Previous Topic: Integrating Inventory with Accounting
If you have been following the topics in order, ServiceCEO and your accounting application are now completely integrated. The next step is to export your data from ServiceCEO to the external application.
If you have not yet integrated ServiceCEO with your General Ledger (GL) The general ledger is the main accounting record of a business which uses double-entry bookkeeping. It consists of accounts for fixed assets, current assets and liabilities, profit and loss or income and expenditure items, and funds or reserves. The general ledger is a summary of all of the transactions that occur in the company. application, see the Accounting Integration section for details.
The Office Duties section contains three sections of exportable information: Export Sales, Deposit, and Paychecks sections. Each section contains different information:
Deposits. Exports customer payments. See the Exporting Deposits section for details.
Export Sales. Exports customer charges (their invoices) and any adjustments to these charges into QuickBooks. All Invoices and Accounts Receivables information (all completed charges, inventory assets, and tax items) are included in the Export Sales tab. See the Exporting Sales section for details.
Paychecks. Generates and exports employee paychecks. See the Generating Paychecks section for details.
In addition, you can export Purchase Orders if you are using the Inventory Tracking module. See the Exporting a Purchase Order section for details.
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. However, deleting exportable items from the queue means that they will not be able to be exported to an