EDI to QB for Sales Invoices USE CASES

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Contents

Business Story

Accounting operator Clark Kent in NY Jaguar Office responsible for daily upload of Sales Invoice (and Credit Notes) into QuickBooks.

Use Cases

UC1: set time of creating of batch file

Admin - Users and Offices - Offices. Edit Office window.

Figure 1. Edit Office window

a. "IIF-file created" checkbox is not checked yet:

b. "IIF-file created" checkbox is checked:

File:Edit_Office_window_IIF_check.gif


UC2: set visibility of QB dashboard panel

Admin - Users and Offices - Jaguar Users. Edit Jaguar User window.

Figure 2. Dashboard configuration in user profile

File:QB panel visibility checkbox.gif

UC3: initial steps

UC4: view and download batch file

UC5: review info from batch file

UC6: upload info into QB

UC7: confirm in CT2 the successfull import into QB

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