Review FormCalc's QuickBooks preferences.
 
Click on the Preferences tab, then on the QuickBooks tab within that window. All FormCalc preferences on this tab must be set to match their corresponding settings in QuickBooks, for FormCalc to work properly.

Currently, the "Pressing Enter moves between fields" preference is the only one that must be set identically in both FormCalc and QuickBooks.
 
 

Add a new Equity-type account to the QuickBooks Chart of Accounts, to use when setting up FormCalc trigger Items which should not post income or expense. Give it a name like "FormCalc Item Postings", etc., to identify that as its sole purpose.

Explanation: The purpose of some FormCalc trigger Items is just to cause FormCalc to display information on the QuickBooks form. They don't have any accounting function--they're usually just placeholders for FormCalc results, not for posting income or expense. When setting up trigger Items which should not post income or expense, you should associate them with an account that will help you detect unintentional postings of income or expense.

We recommend you set up an Equity-type account for this purpose. If you ever notice a balance in this account--in the Chart of Accounts list, or on a Balance Sheet report, for example--it will alert you that a FormCalc Item has probably been used incorrectly.
 
 

Set up one or more new Items in QuickBooks, as FormCalc trigger Items.

Though you may use existing QuickBooks Items as FormCalc triggers--and sometimes it's even advisable--usually it's better to set up a few Items specifically to use with FormCalc. This has several advantages:

• You can give them more meaningful descriptions like "Total Quantity:", "Cases Shipped", or "Total weight of this order:", adding useful detail to your QuickBooks forms.
   
• You can associate these Items with the FormCalc Item Postings Equity-type account described above, to avoid potential errors.
   
• It prevents confusion with the usual uses for Items, like recording sales or tracking inventory.

For this tutorial, set up a new Service type Item named "Total", as shown below, unless that name conflicts with another Item already in your Items list.

The Help tab in FormCalc's Trigger Items window has details about QuickBooks Item types you should use. Generally, it's best to use either Service or Non-inventory Part Item types as FormCalc trigger Items.
 
 

Go to the Trigger Items tab, and add each Item you created in QuickBooks on its own line. Type the Item name in the QuickBooks Item name column exactly as the Item name is spelled in QuickBooks. Don't be concerned with the other columns for now.