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How to set up an accounting system integration?

This article discusses how to set up an accounting system integration?

To edit the accounting system integration options:

  • Click cog Options located on right top of the window. 
  • Select Accounting Integration from the list located below Events Journal on left side of the panel.
  • Provider. Use the dropdown 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 OK or Apply to save the changes made or click Cancel to exit without saving.

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