1-866-477-6267 (toll-free)
Support Home > Integrations > QuickBooks > Tutorials > Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance

Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance

Objective

To send unsynced Standard QuickBooks Cost Codes to the ERP Integrations tool for acceptance for export to QuickBooks by an accounting approver

Background

If you have cost codes on your QuickBooks Standard Cost Code list in the Company level Admin tool and those codes have not been synced with QuickBooks, use the steps below to send the codes to the ERP Integrations tab for accounting acceptance. After acceptance, the data is exported to QuickBooks. 

If you have a cost code that is not part of your Standard Cost Code list, you can add cost codes to your QuickBooks Standard Cost Code list. Note: Budgets, Commitments, Change Orders, etc. using unsynced cost codes will not be able to be sent to QuickBooks until the cost code has been synced with QuickBooks. 

Things to Consider

Steps

Add Cost Codes to the QuickBooks Standard Cost Code List

  1. Navigate to the company's Admin tool. 
  2. In the right pane, under 'Administrative Settings', click Cost Codes.


     
  3. Next to 'QuickBooks Standard Cost Codes', click Edit
    The area on the left reveals the 'QuickBooks Standard Cost Codes' list. 
  4. In the list on the left, select the cost code division in which your new cost code will be nested. Then click Add Code


     
  5. In the 'Add Code' window that appears, enter the Code and Description as needed. 
  6. Click Create.



    You have successfully created the cost code. 
  7. Continue with Send the Updated Cost Code to ERP for Export to QuickBooks

Send the Updated Cost Code to ERP for Export to QuickBooks

  1. Navigate to the company's Admin tool.
  2. In the right pane, under Administrative Settings, access the Cost Codes settings.
  3. In the right pane, click the Send to ERP button.



    Note: If you have previously sent information from the Admin tool to the ERP Integrations tool, the button on the label will read Re-send to ERP
    This sends the Un-Synced Cost Codes to the ERP Integrations tool for accounting acceptance.
You must to post a comment.
Last modified
16:18, 21 Feb 2017

Tags

Classifications

This page has no classifications.