Post to Accounting

The Accounting module must be licensed in order to post to accounting. The Accounting module is included in the Essentials, Professional, and Premiere packages.

See Configuration > Accounting > Accounting Interfaces for accounting software version information.

Posting invoices, payments, receivables, and payables is performed from the Accounting menu, under the Transfer tab. There are four types of posting:

  • Sales - Post repair orders
  • Labor - Close pay period for payroll
  • Payables - Post to Accounts Payable
  • Payments - Post to Accounts Receivable

See Also

Accounting Interfaces

Account Naming/Numbering

Accounting Reports

Accounts Setup

QuickBooks

Sage BusinessWorks