IntelliTrack for QuickBooks Online Configuration Options

It is imperative to set up the configuration options in the Plugin before you use it to share data between IntelliTrack and QuickBooks Online. The options are found in the Basic Configuration tab.

IntelliTrack for QuickBooks Online Plugin Configuration Options
Setting	Description
Default Division	The Plugin retrieves the IntelliTrack division or divisions that are assigned to the logged-in user. Click the drop-down arrow in the Default Division field to view the list of available divisions and select the default division from the options that appear. The QuickBooks data is placed in the selected division during a synchronization.
Default UOM	After the user selects a default division, the Plugin retrieves the units of measure for this division. Click the drop-down arrow in the Default UOM field and select a default UOM from the list that appears. The items imported into IntelliTrack during a synchronization will be assigned this unit of measure.
Default Site	After the user selects a default division, the plugin retrieves the sites for this division. Click the drop-down arrow in the Default Site field and select a default site from the list that appears. The QuickBooks data is placed in this site.
Default Location	After the user selects a default site, the plugin retrieves the locations for the site. Click the drop-down arrow in the Default Location field and select a default location for the QuickBooks data. When QuickBooks inventory is imported into IntelliTrack, it will be placed in the selected site-location.
Save Configuration button	Click to save the settings to the Plugin.
Refresh button	Click to refresh the IntelliTrack data in the lists. If you have added new data, clicking this button updates the drop-down lists.

IntelliTrack for QuickBooks Online Plugin Configuration Options
Setting	Description
Manual Posting to QuickBooks	Mark this checkbox to manually post the orders from IntelliTrack to QuickBooks from the Invoices & Receipts tab in the plugin.
Print Invoices Later	Mark this checkbox to set the preferred delivery method for the Invoice generated in QuickBooks to Print Later.
Email Invoices Later	Mark this checkbox to set the preferred delivery method for the Invoice generated in QuickBooks to Send Later.
Save Configuration button	Click to save the settings to the Plugin.