Configuring the Y.E.S.!™Accounting  Interface

Initial configuration of the Y.E.S.!™ Accounting  Interface requires only a few simple steps.

Configuring QuickBooks® to work with Y.E.S.!™ (by default, the following features are turned ON):

• Allow QuickBooks® to be updated from Y.E.S.!™

• In QuickBooks®, go to the Edit menu, and click on Preferences.  

• Scroll down the left window and click on "Integrated Applications".  

• You should see an application named "Y.E.S.! Software!" listed.  Check "Allow Access".  Click on "OK".

• QuickBooks® Sales Tax - For this interface to function properly, you must set the QuickBooks® Sales Tax to "Y.E.S.! Sales Tax".  This property is set from the QuickBooks® Preferences menu, "Sales Tax", "most common sales tax" field.

• Sales Tax Vendor - Open the QuickBooks® item list and double-click on"Y.E.S.! Sales Tax".  Select "Y.E.S.! Tax Vendors" as the Tax Agency. 

Review the following subsections, as applicable:

• General Precautions

• Sales Tax Setup

• Setting up Single Tax Agency for "Sales Tax Payable"

• Setting up more than one Tax Agency for "Sales Tax Payable"

 


• IMPORTANT NOTICE: The Y.E.S.!™ QuickBooks® interface only works with QuickBooks® 2003 or later.