*may be relabelled as "QuickBooks" in your Nexonia interface
Navigate to the Configuration Data box and click the Edit Parameters link to access the configuration parameters.
Navigate to the tab labelled Expenses - Page 2. This is where the export values and preferences are set.
Towards the bottom of this tab, you should see the names of your credit card sources. If your credit card sources aren't appearing, Card Export should be switched from No to Yes. A new field called Export As will appear with four options:
1) Set by Transaction Source - this lets you choose a different export option for each credit card source and will populate an Export type for field for each credit card source.
2) Card Transactions - this lets you export the transactions into QuickBooks as Card Transactions
3) Vendor Bills - this lets you export the transactions into QuickBooks as Vendor Bills
4) Checks and Deposits - this lets you export the transactions into QuickBooks as Checks under the Employee. Once you have picked one of the above export options, you'll see the names of your credit card sources. If the value next to the name of the credit card is None it will not be able to export. Depending on where credit card transactions are being exported to in QuickBooks, you'll need to select a corresponding QuickBooks value to support the export:
|Card Transactions||GL Account for the credit card transactions|
|Vendor Bills||AP Vendor for the credit card|
|Checks and Deposits||
GL Account for the credit card transactions and the name of the Payment Method