Introduction

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The eClientLink Editor is a financial statement, reports and chart editor that allows the creation of customized professional financial statements, reports and charts from the data in QuickBooks Online accounting program. Extensive statement customization is available.. More than QuickBooks Online statements.

     

This program is similar to the QuickBooks Statement Writer (QSW), except it works with QuickBooks Online, doesn't require Excel, includes charting, and is hosted in the Cloud.

     

The editor gives you complete freedom of wording of statement lines and the selections and placement of the numbers from the Trial Balance of the accounting system. You can do calculations and totals on any statement line or number. Charts can be custom formated to present your QuickBooks data in a visual format.


A Statement Wizard is available to create the initial statements.    

 

Once the statement or charts are originally set up, the periods can be changed by a simple click. The accounting data is loaded into the editor automatically by using a one-touch “live link” feature.

     

There is no need to export or manipulate anything in Excel or Word. The statements and charts can be printed directly from the editor, or the statements can be exported to Excel.

     

The editor can support an unlimited number of  QuickBooks Online organizations (companies), and an unlimited number of statements and charts per organization.

     

This program is hosted in the cloud. Other than a Browser, no other programs are needed on the local computer. With proper password authentication, the program can be accessed from anywhere in the world.       

     

New Custom Coding Service:

We are now able to customize your reports to your specific needs. With the combination of eClientLink's built in functions and custom coded extensions, almost any statement, report or chart can be produced. Send us an e-mail to support@eClientLink.com for more detail.

     

The original version of the program was developed for a CPA firm to provide its clients with financial information that they could use. Myron Joy, the principal developer, has more than 20 years experience as a practicing CPA and a Certified QuickBooks Pro Advisor.