In ALLDATA Manage Online

• Sales Class Codes can be created and modified under Setup >> Codes >> Sales Class Codes Maintenance.

  • It is not necessary to match your Sales Class Codes from Manage Online to QuickBooks because the export will create their own income accounts in QuickBooks.
  • The account codes can consist of numbers and letters and have a maximum length of 8 characters. 

  

• Once the Sales Class Codes have been added to ALLDATA Manage Online, the Default Sales Class Codes can be set under Setup >> User Options >> Default Sales Class Codes.

  • This will assign the codes to the relevant transaction lines automatically, when creating an invoice.
  • Note: Sales Class Codes can still be manually assigned to individual parts and labor items instead of using the defaults.

  IMPORTANT - The images used in the instructions are examples.

  • Consult your tax professional to confirm you are using the correct accounting information when exporting to QuickBooks Desktop.

  

In QuickBooks Desktop

Create new accounts, or note existing account names, for the following types of accounts:

• Accounts Receivable
• Payment Received
• State Taxes Payable
• Accounts Payable  
• Note: These accounts will need to be entered into Manage Online when enabling QuickBooks Desktop Export.