Chapter 13: Setup Details and Importing Data
Chapter 13, page 1, Setup Details and Importing Data provides setup instructions for setting up a new Data File. (3110)
This chapter complements Chapter 1 by supplying detailed, step-by-step instructions about setting up Big Business. In particular, it contains specific setup instructions for each type of information you need to enter (except company information, which is covered fully in Chapter 1).
These are the topics covered:
• Instructions and background information about importing data into Big Business, including what kind of files can be imported and how to use the Import dialog box. See “Importing Data from Other Programs.”
• Instructions for entering accounts and categories, including how to use predefined lists, how to import accounts and categories, and how to enter accounts and categories manually. See “Entering Account and Category Information.”
• Instructions for entering customer information, including how to import the information, how to enter it manually, and how to enter it later. See “Entering Customer Information.”
• Instructions for entering vendor information, including how to import the information, how to enter it manually, and how to enter it later. See “Entering Vendor Information.”
• Instructions for entering item information, including how to import the information, how to enter it manually, and how to enter it later. See “Entering Item Information.”
Authorize Settings
This Solution describes entries for Authorize.net Settings. (6122)
After Registering the Authorize.net Add-On, re-open the Company Card and go to the Preferences tab and click the button for Authorize.net.
Authorize.net Settings include:
• a Description (optional) to identify the account (e.g. "Authorize.net")
• a URL, provided by Authorize.net, that is used for connecting.
• a Login, provided by Authorize.net, that is stored securely.
• a Transaction Key, provided by Authorize.net, that is stored securely.
• Payment Methods (optional) for Amex, Visa, MasterCard, and Discover
Choose the Payment Method(s) you want automatically assigned. They might all be the same (e.g. "Credit Card") or they might be different (e.g. "Amex", "Visa/MC") if they result in separate Deposits and having different Payment Methods listed in the Deposit is helpful. The Deposit tool includes a feature to automatically select Receipts by Payment Method.
Authorize Dialog
This Solution describes the Authorize dialog used in the Authorize.net Add-On. (6126)
The Authorize dialog includes:
• a pulldown for choosing Authorize Only or Authorize and Capture
• an Amount--enter the amount to process
• a Test checkbox--check to use Test Mode and not actually process
• confirmation of the type code and credit card details
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When you choose Authorize from the Credit Card pull-down menu, this will automatically close the current window and prompt you to Save changes.
Authorize Registering
To use the Authorize.net you must first register the Add-On. (6129)
The first step in connecting from Big Business to Authorize.net is Registering.
To Register the Authorize.net Add-On:
1. Go to the Maintenance toolbar, to the Company Card, and click the Upgrade button.
2. Click the Authorize button and the Registration dialog, pictured, will open.
3. Enter your Registration code.
6. Click Continue.
7. Click OK on the Confirmation dialog
8. Click OK to Save the Company Card.
9. Quit and restart Big Business Client.
Capture Dialog
This Solution describes the Capture dialog used in the Authorize.net Add-On. (6130)
The Capture dialog includes:
• a pulldown for choosing Capture
• an Amount--the authorized amount is filled in; you can enter a smaller amount (but not a larger amount).
• a Test checkbox--check to use Test Mode and not actually process