Even though your MC Trade Connect system is capable of directly integrating with four different Accounting Packages (QuickBooks, QuickBooks Online, Intacct, and Microsoft Dynamics GP), you are able to utilize all of MC Trade's Revenue Module and capabilities without also integrating with an Accounting Package.
An accounting package must be set up and the revenue codes must be linked (revenue items, payment types, adjustment types), even if a third party software is not being linked. This step cannot be skipped and is crucial to the functionality of the database, regardless of whether a third party software is being linked or not. Setting this up will not alter report data. Click Here to learn more about setting up an accounting package.
If you elect to use MC Trade Connect this way, you will follow the same configuration path as an association who is using the integration, but you will skip the steps related to identifying and configuring your Accounting Package. Note that you will need to manually update your Accounting Package with the activity recorded in your MC Trade system.
The list below outlines the steps you should take to configure the MC Trade Revenue module without integrating an Accounting Package:
- Overview of MC Trade Revenue Structure
- Create or Import Account Codes
- Create Revenue Items
- Creating Payment Types
- Create Related Revenue Items
- Setup or Create Adjustment Types
- Configure Online Payment Receipt
- Setting Up Accounting Packages