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Marking a QuickBooks Vehicle Sales Template Inactive

Autosoft -

With a few simple steps, you can easily mark a QuickBooks vehicle sales template inactive if you no longer use it 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. 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 3. 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 4. Click the Set Inactive button in the upper-right corner of the screen. The template's status is changed to "Inactive," and the Set Inactive button now reads Set Active. 

The template is not visible in the Vehicle Sale Search screen unless the Show Inactive toggle has been turned on.

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