Fairbanks Interact QuickBooks Interface Module - Manual (Page 10)

07/08 10 51196 Rev. 1.0
2.2.1. Add a New Interact Customer
To add a QuickBooks customer to Interact, select a customer from the QuickBooks
customer list and click the Add New Interact Customer button. Account information
is automatically added.
2.2.2. Add a New QuickBooks Customer
To add an Interact customer to QuickBooks, select a customer from the Interact
customer list and click the Add New QuickBooks Customer button. Account
information is automatically added.
2.2.3. Modify Update Mode
Before modifying an Interact account, select a modify option from the Modify Update
Mode section. Select Name Only to update the Interact account name, select All QB
Fields to update the Interact account name, contact name, address, and phone
number fields.
To force a match between a QuickBooks and Interact customer, select one customer
from each list and click the Modify Interact Customer button. This will change the
Interact customer account name to the QuickBooks customer name.
Once there is a match, the account names will disappear from both lists.
If the Interact account name is preferred, the QuickBooks customer will need to be
modified manually.
2.2.4. Cash Only Customer
Cash transactions can be transferred into QuickBooks as Sales Receipts. To setup
the Interact customer account select Admin | Accounts and click the Terms radio
button to the left. Click the Set to Cash button. The word ‘Cash’ will appear in the
Payment Terms box. Click the Save button to save any changes.