Setting Up the Connection - BusinessWorks
To set up the connection
- Select Configure, and then select Accounting Connections from the menu bar. The Accounting Connections screen opens.
- Select New Accounting Connection from the toolbar. The Untitled - Accounting Connection screen opens displaying the Connection tab.
- Enter your store or location name in the Accounting Connection Name field.
- Select BusinessWorks from the Accounting Package droplist.
- Enter the path in the BW Directory field where the BWProg file folder is located.
- Enter the folder location path where the BWGAccess.exe file is located in the BW Access field, (e.g., C:\Sage\BWProg\BWGAccess.exe).
- Enter the BusinessWorks company code, user ID, and password.
- Enter the Sales Tax Sales Account number.
- Select the customer export format option, and then select the credit memo export format.
- If needed, select the Use insurance company if exists on workfile option.
- Select Yes or No from the Export Negative Supplements droplist.
- Select Open credit or Negative invoice from the Post Credit Memo As droplist.
- Select the Location tab to continue setting up the connection.
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Click Save and Close from the toolbar. Your changes are saved and the Accounting Connection screen closes.
Note: Refer to the Sage BusinessWorks documentation to look up these values.