It is always good to know how to get started with any product. And in this video, Barbara Cooney takes us through how to do just that with LedgerLink.

Follow along with Barbara as she helps you get started using LedgerLink:

Key Points

  • Obviously you need to have a LedgerLink licence. We have a demo licence to test it out, or you can test it out.
  • You need to enter a  Master Admin account when logging into Quickbooks Online in order to connect LedgerLink.
  • After logging in, you’ll be given a list of your companies. After selecting one of them, that company information is brought into Ledger Link.

Common Mistakes Include

  • Trying to connect to Quickbooks Online with an account that doesn’t have Master Admin privileges.
  • Use Sandbox option. The sandbox comes from Quickbooks Online, and it’s used to test. You might not have a sandbox account, so be sure to uncheck this.

After the initial connection

There are two options for using LedgerLink:

  1. Use LedgerLink to store data as a starter file.
  2. Use LedgerLink to act as a bridge between Quickbooks Online and your custom app. Basically, use LedgerLink for its sync engine.

LedgerLink Configuration

Head to the “Sync Config Log” screen. This is the place to mark what you want to send-to and receive-from Quickbooks Online. All of the entities in LedgerLink can be either sent or gotten, or both. Review this section to see which entities apply to your needs and uncheck those that don’t.

Read more information about LedgerLink here. Download the demo and give it a try.

We are excited to announce that our FileMaker Addon LedgerLink now supports adding and syncing attachments. This feature is included in LedgerLink v3.1.0.

Here’s a rundown of the features:

  • There’s a portal to store any number of attachments.
  • LedgerLink automatically filters to allow Quickbooks Online supported attachments. Those include
    •  PDF
    • JPEG
    • PNG
    • DOC
    • XLSX
    • CSV
    • TIFF
    • GIF
    • XML
  • Once the files are added to LedgerLink, they can be synced to Quickbooks Online just like any other data.
  • LedgerLink includes the ability to add “Existing Files”. These are attachments stored already in LedgerLink. A quick and simple interface allows you to attach enter of these into the invoice record and thus synced.
  • Each attachment can be previewed. This is done by exporting the file and opening it up.

Check out LedgerLink. Download the demo and give it a try.