QuickBooks - Connection Tab Screen

Use this screen to enter the connection information for QuickBooks Desktop and QuickBooks Online.

Description of fields on the screen

Field Label	Description
Company File	Browse to the folder where your QuickBooks company file is located. This field is not present in the QuickBooks Online connection screen.
Accounting Connection Name	Enter a name for the connection you are creating, (e.g., your shop name).
Accounting Package	Select the accounting software application from the droplist.
Undeposited Funds G/L Account	This is the receipt account name or number information, from a customer or insurance company, that is exported to the Undeposited Funds G/L account in QuickBooks.
A/R G/L Account	This is the sales and receipts account name or number information, from a customer or insurance company, that is exported to the Accounts Receivable G/L account in QuickBooks.
A/P G/L Account	This is the vendor invoice or credit memo account name or number information, from a vendor, that is exported to the Accounts Payable G/L account in QuickBooks.
Sales Tax Payable Account	This is the QuickBooks account name or number that is used by CCC ONE to export sales tax data. This field is not present in the QuickBooks Desktop connection screen.
Customer Export Format	Vehicle Owner - using first and last, or company name, of the vehicle owner This option exports the vehicle owner contact information and creates a job number for the workfile. The job number is the workfile repair order number. Use insurance company if exists on workfile Selecting this option exports the insurance company contact information and creates a job number for the workfile. The job number is the workfile repair order number. Repair Order Number - no grouping is done by vehicle owner This option exports the workfile repair order number as the customer ID and includes the vehicle owner contact information.