The eClientLink Editor gets the accounting data from the QuickBooks accounting program by using the data access feature of the QuickBooks accounting program. The QuickBooks data is downloaded in the form of a Trial Balance to eClientLink. Once downloaded the statement lines are assigned to the appropriate trial balance accounts. This access is mostly invisible to the user and once set up, it can be updated with a simple one click. Each company can have an unlimited number of Statements, Reports, and Charts.

     

Printing of the statements, reports and charts can be done directly from the Editor or the statement can be exported to Excel for further analysis, calculations, and formating.

   

The Statement Editor page is the main editor that is used to create and manage statements and charts.  

   



Click here to view a video tutorials.


Click here for more information about the Editor