Perform Dry Run and Map Items, Accounts

Dry run

A Dry run is the first time when QuickBooks Web Connector logs into Ditat TMS and performs the action. Once you click "Update Selected" in the Web Connector and it completes without error the Dry run is complete.  The Dry run will do the following:

1. Ensure that the user permissions are set up correctly and that Web Connector can access Ditat TMS.

2. The Quick Books list of items will be downloaded and stored in Ditat TMS.

3. The Quick Books accounts list will be downloaded and stored in Ditat TMS.

Map items

Once a Dry run has been completed you will need to specify how Ditat TMS Payment types will map to QuickBooks items during export.

Ditat TMS will export and map Service Items only. Make sure those are set up in QuickBooks, if you add or change items in QuickBooks they will not be visible in Ditat TMS until you run the Web Connector Update again.

QuickBooks Essentials requires a dummy invoice and bill transaction to create the AR and AP accounts.

Click here to check out frequently asked questions regarding sync warnings and errors.

1. In Ditat TMS go to Rate & Pay -> Accounting Company.

2. Edit Integrated companies. Select the company from the search lookup.

   

3. Choose the Default AR/AP Accounts.

   

4. Select the tab for the AR payment types mapping.

   

5. Now map the payment types from Ditat to the mapped item list imported from your QuickBooks account. The end result will look like this:

   

6. Repeat Steps 4 and 5 for the AP (Settlements) Mapping items.

Map payment types to accounts

Map expense types to accounts

Map advance types to accounts

Map deductions types to accounts

Now the integration is ready to export data between Ditat TMS and QuickBooks!

How to Map New Accounts to your Accounting Company