You can specify if items should show in Crik-IT by logging into your Crik-IT portal as a Crik-IT administrator and click tools tab, then under Other Tools, click Crik-IT / QuickBooks Config Menu. On next page click Item Configuration
1. Want all QuickBooks items to show in Crik-IT? Click the All items (assemblies, inventory parts, and non-inventory parts) should show in Crik-IT choice.
2. Want to have only some of your items show in Crik-IT? Two choices:
- If you want most of your items in QuickBooks to show in Crik-IT, choose the Click the Only items without No in the ItemToCrikIT custom field should show in Crik-IT option.
- Set up a custom field for your items in QuickBooks called ItemToCrikIT.
- For the items that you do NOT want to have go to Crik-IT, enter No in the ItemsToCrikIT custom field.
- If you want most of your items in QuickBooks to not to show in Only items with Yes in the ItemToCrikIT custom field should show in Crik-IT option.
- Set up a custom field for your items in QuickBooks called ItemsToCrikIT.
- For the items that you DO want to have show in Crik-IT, enter Yes in the ItemsToCrikIT custom field.
NOTE: If you want Service items and/or Other Charges items to show in Crik-IT, check the appropriate Services and/or Other Charges checkboxes. These items will be subject to the same ItemToCrikIT rules you set up as described above.
3. Make sure you save your changes by clicking the Save Configuration Info button.
If you have already done your initial data sync, after changing any of these options, from the Crik-IT /QuickBooks Config Menu, choose "Sync Your Data", then "Let me choose what to sync", then "Sync Item Data".
When the sync finishes, return to the Configuration Menu, then click "Return to Crik-IT" link at the top of the configuration menu page.