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Article #287 How to Create QuickBooks Custom Fields for Solid Route Accounting

Creating Custom Fields in QuickBooks®

In order to support some of the features in Solid Route Accounting™ you will need to add a few custom fields in QuickBooks®. The following sections will guide you through the setup process.

Bar Codes on Inventory Items

The Solid Route Accounting™ is designed to take full advantage of integrated barcode scanners. Barcodes allow for extreme efficiencies at point of sale and, if possible, should be considered for your mobile sales units.

To add barcodes to your item records, you must setup a custom field for your items:

  1. From the Lists menu, choose Item List
  2. Select one of the following:
    1. Click [Item] and select New to add a new item record
    2. or

    3. Right click on any item on the list and choose Edit Item
  3. Click [Custom Fields]
  4. Click [Define Fields]
  5. Enter "Barcode" or "UPC" as the name of the field
  6. Select the Use checkbox, select "Any text" and then click on [OK]
  7. Then proceed with inputting a barcode value for the item record and click [OK]

Suggested Retail Pricing

Solid Route Accounting™ can show suggested retail pricing on invoices with very little set up. This will show the Suggested Retail Price along with the wholesale cost for each item on the invoice. It will also print retail totals as well.

To add Suggested Retail Prices to your item records, you must setup a custom field for your items:

  1. From the Lists menu, choose Item List
  2. Select one of the following:
    1. Click [Item] and select New to add a new item record
    2. or

    3. Right click on any item on the list and choose Edit Item
  3. Click [Custom Fields]
  4. Click [Define Fields]
  5. Enter "Retail Price" or "SRP" as the name of the field
  6. Select the Use checkbox, select "Numbers, 2 decimals" and then click on [OK]
  7. Proceed with inputting a Retail Price for the item record and click [OK]

Item Category

Solid Route Accounting ™ can group or filter items by product category/department.

To add Item Categories to your item records, you must setup a custom field for your items:

  1. From the Lists menu, choose Item List
  2. Select one of the following:
    1. Click [Item] and select New to add a new item record
    2. or

    3. Right click on any item on the list and choose Edit Item
  3. Click [Custom Fields]
  4. Click [Define Fields]
  5. Enter "Category" or "Department" as the name of the field
  6. Select the Use checkbox, select “Any text” and then click on [OK]
  7. Proceed with inputting a Category for the item record and click [OK]

Mapping Custom Fields in Solid Route Accounting™

Now run Solid Fusion™ so that your newly created custom fields are uploaded to Solid Mobile Central™.

Next, log into Solid Mobile Central™ (aka SolidRouteAccounting.com):

  1. Select the Settings tab
  2. For the "Barcode Field" select the QuickBooks® custom field from the drop down list
  3. For the "SRP Field" select the QuickBooks® custom field from the drop down list
  4. For the "Item Group Field" select the QuickBooks® custom field from the drop down list

    QB Custom Field Mapping

  5. Click [Save]
  6. Run Solid Fusion™ so that these new fields are imported into Solid Mobile Central™

The last step is to syncronise your handheld(s) for these changes to take effect.

Last modified on Friday, 27 April 2018 17:13

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