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Reactivating a QuickBooks Vehicle Sales Template

Autosoft -

With a few simple steps, you can easily reactivate an inactive vehicle sales template to organize Autosoft Sales and F&I vehicle sales data for transmission to QuickBooks. Inactive templates are only visible in the Vehicle Sale Search list if the Show Inactive toggle is turned on (indicated by a blue background). 

Step 1. While in the Setup application, hover over the Accounting tab and select the Vehicle Sales option in the options menu that opens.

accounting_tab.PNG

The Vehicle Sales Search screen opens. 

vehicle_sale_search_screen.png

Step 2. Click the Show Inactive toggle in the lower-right corner of the screen. The list now displays both active and inactive vehicle sales templates. 

Step 3. Locate a template by scrolling through the Vehicle Sale Search list, or search for a vehicle sales template using the Search bar and clicking 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. 

Step 5. Click the Set Active button in the upper-right corner of the screen. The template's status is changed to "Active," and the Set Active button now reads Set Inactive. 

The template is again visible in the Vehicle Sale Search screen without the use of the Show Inactive toggle.

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