Accounting Settings for Price Lists

The Accounting Settings section is for the QuickBooks integration and allows you to sync a few key data fields and settings that are used during an invoice export.

Figure 1. Designate fields used with QuickBooks and ActionFlow during the invoice export 

Invoice Template – Designate which QuickBooks Invoice template you want to use when you export an invoice from ActionFlow

Accounting Class – Designate which QuickBooks Accounting Class you want to use when you export an invoice from ActionFlow

QBO Private Note – Select the data field that will be inserted into the Quickbooks Private Notes

QBO Tracking Number - Select the data field that will be inserted into the Quickbooks Tracking Number

Figure 2. The export fields that appear in the QBO data drop downs can be viewed in the Gridview on the left after selecting the "X-Invoice" Record Type and hitting "Retrieve Data"

Copy Above to All CalcTypes - Once you have the settings as you like, you can apply the accounting settings to all other Price Lists (CalcTypes)