Changing Your Intuit QuickBooks Simple Start Settings

1. Open QuickBooks, and open the company file.
2. From the Orders menu, select QuickBooks Configuration.
3. Select the Edit Configuration task.
4. Edit the Customer field, and then click Save.
5. Launch the QuickBooks Web Connector (double-click the file you downloaded).
6. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The new Quick Shopping Cart Customer is created in the QuickBooks customer list.

1. Open QuickBooks, and open the company file.
2. From the Orders menu, select QuickBooks Configuration.
3. Select the Edit Configuration task.
4. Edit the Item field, and then click Save.
5. Launch the QuickBooks Web Connector (double-click the file you downloaded).
6. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The new Quick Shopping Cart Item is created in the QuickBooks item list.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, go to the Item list, and create the new Shipping Charge item.
   • The type must be Other Charge or Service.
   • Select an Account to associate with the Shipping Charge. You may need to create a new account before you create the Shipping Charge.
3. Launch the QuickBooks Web Connector (double-click the file you downloaded).
4. Select the Quick Shopping Cart Web Service, and then click Update Selected.
5. From the Orders menu, select QuickBooks Configuration.
6. Find the new shipping charge in the Shipping Charge list, and select it.
7. Click Save.
8. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The new Quick Shopping Cart Shipping Charge is associated with the QuickBooks shipping charge.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, from the File menu, select Preferences.
3. In the Sales Tax Options section, select Yes for "Do you charge sales tax when you make a sale?"
4. In the Tax Name list, select Add New.
5. Enter the name for your new Sales Tax, the tax rate, a description, and a tax agency.
6. Click OK.
7. Go to the Item list, and select the new Sales Tax item.
8. Launch the QuickBooks Web Connector (double-click the file you downloaded).
9. Select the Quick Shopping Cart Web Service, and then click Update Selected.
10. From the Orders menu, select QuickBooks Configuration.
11. Find the new sales tax item in the Sales Tax list, and select it.
12. Click Save.
13. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The Quick Shopping Cart Sales Tax item is associated with the QuickBooks sales tax item.

Note: For Quick Shopping Cart to send the correct sales tax amounts to QuickBooks, you need to set up a Placeholder Sales Tax that defaults to 0%. Once you set up the Placeholder Sales Tax in QuickBooks, you can select it to ensure accurate reporting.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, from the File menu, select Preferences.
3. In the Sales Tax Options section, Select Yes for "Do you charge sales tax when you make a sale?"
4. From the Tax Name list, select Add New.
5. Enter the name for your Placeholder Sales Tax.
6. Enter 0% as the tax rate. You cannot change this placeholder sales tax.
7. Enter a description and a tax agency.
8. Click OK.
9. Launch the QuickBooks Web Connector (double-click the file you downloaded).
10. Select the Quick Shopping Cart Web Service, and then click Update Selected.
11. From the Orders menu, select QuickBooks Configuration.
12. Find the 0% placeholder sales tax item in the Placeholder Sales Tax list, and select it.
13. Click Save.
14. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The new Quick Shopping Cart Placeholder Sales Tax item is associated with the QuickBooks placeholder sales tax item.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, go to the Item list, and edit the Discount item.
   • The type must be Discount.
   • Select an Account to associate with the Discount item. You may need to create a new account before you create the item.
3. Launch the QuickBooks Web Connector (double-click the file you downloaded).
4. Select the Quick Shopping Cart Web Service, and then click Update Selected.
5. From the Orders menu, select QuickBooks Configuration.
6. Find the new discount item in the appropriate Coupon list, and select it.
7. Click Save.
8. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The new Quick Shopping Cart Coupon Discount Item is associated with the QuickBooks discount item.

Typically, you only need to change a Quick Shopping Cart credit card payment method if you accept Diners Club cards, since QuickBooks does not have pre-configured payment methods for Diners Club like it does for other major credit cards.

1. Open QuickBooks, and open the company file.
2. From the Lists menu, select Customer & Vendor Profile Lists, and then select the Payment Method list.
3. Add the new payment method.
4. Launch the QuickBooks Web Connector (double-click the file you downloaded).
5. Select the Quick Shopping Cart Web Service, and then click Update Selected.
6. From the Orders menu, select QuickBooks Configuration.
7. Find the payment method in the appropriate Payment Method list, and select it.
8. Click Save.
9. Select the Quick Shopping Cart Web Service, and then click Update Selected.

The new Quick Shopping Cart Payment Method is associated with the QuickBooks payment method.