Welcome to the Accounting Link Quick Reference Guide!
In this Guide, you will learn the basic steps involved in using Accounting Link. Daily transaction processing in Accounting Link is as simple as following steps 1 and 2. By verifying figures and stepping through the process one step at a time, you can be certain that the figures you are exporting to your accounting software are complete and accurate.
Relax and enjoy yourself! You are going to see how quickly and easily you can transfer your accounting information from Mitchell to your accounting software.
Before you begin the verification process, gather the following documentation for each of the dates you'd like to process:
Once you have gathered the above documents, go ahead and double click on the Accounting Link and enter your password into the security check window. The default password is simply “password”. Now you are ready to start with Step 1.
If you have multiple stores to process, select a store from the drop down menu in the upper right corner.
Select the date you would like to process from those listed in the “New Activity” box in the upper left corner by clicking on it once to make it bold and click Process.
Verify the information that was pulled over from Mitchell1:
You may print a Daily Summary report by clicking on the Print icon in the lower right corner. This report is useful for audit purposes.
One more click and you are done! You have already verified all of the information in this tab. The items are selected and ready for export, so all you have to do is click Export.
After a few moments of processing, the screen will empty, indicating the information has been pushed to your accounting software.
If you have multiple stores, only one day is processed at a time, per store.
Remember, if you have any questions, we are only a phone call, email, or chat away!
Remember, if you have any questions, we are only a phone call, email, or chat away!
Visit us at www.TBOHelp.com. From here you can create a case, email, or chat us.
Also, you may call for help at 866-964-9699 option 2.