Accounts

Accounts are specifically for use with the QuickBooks Connection. Be sure to read that section thoroughly if you wish to make use of this powerful feature.

To setup Accounts, from the File menu, Configuration, select Accounts.

There are two types of account that can be used for payroll: Expense and Cost of Goods Sold. If you already have an account setup in QuickBooks for handling Employee paychecks, use the same name and type of account here.

There is one type of account that can be used for billing: Income. As with the Employee Payroll, use the same name as you use in QuickBooks for creating invoices.

Both the name and type of account used must be identical in both systems in order for Rosemark Scheduling System™ to find and properly communicate with QuickBooks data.

Note: it is possible to have more than one Account of each type.

When you go to synchronize data between the two, Rosemark will verify that you have the proper correspondence of accounts before proceeding. If not, it will warn you and display a list of missing accounts. You must correct this before you can proceed.

Figure 265: Configuring Accounts