The additional detailed link for customers transfers much more information about your customers from Tigerpaw to QuickBooks. This transfer program was written using QuickBooks 2005 Pro. It should work with prior versions, but has not been tested. If you are using an earlier version, please test with one or two customers before fully implementing.
When Tigerpaw (TP) and QuickBooks (QB) are combined into a solution, Tigerpaw initiates all invoices. If the TP customer and items are subject to sales taxes, then TP computes the tax amount, adds it to the item total on the invoice, and totals the amount the customer should remit. In addition, a batch process is run periodically that gathers all posted invoices since the last run, and creates a file for importing into QB. This article contains the invoice header information, line item information, and sales tax information.
Tigerpaw Accounting Configuration:
Each client will use different General Ledger accounts, so this document addresses these accounts in generic terms. If you not plan to use one of these functions, you do not need to fill it in.