Accounting Setup

EZLYNX ACCOUNTING SETUP
Primary Accounting Admin*

Please provide contact information for Primary Accounting Admin. The person responsible for EZLynx Accounting Setup and Management tasks: Configuration, User Permissions, Commission tracking and how EZLynx integrates with QuickBooks.
Name
Email
Phone
Training *

It is important that all EZLynx Accounting users complete training. Users noted below will be auto-registered for the training webinars and receive confirmation emails from GoToMeeting.
Please list the users

Yes
Please list users that need Accounting Training who are not Admin(s) .*
Bank Accounts *

Please provide applicable bank account names. Do not include #'s.
Bank Account Name*
QuickBooks users must enter names EXACTLY as they appear in QuickBooks. For example 'WellsFargo-Operating Account' is different from 'WellsFargo Operating Account'.
Customer Payments?

YesNo
Name
To pay billing companies?

YesNo
Name
To pay commisions?

YesNo
Name
Does your agency use a premium finance company?

YesNo
Name
Does your agency intend to integrate EZLynx Accounting with QuickBooks ?

YesNo
Which version ?
Agency Branding

Provide an agency logo to display on printed invoices and receipts (optional).
Upload Logo

Cancelof
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EZLYNX ACCOUNTING SETUP