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No invoices previously done in QuickBooks will flow over to Workshop Software, only new invoices created in Workshop Software will be integrated into both systems. This means that if you have previous data in QuickBooks that will only remain in QuickBooks for your records. Parts do not integrate from QuickBooks into Workshop Software and they are not tracked via QuickBooks, only Workshop Software. We can import parts once exported from QuickBooks into Workshop Software. Please contact support@workshopsoftware.com for importing assistance. What do the QuickBooks accounts mean? *This information relates to the initial integration of QuickBooks. It will ask you to choose an account, this is where the sales or expenses will appear in QuickBooks. The type of accounts are listed below – you may have as many accounts as you like as long as they are the correct ‘type’ to match with Workshop Software. 
1. Labor Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 2. Parts Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 3. Consumable Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 4. Accessories Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 5. Tyre Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 6. Sublet Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 7. Freight Sales Account – Type of account needs to be ‘Income’ and the details type needs to be ‘Sales of Product Income’. 8. Customer Credit Refund Account – Type of account needs to be ‘Bank’ and the details type being any of the available selection e.g. ‘Cash on hand’, ‘Checking’, ‘Money Market’, Rents Held in Trust’, ‘Savings’, ‘Trust Account’. 9. Vendor Invoice Account – Type of account needs to be ‘Cost of Goods Sold’ with the details type being any of the available selection e.g. ‘Cost of labor – COS’, ‘Equipment Rental – COS’, ‘Other Costs of Services – COS’, ‘Shipping, Freight & Delivery – COS’, Suppliers & Materials – COGS’. 10. Freight Purchases Account – Type of account needs to be ‘Cost of Goods Sold’ with the details type being any of the available selection e.g. ‘Cost of labor – COS’, ‘Equipment Rental – COS’, ‘Other Costs of Services – COS’, ‘Shipping, Freight & Delivery – COS’, Suppliers & Materials – COGS’. 11. Customer Payment Account – Type of account needs to be ‘Bank’ and the details type being any of the available selection e.g. ‘Cash on hand’, ‘Checking’, ‘Money Market’, Rents Held in Trust’, ‘Savings’, ‘Trust Account’. 12. Vendor Payment Account – Type of account needs to be ‘Bank’ and the details type being any of the available selection e.g. ‘Cash on hand’, ‘Checking’, ‘Money Market’, Rents Held in Trust’, ‘Savings’, ‘Trust Account’. 13. Customer Credit Account – Type of account needs to be ‘Bank’ and the details type being any of the available selection e.g. ‘Cash on hand’, ‘Checking’, ‘Money Market’, Rents Held in Trust’, ‘Savings’, ‘Trust Account’. 14.Vendor Credit Account – Type of account needs to be ‘Bank’ and the details type being any of the available selection e.g. ‘Cash on hand’, ‘Checking’, ‘Money Market’, Rents Held in Trust’, ‘Savings’, ‘Trust Account’. 15. Sales Tax Free Tax Type (Sales) – Select the relevant Sales Tax code 16. Sales Tax Free Tax Type (Purchases) – Select the relevant Sales Tax code 17. Sales Tax Type – Select the relevant Sales Tax code 18. Purchases Tax Type – Select the relevant Sales Tax code Related Articles
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