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Video Information

Reference #: SPTV 3-201
Created: 06.27.13
Last Revised:06.27.13

Setting up Accounting

Learn exactly how to integrate your accounting software with Spectra/myStratus Desktop Professional.

Please note: Because we are continually updating our library of training videos as new versions of our software are released, this video will likely show an older or newer version of StudioPlus Spectra/myStratus than you have installed. Don't worry! The video will still give you a great overview of this feature.

 

Outline: Setting up Accounting

1. Accounting Method
   1. Post when paid in full
   2. Post when paid in full and delivered
   3. Post when created
   4. Post when they meet filter criteria
2. Acconting Link
   1. QuickBooks
   2. QuickBooks Direct
   3. Simply Accounting
   4. MYOB
3. General Ledger Accounts
   1. Customer deposits
   2. Accounts receivable
   3. Sales tax payable
   4. Shipping and handling
   5. General sales
   6. Discounts
   7. Cash back
4. Accounting Link Options
   1. Class code
   2. Export during posting
5. Payment Methods
   1. GL deposit account
      • Cash and check
      • Credit cards
   2. Exporting transactions
6. Session Types
   1. GL account
7. Price List
   1. GL account

Additional Information

» Next video - "End of Day Wizard"
» Spectra Training Checklist
» Online Help topic(s) - Setting up the Accounting Link, Using the Accounting Link