Overview

This article will explain what data is required when exporting to QuickBooks.


QuickBooks Desktop

Sales Tax Codes

  • Tax Agency/Vendor. This must reference the name of a vendor in QuickBooks that is setup to collect sales tax. This is not required for tax codes that have a rate of zero.

Sales Tax Groups

  • The name must be no more than 30 characters long.
  • All tax codes referenced in the group must have already been exported.

Payment Methods

  • The name must be no more than 30 characters long.

Products

  • The name must be no more than 30 characters long.

Additional Charges/Customer Promotions

  • The name must be no more than 30 characters long.
  • Additional Charges/Customer Promotions are treated like "items" in QB; therefore, they need a Sales and Purchase Account.  Typically the Purchase Account is set to "Cost of Goods Sold" or "COGS".  It should match the QB Chart of Accounts.


APPLIES TO

  • SalesPRO Software