Simply Accounting Live Link

Parent Previous Next

Simply Accounting Live Link

Overview

This form is used to transfer data between Simply Accounting and ERPlite.  Enter the username and password and specify the file then click connect.

The following Items can be exported from ERPlite to Simply Accounting:  Customers, Vendors, Sales Invoices, Purchase Invoices

The following Items can be imported from Simply Accounting into ERPlite:  Customers, Vendors, Items

Definitions

Export From ERPlite to Simply Accounting  

Customers: Customers are those companies/person with whom your company conduct business transactions and generates sales order and invoices to collect payment. Once customers are entered into ERPlite, can be specified at the time of creating sales order.  

Vendors: Vendors/suppliers are those companies/person with whom your company conducts business. Once suppliers/vendors are entered into ERPlite, they can be specified in the Approved Vendor List (AVL) for each product/item in the Item Master.   

Sales Invoices: Its have details of items that have been sold to customer.  

Purchase Invoices: Its have details of items that have been purchased from supplier/manufacturer.  

Import From Simply Accounting to ERPlite  

 Items : Its have Items list from Simply Accounting .

Item Id: This is item identification no. It cannot be duplicate.

Item Name: It is given  item id can be duplicate.

Standard Cost: Equals the total cost of said item in base currency, including overhead and rolled up purchased materials. This Field is used for Inventory Valuation and purchased items in the BOM cost report.

List Price: It means that price of item on which to be sold.

Reorder Level: The report lists all products whose ATP amount has fallen below the REORDER LEVEL, the ATP i.e. Available To Promise (With Allocated Inventory), the lead time, and the minimum/fixed order size (if applicable) for each item that has fallen below its respective threshold.

COGS Accounts: It is cost of goods sold Accounts.

Income Account: It is  money Account that earned by Company. 

Asset Account: This A/c for assets of the company like fixed asset, current assets etc.

Item Type: Use the Default Item Accounts form to enter the accounts that will be used by default in ERPlite.   Different default accounts can be assigned to the following categories: Assembly, Group, Inventory Item, Non-Inventory Item, and Service .

Tax code: It shows that the customer is taxable or non-taxable. Codes can be added in the taxes form.  

Customers: Customers are those companies/person with whom your company conduct business transactions and generates sales order and invoices to collect payment. 

Vendors: Vendors/suppliers are those companies/person with whom your company conducts business.

How to connect the Live Link to Simply Accounting  Link

The following point should be noted when using this form with Simply Accounting 

          First of all browse Simply Accounting file .

          Enter correct username and password .

         Click connect button.

         Simply click the buttons to transfer data between ERPlite and Simply Accounting.

For a video step by step walkthrough of connecting to QuickBooks, see www.erplite.com > 2 minute Tours  




Created with the Personal Edition of HelpNDoc: Free iPhone documentation generator