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.
Configure / Establish Links
This section lists all products available in the Arranging Director contract; both shopping basket items and static line items. The shopping basket items are products in the FrontRunner (FRP) Catalog
that are flagged as ‘Show on merchandise list’. If you wish to view all products in your FrontRunner Catalog, click the Show All button in the right hand corner. The product configuration page will be sorted to showcase Caskets, Urns, Vaults, Clothing, Additional Merchandise and static line items in sections.
Each section will allow for two different configuration set ups:
Group Categories
By grouping categories you will be able to link all Casket items (as an example) to the same item within Quickbooks. When the contract pushes over from FrontRunner, the invoice within Quickbooks will only show the item it is linked to. No individual product reporting within Quickbooks can be done with this configuration, only general group reporting.
By grouping categories you will be able to link all Casket items (as an example) to the same item within Quickbooks. When the contract pushes over from FrontRunner, the invoice within Quickbooks will only show the item it is linked to. No individual product reporting within Quickbooks can be done with this configuration, only general group reporting.
To set this up, click the Group in QB check box that will be on the right hand side of the section header.
Individually Link Items
By individually linking each item to a QB item, the contract information passing through to QB will showcase a line item for each piece of merchandise and what that item is. With this configuration you will be able to more accurately run reports in Quickbooks showcasing products sold.
By individually linking each item to a QB item, the contract information passing through to QB will showcase a line item for each piece of merchandise and what that item is. With this configuration you will be able to more accurately run reports in Quickbooks showcasing products sold.
To set this up:
- For each line item, refer to the Select Configuration drop down.
- 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 (Recommended Option) – If you do have this product set up in QB, then select this option and select the appropriate Item from the New/Changed Link drop down. (The QB Item Name and Current Link Id fields will be blank if this is a new link).
Remember, FRP has the ability to run Casket, Urn, Vault, and Clothing sales reports. These reports will generate a detailed list of each product sold and which contract it was affiliated with, during a specified time period. The report will also generate an overall count during that time period. For more information view Reporting.
Once all relevant line items have been configured, click on the Update QuickBooks Links button located at the bottom of the list.
Configure Confirmation
Once you are confident that your product line items are set up properly, check the box at the top to confirm that your items are setup correct and complete.
Click on the blue swirl button, located at the top right, to return to the Configuration Wizard.