EZLynx Accounting helps your agency manage many common Accounting tasks such as:

• Agency bill invoicing
• Record agency and direct bill customer payments with receipts
• Track policy-related deposits to various bank accounts for commissions, premiums, and other receivables
• Use AutoPay to create multiple checks at once for various payees
• Perform end-of-day tasks, like printing a deposit summary or check report

Other agency-related financial transactions – like running profit; loss or expense reports, and tasks like bank reconciliations are still performed within QuickBooks.

If interested in obtaining the Accounting product, please have an agency Admin complete the online Accounting Setup Request Form. Once submitted, an Accounting specialist will be in contact with further instructions.

Agency Setup Tasks

Once an agency has obtained the EZLynx Accounting product, the agency Admin will have a few setup tasks to complete. Check out this Accounting: System Configuration article on how to set things up!

If you our going to integrate EZLynx into your QuickBooks, make sure to take a look at the Quickbooks Setup video below!

Training Materials

After all Accounting setup tasks have been completed, it is time to start using the product! The first step to being most efficient and accurate when using EZLynx Accounting, is to review the Training Materials and/or sign up for an Accounting Webinar.

Check out our live webinars or our previously recorded ones! Also take a look our out Where can I find Training Content? article to learn about all the training options like our Accounting YouTube Playlist!

Training Materials

• EZLynx Accounting User Manual
• Agency Bill Basics
• Create an Agency Bill Single Invoice or a Premium Finance Invoice
• Create an Installment Invoice
• Agency Bill - Customer or Premium Finance Company Refund
• Add a Direct Bill Payment Receipt
• Steps to Record Bounced Checks
• Create a Direct Bill Sweep or Check Manually (without AutoPay)
• Manage Deposits
• Direct Bill Commission Statements
• Record Commissions from a Direct Bill Statement
• AutoPay Checks (Payables)
• Check Detail Report
• Recording Write-Offs
• Accounting Reports
• Run a Payable Worklist & Pay Commissions to Producers

Tips & Fixes

• Create an Invoice for a Future Policy Renewal
• Create a Direct Bill Payment Before Receiving Payment From a Customer
• Process a Receipt for a Negative Commission Statement
• "No Policy Found" When Adding a Commission Statement Line Item - Wrong Billing Type
• Process a Non-Sufficient Funds Fee for Bounced Check
• Fix Agency Bill Invoice Commission with a $0 Premium Invoice
• Does a Negative Payable Exist for a Direct Bill Cash Receipt?
• Made a Mistake on an Accounting Transaction? Reverse it.
• Does a Negative Payable Exist for an Invoice? Here's the fix.
• Have a Finalized Deposit Where the Total & Control Totals Don't Match? Here's the fix.

QuickBooks Tips & Fixes

• QuickBooks Accounts Don't Have a $0 Balance? Here's the fix.
• Need to Reconcile a Bank Account in QuickBooks? Use EZLynx Details.
• QuickBooks Online: How to Clear Open Invoices

Click here for a list of FAQ's.