Fairbanks Interact QuickBooks Interface Module Manuel d'utilisateur télécharger pdf (Page 11)

07/08 11 51196 Rev. 1.0

2.3. HAULERS

Select the Haulers bullet, and then click the Load List button. The QuickBooks

Interface Module tool will attempt to match vendor accounts from QuickBooks with

hauler accounts from Interact. To match, the QuickBooks customer name and

Interact customer account name must be an exact match. When completed, the

program will list all customers for which matches could not be found. Only those

accounts that will have transaction data transferred from Interact to QuickBooks will

need to match. It is not necessary that all QuickBooks vendors be listed in Interact.

Mismatches can be resolved in one of three ways:

1. Add the QuickBooks customer to Interact

2. Add the Interact customer to QuickBooks

3. Force a match between QuickBooks and Interact customers by modifying the

Interact customer account name.

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Fairbanks Interact QuickBooks Interface Module Manuel d'utilisateur Page 11