Skip to content
Contact Support
  • There are no suggestions because the search field is empty.

How to set up an accounting system integration?

This article discusses how to set up an Accounting System Integration.

To set up the Accounting System Integration:

  • Click white cog blue background Options in the upper right-hand corner of The Mortgage Office®.
    • You can also click Tasks & Reports under the Loan Servicing drop-down, then click the Options hyperlink under the Accounting System Integration section. 
  • Click accounting integration dot line chart blue Accounting Integration from the menu on the left.
  • Enter the following information:
    • Provider. Use the drop-down menu to select the accounting system provider. The options are:
      • None
      • PeopleSoft
      • CSV (Comma Delimited)
      • IIF (Intuit Interchange Format)
    • Methodology. This option determines how the transactions will be exported to the accounting system provider. The options are:
      • Maintains Both Escrow & Operating Bank Accounts
      • Maintains an Operating Bank Account (No Escrow)
  • Click OKOK to save the changes, or CANCEL Cancel to exit without saving.

Copyright © Applied Business Software, Inc. All Rights Reserved.