Configuring for COMPANY_CODE, ACCOUNT_CODE and DEPARTMENT_CODE

Quantify refers to each business unit as a Branch Office. The invoices for Job Sites under a Branch Office use this location's accounting ID in this field (Segment 1 of GL). To add the accounting ID, edit the parent Branch Office or Sub-Branch and enter the appropriate ID into the Accounting ID and QuickBooks Class text field.

The department code within the export file is the Branch Office or Sub-Branch number.

The account code is the Branch Office (or Sub-Branch) name with the word Invoice appended. For example, a location with the name Albany Branch will export to this column as: Albany Branch Invoice

To configure for COMPANY_CODE, ACCOUNT_CODE and DEPARTMENT_CODE:

1. Click the appropriate Branch Office or Sub-Branch in the Organization Tree and click the Edit Selected Item button ( ).
   Note: You can also double-click on the Branch Office to open it
   

   

   
    
   The Branch Office dialog appears, with the General tab active.

COMPANY_CODE

To configure COMPANY_CODE:

2. Click in the Accounting ID and QuickBooks Class text field and enter the appropriate ID.

DEPARTMENT_CODE

To configure DEPARTMENT_CODE:

3. Click in the Branch Office Number text field and enter the appropriate number.

ACCOUNT_CODE

To configure ACCOUNT_CODE:

4. Click in the Branch Office Name text field and enter the appropriate name.
    

   

    

5. Click OK.