Rice Lake TransAct 5.0 - Installation & Operation Manual - Manual (Page 209)

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NOTE: Freight Payable - Expense and Freight Payable - Income will be discussed later
in the Misc. Setup section.
Add New Material to Transact
To add a QuickBooks item as a Transact material, select an item from the QuickBooks
item list and click the Add New Material to Transact button. The following window
appears.
Enter a ten character code to be used in Transact. Click the OK button.
Modify Material in Transact
To force a match between a QuickBooks item and a Transact material, select one item
from the QuickBooks item list and one material from the Transact material list. Click the
Modify Material in Transact button. This will change the Transact material description to
match the QuickBooks item name. Once there is a match, the materials will disappear
from both lists. NOTE: If the Transact material description is preferred, the QuickBooks
item will need to be modified manually.
Tax Synchronization
Select the Taxes bullet then click the Load List button. The QuickBooks Interface
Module tool will attempt to match taxing authorities in QuickBooks and Transact. To
match, the QuickBooks item number/name must be an exact match to the Transact tax
authority description. When completed, the program will list all QuickBooks and
Transact taxing authorities for which matches could not be found.