To make entering bills more efficient, you can create a list of common costs associated with preparing your vehicle for the lot. Access may be restricted by permission level.
1. Go to Settings -- Accounting Settings -- Vehicle Purchase Defaults
2. Click on Add Item
3. Click in empty field in 1st column (AP Account) to open drop down list. If you are not directly integrated with QuickBooks there will be a default option to choose.
4. Click tab to go to next field or click in it to open drop down box, choose Vendor that you are creating a frequently used billed item.
5. Click tab to go to next field or click in it, type in a memo regarding the bill. Does not have to be filled in.
6. Click tab to go to next field or click in it, type in a description of service or item that is being paid for.
7. Click tab to go to next field or click in it, enter in the number 1. The quantity will always be one.
8. Click tab to go to next field or click in it, enter amount the service or item usually costs. This can be changed or left at zero and filled
in on the inventory screen.
9. Leave the COGS and Ledger Account fields blank unless you have a direct integration with QuickBooks.
