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Link Records Created in QuickBooks

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1.(Not required for initial Import. But provides useful background.)

You will find certain Link Records Created in QuickBooks as preparation for frequent Synchronization, to receive transfers from FieldOne.

In a sense these are only background technicalities, but at least you need to be aware of what these records are if you find them in QuickBooks. You will recognize these special "link" records when you see either the name "PioneerStarTech" or the abbreviation "PST" in the QuickBooks record name. These new QuickBooks records are listed below, with a brief explanation of their technical use:

QuickBooks Entry

Name on Transfer Record

Purpose:

Vendor

PioneerStarTech - Tax Vendor

Use as Vendor for Sales Tax Items, below

Non-Inventory Item

PioneerStarTech - Item

Use when no matching Item in QuickBooks, e.g., when exporting Payment Plan Invoices

Non-Inventory Item

PioneerStarTech - Discount

Use when exporting a Discount Amount to QB

Sales Tax Item(s)

PST - Tax (<tax group name>)

Use for each Tax Group in FieldOne

Sales Tax Item

PST - Tax (Unknown)

Use where Tax Group is unknown

Some new General Ledger Accounts will be created in QuickBooks also. This table shows the new G/L Accounts associated with the new "Transfer" entries:

Account Type

Name on Transfer Record

New QB G/L Account:

Income

PioneerStarTech - Item

PST - Item

default - when export Items lacking an Income account

Income

PioneerStarTech - Labor

PST - Labor

default - for Labor on an Invoice

Cost of Goods Sold

PioneerStarTech - Vendor Item

PST - Vendor Item

default - when export Parts lacking a COGS account

Expense

 

PST - Shipping Fee

Purchase Shipping - when export PO bills with shipping charge

Expense

 

PST - Purchase Tax

default -when export PO bills with a tax charge

 


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