EZLynx Accounting: Import to QuickBooks
Modified on: Thu, 2 May, 2019 at 1:21 PM
Once the General Ledger and checks are exported from EZLynx, they must be imported to QuickBooks Desktop.
QuickBooks Desktop
- Open QuickBooks Desktop.
- Click File>Utilities>Import>IIF Files.
- Select the file from the EZLynx Accounting folder and click Import.
- Once imported, the accounts are updated and all the journal work is completed.
- Follow steps to Review QuickBooks Accounts for Zero Balance (below).
QuickBooks Online
The direct integration automatically imports the data to QuickBooks Online.
- User will only need to follow steps to Review QuickBooks Accounts for Zero Balance.
Review QuickBooks Accounts for Zero Balance
After importing general ledger and checks from EZLynx, QuickBooks Accounts should have a $0 balance. Contact accountingsupport@ezlynx.com immediately if any of these accounts don’t have a $0 balance after import.
To verify QuickBooks Accounts balances:
- After exporting BOTH the General Ledger and Checks from EZLynx and importing them to QuickBooks Desktop or Online, go to Chart of Accounts.
- At the following account names, verify the balances are $0.
- Import Clearing Account
- Unapplied Cash Account
- Undeposited Funds Account
- Agency Bank (Clearing) Account(s) – if agency has two bank accounts, trust and operating, both have a second account with (Clearing) in the name. For example; My Agency Trust, and My Agency Trust (Clearing).
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