderful courses through Fred Pryor this one takes the cake!!' ” There are always things to add to your 'bag of tricks'.' ”

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