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Post Vehicle Sale to Accounting

 
 
Once a deal is final, contract and forms printed to close the deal it must be sent to accounting. This will lock the deal and prohibit any changes (it can be unlocked for changes depending on security level).
If you have Car-Ware integration with QuickBooks this will send the deal pending post deal to QuickBooks.
 
 
Post Vehicle Sale to Accounting
 
 
1

Customer Finance Deal Screen

 
 
 
Click Finance, Finance Deals
 
2

Pending Deals Screen

 
 
 
Double click on Customer Name or click on once then click Open
 
3

Wash or Recap Sheet

 
3. Wash or Recap Sheet
 
Click Wash Sheet when all forms and contracts printed to lock deal.
 
For more detailed information on Wash/Recap Sheet click  Recap - Wash Sheet
 
4

Send to Accounting

 
4. Send to Accounting
 
Click on Send to Accounting. The deal is now locked.
 
Note: Depending on your default settings, any trade taken in will be added to your inventory.