QuickBooks Online Initial Set Up
See attached for initial FocalPoint to QuickBooks Online set up
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Revenue Export to QuickBooks Onlline
See attached for the process to directly integrate Revenue Export to QuickBooks Online
Depreciation - Set up and Processing
Depreciation Set Up 1) Configuration > Depreciation Types > In the Depreciation Types File, set up the different depreciation methods used and for the periods depreciated. i.e., Straight Line - 5 Years, MACRS - 3 Year, etc Description: will display ...
Back Office Training / Quick Books Integration Pre-Work
The following accounts should exist in QuickBooks, with account numbers, before your integration with FocalPoint is set up. Accrual Basis and Cash Basis: - Bank Account: This will be used for the cash, check, and credit cards payments that are ...
Gmail App Password Set Up
See attached.
Items on Rent Reminder Set Up
Set Up for the Items on Rent Notification: Control Center > Store Manager > Reminder Templates > New > Items on Rent Set the Day of the Week Check Box to Include Attachments (optional) Check Active box Update the Subject and email message Save within ...