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Ever since Livery Coach was in diapers, it has been a requirement that Chauffeurs need to be entered in the accounting package (Peachtree, and later QuickBooks) and pulled over with an Accounting Update in order to have your chauffeurs appear in Livery Coach.
As many of you use payroll services and don’t have any other use for chauffeurs in QuickBooks, we finally figured out that we should eliminate this requirement.
Before we go further, an IMPORTANT warning: once you switch the system to not read your chauffeurs from QuickBooks, this should be a permanent setting. The system will remember all the chauffeurs you have in the system when you make the switch, but if you then add some chauffeurs in Livery Coach, and then switch the system back to reading from QuickBooks (even though we are telling you not to), an Accounting Update will wipe out those new chauffeurs. If you call tech support after you have done this, we can’t get them back. So consider yourself warned.
To turn off the update, simply navigate in Setup to Accounting Update…and click on the Setup List.
As many of you use payroll services and don’t have any other use for chauffeurs in QuickBooks, we finally figured out that we should eliminate this requirement.
Before we go further, an IMPORTANT warning: once you switch the system to not read your chauffeurs from QuickBooks, this should be a permanent setting. The system will remember all the chauffeurs you have in the system when you make the switch, but if you then add some chauffeurs in Livery Coach, and then switch the system back to reading from QuickBooks (even though we are telling you not to), an Accounting Update will wipe out those new chauffeurs. If you call tech support after you have done this, we can’t get them back. So consider yourself warned.
To turn off the update, simply navigate in Setup to Accounting Update…and click on the Setup List.
Once there, put a check-mark in the box at the bottom of the window labeled “Use Only This Employees List (Disable Accounting Update For Employees List).
Once you have made the selection, simply click on Close. The selection now disappears from the Update List.
In order to update or add a chauffeur from now own, simply navigate back to Setup List, Employees Tab, and select the chauffeur you want to edit, and click Edit. Or, click the Add button to add a new Chauffeur.
IMPORTANT NOTE: When adding a Chauffeur, be sure to create a unique “Entity ID” (this becomes your driver ID), and also be sure to select “Chauff” from the drop-down for the Type field.
IMPORTANT NOTE: When adding a Chauffeur, be sure to create a unique “Entity ID” (this becomes your driver ID), and also be sure to select “Chauff” from the drop-down for the Type field.