Integration Settings Glossary

Setting	Details
Accounts Payable Account Name	The name of the Accounts Payable account.
Accounts Payable Account Type	The type of account associated with the accounts payable account.
Cost Account for New Part Numbers	The desired account that should collect the cost amounts of Part Numbers.
Cost of Goods Sold Account Name	The name of the account that should collect the cost of goods sold data.
Custom Prefix (for Invoice, Bill, etc)	Enter any characters to go in front of Steelhead document numbers when exported to accounting software. "SH:" by default.
Customers Are Actually Contacts	Checking this box means the customers from the configuration source are actually contact data.
Customer Name	Option to include or omit the Customer name alongside other accounting info
Enable Debug	????
Enable Extra Logging	Option to allow other things to be logged by accounting software.
Export Bills, Invoices, Customers, etc?	Option to send information from Steelhead to accounting software.
Export Document To	Select the location where the associated document should be sent to.
Force-Archive Filter	Enter a semicolon delimited list of objects you do not wish to import.
Import Every	Set the number of minutes between each import. Default is 10 minutes.
Income Account for New Part Numbers	The desired account that should collect Part Number income data.
Inventory Account for New Part Numbers	The desired account that should collect the inventory-related data on newly created Part Numbers.
Items into Products Filter	Enter a semicolon delimited list of item names you wish to import as Product. You can also use wild-cards such as an asterisk ( * ) to map all items to Products.
Name (of integration)	Integration name can be anything and edited in the future.
Only Import For Matching Entities Filter	Only import Customers/Vendors/etc. that are owned by the entities matching the filter.
Overwrite Steelhead Data (Product, Part Number, Customer, etc)	Checking these boxes means the object will be overwritten on import.
Part Number Customer	Option to include or omit Customer records of this Part Number.
Part Number Description	Option to include or omit the custom-written description on Part Numbers.
Part Number Name	Option to include or omit the name custom-written on Steelhead Part Numbers.
Part Number Price	Option to include or omit the price of the Part Number.
Product Name	Option to include or omit the Product name this Part Number is attached to.
Purchase Order Document Name	Name of the document used for placing a purchase order with a vendor.
Purchasing Dept	Name of the Purchasing Department.
Receivable Account for New Invoices	The invoicing account that should collect new invoice amount data.
Sales Invoice Document Name	Name of document used to invoice customers.
Trigger Data Fetch In Watch Mode	Checking this box means that when a Watch Mode import is complete, it will automatically sync the new data in Steelhead based on import configurations.
Type of Income Account	The type of account associated with the income account.
Type of the Cost Account	The type of account associated with the cost account.
Type of the Inventory Account	The type of account associated with the inventory account.
Type of the Receivable Account	The type of account associated with the receivable account.
Unlink Steelhead Data	Removes the connection of accounting software data from Steelhead data.
Vendors Are Actually Contacts	Checking this box means the vendors from the configuration source are actually contact data.
Vendor Invoice Document Name	Name of the document that is an invoice from a vendor.
Product Groups are Classes	Checking this box means that Product Groups from Invoice/Bill Line Items will export as Classes in QB Online

Setting

Details

Accounts Payable Account Name

The name of the Accounts Payable account.

Accounts Payable Account Type

The type of account associated with the accounts payable account.

Cost Account for New Part Numbers

The desired account that should collect the cost amounts of Part Numbers.

Cost of Goods Sold Account Name

The name of the account that should collect the cost of goods sold data.

Custom Prefix (for Invoice, Bill, etc)

Enter any characters to go in front of Steelhead document numbers when exported to accounting software. "SH:" by default.

Customers Are Actually Contacts

Checking this box means the customers from the configuration source are actually contact data.

Customer Name

Option to include or omit the Customer name alongside other accounting info

Enable Debug

????

Enable Extra Logging

Option to allow other things to be logged by accounting software.

Export Bills, Invoices, Customers, etc?

Option to send information from Steelhead to accounting software.

Export Document To

Select the location where the associated document should be sent to.

Force-Archive Filter

Enter a semicolon delimited list of objects you do not wish to import.

Import Every

Set the number of minutes between each import. Default is 10 minutes.

Income Account for New Part Numbers

The desired account that should collect Part Number income data.

Inventory Account for New Part Numbers

The desired account that should collect the inventory-related data on newly created Part Numbers.

Items into Products Filter

Enter a semicolon delimited list of item names you wish to import as Product. You can also use wild-cards such as an asterisk ( * ) to map all items to Products.

Name (of integration)

Integration name can be anything and edited in the future.

Only Import For Matching Entities Filter

Only import Customers/Vendors/etc. that are owned by the entities matching the filter.

Overwrite Steelhead Data (Product, Part Number, Customer, etc)

Checking these boxes means the object will be overwritten on import.

Part Number Customer

Option to include or omit Customer records of this Part Number.

Part Number Description

Option to include or omit the custom-written description on Part Numbers.

Part Number Name

Option to include or omit the name custom-written on Steelhead Part Numbers.

Part Number Price

Option to include or omit the price of the Part Number.

Product Name

Option to include or omit the Product name this Part Number is attached to.

Purchase Order Document Name

Name of the document used for placing a purchase order with a vendor.

Purchasing Dept

Name of the Purchasing Department.

Receivable Account for New Invoices

The invoicing account that should collect new invoice amount data.

Sales Invoice Document Name

Name of document used to invoice customers.

Trigger Data Fetch In Watch Mode

Checking this box means that when a Watch Mode import is complete, it will automatically sync the new data in Steelhead based on import configurations.

Type of Income Account

The type of account associated with the income account.

Type of the Cost Account

The type of account associated with the cost account.

Type of the Inventory Account

The type of account associated with the inventory account.

Type of the Receivable Account

The type of account associated with the receivable account.

Unlink Steelhead Data

Removes the connection of accounting software data from Steelhead data.

Vendors Are Actually Contacts

Checking this box means the vendors from the configuration source are actually contact data.

Vendor Invoice Document Name

Name of the document that is an invoice from a vendor.

Product Groups are Classes

Checking this box means that Product Groups from Invoice/Bill Line Items will export as Classes in QB Online

If you enable an overwrite, the name of an object in accounting software will overwrite the name created in Steelhead.

If you want this overwrite to affect already-imported data, then you will need to do a bulk import to update everything, otherwise it only applies to imports from this point forward.

Integration Settings Glossary

Integration Settings Glossary

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