Setting Up the Connection - Microsoft Dynamics GP

To set up the connection

1. Select Configure, and then select Accounting Connections from the menu bar. The Accounting Connections screen opens.
2. Select New Accounting Connection from the toolbar. The Untitled - Accounting Connection screen opens and displays the Connection tab.
3. Enter your store or location name in the Accounting Connection Name field.
4. Select Microsoft Dynamics GP from the Accounting Package droplist.
5. Enter the path in the computer name and folder where the SQL Server instance is located (e.g., Computer Name\SQL Server folder location).

6. Enter the Microsoft Dynamics GP company code in the Database Name field.
7. Enter the accounting format values in the Account Format field. For example, use <L> for your shop location, and <M> for main account number.
8. Enter the Chart of Accounts value for accounts receivable in the A/R G/L Account field.
9. Enter the Chart of Accounts value for accounts payable in the A/P G/L Account field.
10. Enter the Chart of Accounts value for sales tax payable account in the Sales Tax Payable Account field.
11. Enter the sales tax identification value in the Sales Tax Detail Code field.
12. Select the customer export format option.
13. If needed, select the Use insurance company if exists on workfile option.
14. Select Yes or No from the Export Negative Supplements droplist.
15. Select the Location tab to continue setting up the connection.
    
    - or -
    
    Click Save and Close from the toolbar. Your changes are saved and the Accounting Connection screen closes.

Note: Refer to the Microsoft Dynamics GP documentation to look up these values.

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