QuickBooks Accounting Interface
1.
Workstation Setup
2.
3.
4.
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QuickBooks Accounting Interface
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1.
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Accounting Interface Installation and Prerequisites |
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Workstation Setup |
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| Direct Connection Requirements | |
| QuickBooks User Requirements | |
| QuickBooks Updates | |
| Exceed! Basic Updates | |
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2.
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Accounting Interface Introduction and Setup |
| How Does it Work? | |
| Advantages of Using the Interface | |
| Caveats | |
| Direct Connect vs. Import File | |
| Code Creation and Mapping | |
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3.
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Adding and Posting Gifts |
| Batch Maintenance Overview | |
| Creating a Batch Before Gift Entry | |
| Creating a Batch After Gift Entry | |
| How Different Gift Types are Handled | |
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4.
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Reporting |
| Exceed! Basic Reports | |
| QuickBooks Reports | |
| User Defined Fields | |
| QUESTIONS | |