PrintPoint 6.5 Help > Accounting : Recent Lessons

Creating your PrintPoint Transfer Folder

Thu, 16 Jun 2016 17:28:15 -0700

To keep your QuickBooks import and export files organized, we recommend that you keep the files in an easy to reach location.

Setting the name and location for the PrintPoint Exported Invoice File

Thu, 16 Jun 2016 17:28:14 -0700

QuickBooks Integration First Steps - QuickBooks Setup

Mon, 10 Aug 2015 12:01:45 -0700

There are a few first steps to take for the QuickBooks integration process to go as smoothly as possible.

KEY FACTS:

Customer Name (QB) = Code Name (PP) Company Name (QB) = Customer Name (PP)

Setting Accounting Link to QuickBooks

Wed, 21 Jan 2015 12:16:32 -0800

Setting the Accounting Links Preferences

Exporting Purchase Orders From PrintPoint

Fri, 16 Jan 2015 11:37:07 -0800

Exporting Invoices From PrintPoint

Fri, 16 Jan 2015 11:36:13 -0800

Exporting Vendors from PrintPoint

Fri, 16 Jan 2015 11:35:09 -0800

Importing Vendor List into PrintPoint

Fri, 16 Jan 2015 11:34:18 -0800

Exporting Vendors from QuickBooks (IMAGES NEEDED)

Fri, 16 Jan 2015 11:33:24 -0800

Exporting Customers From PrintPoint

Fri, 16 Jan 2015 11:32:45 -0800

PrintPoint provides tools to export customers created in PrintPoint to Quickbooks.

Exporting Customers from QuickBooks

Fri, 16 Jan 2015 11:30:02 -0800

PrintPoint has excellent tools to assist you in importing customers created in Quickbooks.

Export your customers from QuickBooks.
Import those customers into PrintPoint.

Make any specific changes to those customers once they have been successfully imported into PrintPoint.

Adding a Tax Item to a Tax Group

Fri, 16 Jan 2015 11:20:19 -0800

Deleting a Tax Group

Fri, 16 Jan 2015 11:19:35 -0800

The individual sales tax items associated with the tax group are not deleted from the database. To delete them, see Deleting a Sales Tax Item.

Editing a Tax Group

Fri, 16 Jan 2015 11:18:39 -0800

You cannot edit the individual sales tax items from the Tax Group tab. To do that, see Editing a Sales Tax Item above. PrintPoint will then update the group record.

Adding a Tax Group

Fri, 16 Jan 2015 11:17:07 -0800

If certain taxes are always levied in a jurisdiction, use this procedure to combine the relevant taxes into a uniquely identified tax group.

This is a three-stage process.

■ You first create the individual tax items as described in Adding a Sales Tax Item

■ You then set up a unique Code for the tax group. See below

■ Finally, you add the individual sales tax codes to the tax group. See Adding a Tax Item to a Tax Group below.

Deleting a Sales Tax Item

Fri, 16 Jan 2015 11:15:37 -0800

Editing a Sales Tax Item

Fri, 16 Jan 2015 11:14:18 -0800

Adding a Sales Tax Item

Fri, 16 Jan 2015 11:13:41 -0800

QuickBooks Integration First Steps - PrintPoint Setup 3

Fri, 16 Jan 2015 11:12:17 -0800

Setting the Customer Import & Export Defaults

QuickBooks Integration First Steps - PrintPoint Setup 2

Fri, 16 Jan 2015 11:10:42 -0800

Setting the Default G/L Account Names

Importing Customers Into QuickBooks (IMAGES NEEDED)

Thu, 15 Jan 2015 15:34:16 -0800

Importing Purchase Orders Into QuickBooks (IMAGES NEEDED)

Thu, 15 Jan 2015 15:34:05 -0800

Importing Invoices to QuickBooks (IMAGES NEEDED)

Thu, 15 Jan 2015 15:33:58 -0800

Importing Vendors into QuickBooks (IMAGES NEEDED)

Thu, 15 Jan 2015 15:33:46 -0800

Specifying the Taxable Status of Invoice Line Items

Thu, 15 Jan 2015 15:21:11 -0800

Deleting an Individual Sales Tax item from a Tax Group

Thu, 15 Jan 2015 15:20:12 -0800

Updating Existing PrintPoint Customers

Thu, 15 Jan 2015 15:19:35 -0800

Updating Accounts and Sales Tax Settings for existing customers

Automatically Launching QuickBooks after Exporting Purchase Orders

Thu, 15 Jan 2015 15:19:34 -0800

If you would like PrintPoint to automatically launch QuickBooks after you have exported your Purchase Orders from PrintPoint

Importing QuickBooks Customers into PrintPoint

Thu, 15 Jan 2015 09:22:25 -0800

Saving a Preview

Wed, 14 Jan 2015 20:51:34 -0800

If you need more than one session to review all the customer information before importing PrintPoint allows you to save a “copy/preview” of the condition of the file after the modifications you have made. This will give you the opportunity to return to the file with all the changes you have made up to this point and continue the import process.