QuickBooks supports the use of ‘Classes’. TeleTracker Online will automatically synchronize with QuickBooks’ class feature, enabling your company’s financial information to be grouped by location. Therefore, the class feature must be activated within your QuickBooks company file as instructed below. TeleTracker Online will automatically create classes within QuickBooks for each of your database’s existing locations. The code assigned to each class created will be prefixed with “TT_”, plus the location code assigned within TeleTracker Online. For example, if there is a “LOCATION1” location code within your TeleTracker Online database, the class created within your QuickBooks company file will be named “TT_LOCATION1”.
***If you have already been utilizing the class feature within QuickBooks, please rename your existing classes to correspond to the above-referenced example’s format. This feature is not case-sensitive, however, it is SPACE-SENSITIVE***
QuickBooks also supports the use of general ledger account numbers. In order to interface with QuickBooks, TeleTracker Online requires the use of G/L account numbers. Therefore, the account number feature must be activated within your QuickBooks company file as instructed below.
Finally, QuickBooks contains an ‘Audit Trail’ feature that provides detailed reporting on each transaction within QuickBooks. Although it is not required, we strongly urge you to activate this feature in order to streamline the process of verifying the success of TeleTracker Online batching sessions.
To activate and enable QuickBooks’ Class, G/L account numbering, and Audit Trail features:
Launch QuickBooks and open your company file.
2. From the Edit menu, choose Preferences.
3. In the Preferences window, select ‘Accounting’ from the list on the left.
4. Click on the ‘Company Preferences’ tab and select the ‘Use class tracking’, ‘Use account numbers’, and ‘Use Audit Trail’ checkboxes.
5. Click ‘OK’.
6. Verify that each G/L account has been assigned a corresponding account number.