Configuration

Service Billing Accounting Integration > Configuration

The Configuration page integrates the Service Billing module with an external accounting system.

Note: See Integrating QuickBooks.

Actions

• Edit
  • Accounting Vendor - The vendor providing the external accounting system.
  • Connection Type - Online Edition or Desktop (QBWC). Different fields display, depending on the connection type you select.
    • If Online Edition is selected, see Integrating QuickBooks Online
    • If Desktop (QBWC) is selected, see Integrating QuickBooks Desktop.
  • Use Classes - If checked, both code mapping and class mapping are used. If unchecked, only code mapping is used.
  • Allow Override - Applies to both code and class mapping. If Allow Override is checked, override fields for code and class mappings display on several pages and dialogs in the Service Billing module. Users can override the default mappings for a selected service billing record.
• Test - Click to test the connection to the external accounting system is working. Applies to Online Edition only.

  Note: The connection for Desktop (QBWC)can only be tested using the QuickBooks Web Connector application.

Configuring Service Billing Support Tables

Whichever connection type you select, configure the following support tables in Service Billing.

1. Map Service Billing billing codes and terms in Account Mapping to similar billing codes and terms in QuickBooks.
2. Map Service Billing customer records with customer records in QuickBooks using the Service Billing > Customers > General tab.
3. Specify the recurring period for updating customer balances from QuickBooks into Service Billing using the Application Settings > Schedule tab.