QBLink-it Setup

There are only a few items you need to setup in order to get started using QBLink-it.

QBLink-it Login
QBLink-it SQL Database Login
Encompass Login
TPI Program Path
Open Posting Log Button
Delete Posting Log Button
Turn on/off Posting to QuickBooks
QuickBooks Account to use as a Clearing Account"
Reference Starting Numbers for General Journal, Bills, Invoices and Deposit Posting

Account Templates: In order to Post to QuickBooks you will need to first create General Journal and or Bill Templates. The Templates can be selected as part of Events or selected during Manual Posting process.

Events Now, link sets of Templates and Encompass Loan files together. Encompass Loan files are selected using Encompass Milestones or user definable criteria. The events can be selected during either the Manual or Automated Posting process.