EZLynx Accounting: Set the QuickBooks Application Version (Online or Desktop)
Modified on: Thu, 26 Aug, 2021 at 10:34 AM
The agency’s QuickBooks version is set here by EZLynx during the onboarding process. If the agency transitions to a different QuickBooks version at any point after setup, it is important to update this information.
The settings on the Agency tab are applied to the main office and all branches.
- Hover over the Accounting icon, and select Configuration.
- Click the System Settings tab, and scroll down to System Settings area.
- At QuickBooks Application, select the version your agency uses.
- At the Export Transactions field:
- For Desktop users, leave set to Summary, and Save.
- For Online users, click here to refer to the QuickBooks Online Interface Guide.
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