This article is Step 4 of Understanding Accounting Integration - Control Accounts > Cash Sale Customer / Internal Service Customer


To see all the steps of Understanding Accounting Integration, please review - Understanding Accounting Integration



Step 4 - Control Accounts - Cash Sale Customer and Internal Service Customer




  • The Dealership will need to define which customer accounts in your accounting package will be used for Cash Sale and Internal Service Customer transactions in Blackpurl  


  • We would suggest that you create two new customer accounts in your accounting package and use the names -  Cash Sale Customer and Internal Service Customer


  • The customer account ID from your accounting package will need to be added into the relevant Cash Sale Customer and Internal Service Customer fields

  • To find the relevant customer account ID numbers in your accounting package:


Navigate to the relevant customer accounts (Cash Sale Customer / Internal Service Customer) in your accounting package 


When you do, the URL in the browser tab will contain the IDs you are looking for and just cut and paste these numbers into the relevant field in Blackpurl


QuickBooks Online example:

When viewing the Cash Sale Customer / Internal Service Customer in QuickBooks, the URL for the browser page will contain the ID number you are looking for 



Then just enter that Customer ID number into Blackpurl in the relevant field


Xero example

When viewing the Cash Sale Customer / Internal Service Customer  in Xero, the URL for the browser page will contain the ID number you are looking for:

 

Please ensure that you do this process for both the Cash Sale Customer and Internal Service Customer fields