Store Setup Wizard Accounting Options

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Overview

The Accounting Options section of the Store Setup Wizard contains two pages. The first allows the user to enable the First In First Out (FIFO) method of tracking Cost of Goods, whereas the second page is where the user can configure the Order Manager to export information to a third party accounting software package, such as QuickBooks.

It is not immediately necessary to enter all of the information to use QuickBooks with the Order Manager when the program is initially installed. It is possible to return to this section of the Wizard at a later date, or open the Accounting Export Setup screen from the Maintenance Menu, to complete this task.

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In addition to the information in the Setup Wizard Knowledge Base pages, the actual program screens of the Setup Wizard also have explanatory text associated with them; hover the cursor over the fields on the screen to see it.

 

Description of Page 1 of the Accounting Options Section

Figure 1: Store Setup Wizard  - Accounting Options, Page 1

Track your Cost of Goods on a FIFO basis Check Box

Initialize FIFO Button

Description of Page 2 of the Accounting Options Section

Figure 2: Store Setup Wizard - Accounting Options, Page 2

Print a list of required QuickBooks Accounts

QuickBooks Setup

Navigational Arrows

Wizard Section and Page Numbers

Help Button

Cancel Button

Save and Exit Button

 

 

Created: 5/16/11

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