Tips & Other Information
Tips, caveats, and additional notes on accounting integration.
12 articles
- Transfer a Warranty Customer Invoice to a Supplier Credit Note in QuickBooks OnlineConvert an outstanding warranty Customer Invoice in QuickBooks Online into a Supplier Credit Note using a clearing account.
- Unit Deal Accounting Integration ExplainedHow Blackpurl records accounting entries for parts, labour, and other committed deal options on a Unit Deal, and why they post to unit GL accounts.
- Blackpurl Accounting Integration: What to Manage in BlackpurlA guide to which dealership activities must be managed in Blackpurl to keep your accounting integration accurate and balanced.
- Disconnect or Reconnect Your Accounting PackageHow to disconnect Blackpurl from QuickBooks Online or Xero, and what to do if you need to reconnect.
- Disconnect from QuickBooks OnlineDisconnecting Blackpurl from QuickBooks Online stops all data and transactions from being sent to QuickBooks.
- Undeposited Funds General Ledger ExplainedHow Blackpurl's Undeposited Funds General Ledger works as a clearing account between customer payments and your accounting package.
- Reconcile a Vendor Rebate or Holdback Overpayment in XeroUse this article when the rebate or holdback payment received from a vendor or supplier is more than the cost adjustments processed in Blackpurl.
- Transfer a Customer Invoice to a Supplier Credit Note in XeroUse a clearing account in Xero to convert a warranty customer invoice into a supplier credit note when a warranty company deducts payment from amounts owed.
- Payment Accounting Method ConversionLearn how the new payment accounting method works in Blackpurl and how to enable it for your dealership.
- Test Your Accounting Integration Connection in BlackpurlCheck whether Blackpurl is successfully connected to your accounting package (QuickBooks Online or Xero) by running a connection test from Settings.
- Accounting Reconciliation Tool ExplainedUnderstand what the Accounting Reconciliation tool does, where to find it, and how to read the information it provides.
- Sending Emails from Blackpurl: Choose Your Email SetupExplains the two email sending options in Blackpurl — quick setup vs. verified domain — and the deliverability/security trade-offs between them.