Requirements
The DistributorCentral QuickBooks Export/Import process requires that you have an Accounts Receivable, Sales, and Sales Tax Payable to DC account setup within QuickBooks. If you are exporting Purchase Orders to Suppliers, you must have Purchase Orders enabled within QuickBooks as well.
Please note:
DistributorCentral uses default account names that will likely match your account names in QuickBooks, however these account names could've changed to meet your accountant's needs. If you encounter an error when importing DC files into QuickBooks, please check that you are using the correct account names found in your QuickBooks account
Follow these steps to find the account name for your Accounts Receivable account:
- In QuickBooks, click Lists in the top menu
- Choose Chart of Accounts
- Under the Type column, find Accounts Receivable
- When you've found Accounts Receivable in the Type column, move left along that row to the Name column to find the Account Name to be used for your Accounts Receivable Account field in the DC QuickBooks export settings
(The name has to entered into the DC QuickBooks export field exactly as shown here)
<%= heading %>