Once you have successfully connected Unify Enterprise with your online store and the accounting system, the next stage is to configure the application, which comprises of series of stages like downloading data and settings, configuring customers, transactions and more.
The first screen that you encounter when you commence the configuration process is the Download Settings screen, wherein you need to download internal data, settings and accounts of your online store and your accounting software. This data and settings are used by Unify Enterprise at the backend to complete your financial tasks on a day to day basis.
To download the data and settings
1. Login to Unify Enterprise.
2. From the File menu, click Configure Store.
1. From the File menu, click Manage store.
2. In the Manage Stores screen, click Configure corresponding to a store that you want to configure.
3. In the Download Settings screen:
a. Under Download Online Store Settings, review the checkbox options such as Payment Methods, Shipment Methods and more.
Note: These options may vary based on the shopping cart you connect.
b. If you do not want some of the data to get downloaded, clear the relevant checkoxes.
c. Click Download Data.
Wait for the download to complete (check for 100% status).
d. Under Download QuickBooks Data and Settings, click Download Data to download the data of customers, items and others.
Wait for the data to get downloaded.
Note: Similar to online store settings, you can clear the relevant checkbox options if you do not intend to download the data pertaining to such categories.
If you have made any changes in the online store and/or your accounting software, navigate to this screen and download the latest data so that the same can be used by Unify Enterprise. To do so, click File > Download Latest Configuration.