Miscellaneous Configuration

You may already be in the Configuration Wizard screen but if not, navigate to System Settings > Arranging Director Admin > Accounting Integration – QuickBooks Desktop > Configuration Wizard.

This Miscellaneous Configuration set-up is only needed for a small percentage of clients.

Click the "configured here" link.

Configure Default Contract Push Status

As a default in your system, both at-need and pre-need contacts will all have the “Update Quickbooks on Save” enabled on the contract screen for a record. This will automatically queue any contract, customer and payments to the contract to Quickbooks (QB) once saved. You may adjust your default setting to automatically have the “Update Quickbooks on Save” disabled for at-needs and/or pre-needs. This will allow you to manually check off the “Update Quickbooks on Save” for particular contracts to be queued for QB.

You may also set a default date for pre-peed and at-peed contracts to start queuing items to push to QB only after that day. This date may be the official date that you are configuring your QB Integration and have reconciled your account. It is only optional to enter a date.

Please note the following when setting up a default contract push date:
  • If you do not modify this section, the “Update Quickbooks on Save” flag is on by default for all contracts. If you wish to turn this off by default for Pre Needs, all contracts before a certain date, or have it always off by default, modify the settings below.
  • Regardless of these settings, once the quickbooks integration is turned on and a contract has been saved, the contract will remember the previous “Update Quickbooks on Save” setting specifically for that contract.

Configure Information Settings

Checking this box will enable pushing the same Arranging Directory contract line item (e.g. Visitation) to different QB items (e.g. Burial Visitation, Cremation Visitation) depending on the service type selected. If you select this option, then on the Contract Line Configuration screen, you will enter a default link for the Arranging Director line item, but then will also be given an option to override that link for any service types for which you want the link to be different.

Click Update Settings if you check the box.

Configure Accounts Receivable

If you only have one Accounts Receivable account, then you do not need to set your A/R Account. 

If you run multiple Accounts Receivable accounts from your QB, you will need to set up the Miscellaneous Configuration.
  1. Scroll down and click Update Account Query.
  2. Open up the Web Connector (WC).
  3. Click Update Selected.
  4. Go back to the FrontRunner (FRP) system and click the refresh icon in the top right to refresh your screen. 
  5. Your list of Accounts Receivable accounts from QB will be populated. For each item, refer to the New/Changed Link drop down to select the A/R Account that you would like the QB to use.
  6. When done, click Update A/R Link.
Note, if you move invoices to a different A/R Account in quickbooks, the integration will not be able to find that invoice to update or apply payments.

Configure Contract as Grand Total

This section is if you wish your contracts to push to QB as a single line item (or possibly two if some items are taxed and some are not).
  1. Refer to the New/Changed Link drop down and choose the category.
  2. Click Update Contract as Total Link. 

Configure Branch Classes

You should only fill in this section if you have classes set up in QB, and the intent of those classes is to segregate information by branch.

  1. Scroll down and click Update Class Query.
  2. Open up the Web Connector (WC).
  3. Click Update Selected.
  4. Go back to the FrontRunner (FRP) system and click the refresh icon in the top right to refresh your screen. 
  5. Your list of branches/classes from QuickBooks will populate to the Quickbooks Classes section of the screen. For each item, refer to the New/Changed Link drop down to select the branch/class you want QB to use.
  6. When done, click Update Branch Classes.
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