Accounts Package Tie in.

ministorage

Hi we are working with site link and our accountants have asked about the ability of sitelink to link with accounts packages, i.e. Sage, Quickbooks etc. 

Anyone got information on this and the ability for sitelink to have a bridge to different accounts packages.

Thanks

storable_support

Hi, @ministorage. SiteLink can create import files for several different kinds of accounting software and has various other options too -- please see the below image for details. 

ministorage

thank you for that where do i find this menu on sitelink? 

MamaDuke7

ministorage said:

thank you for that where do i find this menu on sitelink? 

Under Setup - Accounting.  Then at the top right is Accounting Interface.  Click Edit to get this screen.

ministorage

thanks, didn't see that up there... 

ministorage

Hi again, i'm looking at this closer now, i can see the options but how are the import files created? Through reporting?

storable_support

Hi, @mistore. @MamaDuke7 is correct! We'd also add that under Report, Financial, Accounting Help, you'll find instructions on setting up the account per @MamaDuke7's instructions and also some tips on understanding the report.

To best answer your questions about how import files are created, please reference this screenshot. If I can help you further, please let me know! ~Amy C.