Step 3c: Product Configuration

Configure Confirmation
Confirm, by checking box, that the configurations below are correct and complete.

Configure / Establish Links
This section lists all products in your Arranging Director contracts. The configured/relevant products will be pushed when you save a contract. For each line item, ‘Select Configuration’. The options are:
—> Configure Item – Choose the QuickBooks Type and the corresponding QuickBooks Account number:

  • Inventory Item
  • Non-Inventory Item (default)
  • Service Item
  • Other Charge Item

—>QuickBooks Link – If you do have this product set up in QuickBooks, then select this option and select the appropriate Item from the ‘New / Changed Link’ dropdown. (The QB Item Name and Current Link Id fields will be blank if this is a new link.)

Once all relevant line items have been configured, click on the ‘Update QuickBooks Links’ button located at the bottom of the list.

QuickBooks Income Accounts: This section lists all income accounts including the type, name(s), and QB ListId reference number.

Click on the blue swirl button (located at the top right of the Pulse System) to return to the Configuration Wizard and continue the set-up.

Need more help with this?
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