If you use the desktop version of QuickBooks, Certify provides a list of four Preferences you can set for certain QuickBooks processes.
This article shows you, as a Certify Accountant, how to locate the Preferences for QuickBooks.
Step 1: To locate the QuickBooks Preferences from your Certify account homepage, select QuickBooks Sync.
Step 2: The QuickBooks Sync Requests page opens. Preferences are located just below the QuickBooks Sync Tool hyperlink.
To use the Preferences located in Certify, select the Certify QuickBooks Sync Tool hyperlink and install the latest version of Certify QuickBooks Sync tool to your desktop.
The Certify QuickBooks Sync tool is a program that resides on your PC’s desktop, and is used each time you need to refresh the data information between Certify and QuickBooks.
There are four total Preferences for QuickBooks desktop available for use within Certify:
- Default QuickBooks Vendor
- Roll Up Non-Reim. Split Expenses
- Add Expense Report GLDs to Memo Lines
- Add Expense Free-Text GLDs to Memo Lines
The Preferences that display depend on the General Ledger Dimensions (GLDs) used in your expense processing.
For example, if your company uses Expense Report General Ledger Dimensions and/or Expense Free-Text General Ledger Dimensions, the Preferences section on the QuickBooks Sync Requests page displays those options.
If your company does not use Expense Report General Ledger Dimensions and/or Expense Free-Text General Ledger Dimensions, the Preferences section on the QuickBooks Sync Requests page does not display those options.
Preferences displaying without GLDs:
For more information about how to set your specific preferences, please contact your Account Manager or Certify Support.