First it is important to understand the difference between accounts and entries. Where “Accounts” corresponds to your actually QuickBooks accounts, “Entries” correspond to your Dassle accounts. Any number of entries can be directed to one or more Dassle accounts, each of which represent on QuickBooks account.
As a result, we first create the account in QuickBooks, followed by an Account in Dassle, and finally an Entry (or Entries) in Dassle.
Start off by going to Setup, followed by “Accounts”. You can get here via either the Main Menu bar or the sidebar.
Unless you change the account number in QuickBooks, you’ll have no need for the edit button.
Once our account has been set up, we can move on to our Entries. Think of Entries as the categories that you file price keys in to. You may have one “Bowling Revenue” account, but wish to split that into Time, Game, and League Bowling for the sake of your reports. We do this with Entries.
To add a new entry (or entries) for the account we have set up, we’ll want to go to “Setup”, followed by “Entries”, either via the Main Menu bar or the left sidebar. At the bottom of the window that pops up, you’ll notice a bar with icons. The one we’re interested in is the Red plus sign. Clicking that will make a new empty row in our entries list. We then select the account to point the entry to, a name for the entry, and a tax group if we need it to automatically back out included tax from and price keys assigned to that entry.
Once we’ve filled that out, click the yellow check mark icon to save our new entry.
Finally, there is one more step. When viewing a shift’s entries, we look at an Entry Sheet. Every entry that you want to show up for a specific shift must be added to that shift’s assigned Default Entry Sheet. To do this, we stay in our Entries setup window, and click the “Default Entry Sheets” button on the bottom right.
At the top of the new window, we can choose, add, edit, and delete Default Entry Sheets. Use the green arrows to swap between sheets, or make a new one with the red plus sign button, filling in a name in the text box and clicking the yellow check mark to save. Once we have chosen/made a Default entry sheet, we must add our entry. Click the red plus sign at the bottom of the page to add a new Entry to our Default Entry Sheet. Then, from the dropdown boxes, choose the entry you’d like to add to the sheet. Once finished, click the bottom yellow check mark to save.