Once you've established vehicle sales templates to allow your Autosoft Sales and F&I data to be formatted and transmitted to QuickBooks, you can search the Vehicle Sales Search screen for a template, which you can open to review or edit.
Step 1. While in the Setup application, hover over the Accounting tab and select the Vehicle Sales option in the options menu that opens.
Step 2. The Vehicle Sales Search screen opens.
Vehicle sales templates are listed by Deal Type, Inventory Type, vehicle Class, Sale Account, and Status (only "Active" vehicle sales templates are listed unless the Show Inactive toggle has been turned on).
You can sort the list by column content by clicking the column heading by which you wish to sort.
Step 3. To search for a vehicle sales template, type a search term into the Search bar and click Search.
The search results populate the screen.
|Note: To clear a search, click the Clear button to the right of the Search bar. This clears the search terms and search results and allows you to begin a fresh search.|
Step 4. Once you've located the vehicle sales template you wish to open, double-click the template in the list. The vehicle sales template opens. Use the Edit toggle in the upper-right corner of the screen to switch between the edit and preview modes.