icon to open
QBlink-it or click on the "Windows button", select "All
Programs", select "DMCC Software" and then select
"QBLink-it".Daily Operation
Note: QuickBooks Must be open in order to Post data from QBLink-it.
q 1. Open QuickBooks.
q
2. Click on the icon to open
QBlink-it or click on the "Windows button", select "All
Programs", select "DMCC Software" and then select
"QBLink-it".
q 3. Enter the QBLink-it Login Name and Password. The default Name is "ADMIN" and the password is blank.
q 4. Enter the Encompass Login Name Password and Server. This is the same login information that you use to open Encompass. We suggest that you have an Admin persona so that all loan files are available for Posting.
Note: No Duplicate Posting: Before Automated or Manual Posting takes place, QBLink-it will check the Encompass loan file GUID, Posted Amount and QB Account Name to make sure there are no duplicate posting. If there is a posted record that has the identical 3 items, the Loan File will be skipped and show in the Posting log as "has been imported before! This loan will be skipped."
q 5. Manual Posting - The Manual Posting tab allows you to either select an Event or to Manual select the Encompass Loan files and QBLink-it Templates to be used for posting to QuickBooks
q 6. Automated Posting - Run one or more Events using the QBLink-it internal Timer.
q 7. Reports - Display and Print lists of Posting data stored in the QBLink-it database.
