ITrack/Pro/Quickbooks Screen

Quickbooks is an accounting software package that we are able to link with ITrack.

If you want details on how to set the screen up for the first time, see this page!

Colors

Blue text

• If items show up with blue text that means something has been modified on that document (ie. Customer, Invoice, etc) and needs to be repushed
  • In the case of modified invoices, the quickbooks screen will remove the existing invoice from quickbooks and repush the modified one to replace it.
  • Every time an invoice is saved it will then show up blue to be re-pushed. If users want to just reprint an invoice its best to do it from the Customer screen > Sales tab since it doesn't require a save to print, like the sales screen.

Grey text

Grey text means that it can't be sent to Quickbooks because another item needs to be pushed to Quickbooks first (ie. Invoice can't be pushed because Customer hasn't been pushed)

Grey background

Payments show up with a grey background, and COGS adjustments show up with a dark grey background.

What happens when you export stuff

Invoices

For new (black text) invoices:

• Invoices with a positive total are exported as invoices
• Invoices with a negative total are exported as credit memos

When updating previously-exported (blue text) invoices:

• Voided invoices are deleted from Quickbooks
• Other invoices are deleted from Quickbooks, then pushed in as a new invoice