103 - Accounting for Admins Only
This folder contains all of the articles that will help Admins on how to use the Accounting to handle day to day tasks.
Once an invoice is created, it cannot be edited by any user. If the agency commission was entered incorrectly, follow these steps to create a $0 premium inv...
Mon, 15 Apr, 2019 at 4:43 PM
We recommend exporting the General Ledger and checks from EZLynx and into QuickBooks every day because this helps identify errors faster, which in turn make...
Thu, 2 May, 2019 at 1:22 PM
Q. Which versions of QuickBooks are supported by EZLynx Accounting? A. EZLynx Accounting supports all versions of QuickBooks Desktop, and QuickBooks On...
Wed, 16 Dec, 2020 at 4:13 PM
*** Accounts with red note should always carry a $0 balance.*** Payables – the default installation of EZLynx Accounting has five payable accounts for the...
Thu, 2 May, 2019 at 1:23 PM
The Undeposited Funds Account Type will not allow you to change it once it is set in QuickBooks. You will first have to rename the current Undeposited Funds...
Thu, 2 May, 2019 at 1:24 PM
All the accounts below should have a $0 balance. If a QuickBooks account below doesn't have a $0 balance, we've given you the steps to fix the i...
Thu, 26 Aug, 2021 at 10:47 AM
If you need to reconcile a Bank Account in QuickBooks, EZLynx details can help. Click the Accounting icon before following either of sets of instruct...
Mon, 15 Apr, 2019 at 3:47 PM
Within QuickBooks, click Receive Payment at the top. Select Accounts Receivable Import at top left. At Deposit to drop-down, select Unapplied Cash. Go t...
Thu, 26 Aug, 2021 at 10:45 AM
Each time the agency receives a direct bill statement from a carrier that includes commissions credited to your account, a receipt must be created in EZLynx...
Thu, 4 Apr, 2019 at 2:52 PM
To net 2 invoices against each other using the EZLynx Accounting product, follow the steps below. EZTip: We advise that you first write down both invoic...
Wed, 10 Apr, 2019 at 2:51 PM