Preparing Your Quickbooks Desktop File
Nachman avatar
Written by Nachman
Updated over a week ago

Following are some steps recommended to prepare your Quickbooks before the setup, for a smooth process:

  • Login as Admin

  • Make sure you are in single user mode, you only need this for the first time.

  • Go to your “Customer Center” and add a new customer named Amazon. (If you already have a customer by that name, you can use the existing one, but make sure there is no open balance.) If there is more than one channel being connected, add all the channel names as additional new customers, as well as foreign channels. (For example: Best Supplies, Amazon UK, Amazon MX, etc)

  • In your “Chart of Accounts” make sure the bank(s) you are using to deposit your settlements (from all channels), as well as the credit cards on file with your Amazon account, appear on the list, if they do not, add the pertinent bank account and credit cards.

If you will be using Connectbooks to track inventory items, make sure Inventory, as well as Classes are turned on in the “Preferences” window.

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