Rice Lake TransAct 5.0 - Installation & Operation Manual User Manual

Page 207

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Mismatches can be resolved in one of three ways:

Add the QuickBooks customer to Transact
Add the Transact customer to QuickBooks
Force a match between QuickBooks and Transact customers by modifying the Transact
customer account name.

Add New Transact Hauler

To add a QuickBooks vendor to Transact, select a vendor from the QuickBooks customer
list and click the Add New Transact Hauler button. Hauler information is automatically
added.

Add New QuickBooks Vendor

To add a Transact hauler to QuickBooks, select a hauler from the Transact hauler list and
click the Add New QuickBooks Vendor button. Vendor account information is
automatically added.

Link Names

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