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.