Complete Guide to Installing/Updating AccountLinx/SyncLinx

AccountLinx & SyncLinx are applications we offer that allow you to import certain information from supported accounting programs and export a file or export time record information directly into supported accounting programs.

Installing AccountLinx/SyncLinx can require elevated computer privileges. It may require an Administrator login for your computer to proceed through the installation and setup.

When installing/updating AccountLinx, SyncLinx is also installed/updated. SyncLinx does not create a desktop shortcut by default, requiring you to create your own shortcut. The following article can help with this: Create a Desktop Shortcut for Synclinx

 All Copies of AccountLinx/SyncLinx Must Be Same Version

Please Note: If you are installing/updating AccountLinx/SyncLinx to a newer version, you must update ALL other copies of AccountLinx/SyncLinx in your office to the same version. The current publicly available version is 4.7.5.2590.

You can refer to either our instruction video or use our step-by-step guide below the video.

Installing/Updating AccountLinx/SyncLinx

  • Download the AccountLinx updater & installer below. After the download completes, run/open the installer.

    AccountLinx Updater & Installer

  • Follow through the prompts at the bottom of the window.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__AccountLinx_-_001.png

  • It will begin to download and install anything necessary for AccountLinx & SyncLinx.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__AccountLinx_-_002.png

  • After the installer finishes downloading what it needs, it will begin to uninstall AccountLinx if it is an older version first. Otherwise, it will begin to install AccountLinx. Follow the prompts for the installation.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__AccountLinx_-_003.png

  • When completed, click Finish.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__AccountLinx_-_004.png

  • When the installation is complete...
    • If this is the first time that AccountLinx has been installed for the computer, Click Launch TimeSummit Utilities and proceed to the next section.
    • If this is an update to an existing copy of AccountLinx, click Finish.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__AccountLinx_-_005.png

Setting Up TimeSummit Utilities

TimeSummit Utilities is used by AccountLinx and SyncLinx to connect to your ExakTime Connect account. If you didn't use the "Launch TimeSummit Utilities" button from the previous step, you can open it from the program folders. You can expand the following steps to open TimeSummit Utilities.

After AccountLinx has been installed, TimeSummit Utilities can be found in the following folder path on your PC (assuming AccountLinx was installed with the default folder path):

C:\Program Files (x86)\ExakTime\AccountLinx
  • Go to My Computer/My PC. This can be done from your Start menu or pressing the File Explorer button from your toolbar.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__01_-_Open_File_Explorer.png

  • Go to Local Disk (C:)

    Installing_Updating_AccountLinx___SyncLinx__360001707433__02_-_Local_Disk_C.png

  • Go to Program Files (X86). If you do not see "Program Files (X86)", then click on "Program Files" instead.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__03_-_Program_Files.png

  • Go to ExakTime

    Installing_Updating_AccountLinx___SyncLinx__360001707433__04_-_ExakTime.png

  • Go to AccountLinx

    Installing_Updating_AccountLinx___SyncLinx__360001707433__05_-_AccountLinx.png

  • Look for and click on TimeSummit Utilities. Once TimeSummit Utilities is open, proceed to the next step.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__06_-_TimeSummit_Utilities.png

  • When TimeSummit Utilities opens, click on Database Settings to the left.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__TSUtilities_-_010.png

  • Enter the credentials unique to your company in the Server, User ID, Password and Database fields. The fields may be pre-populated when going to the database settings. If the information in those fields is incorrect, you can remove this information.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__TSUtilities_-_003_edit.png

  • When completed, click Test Connection.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__TSUtilities_-_test_connection.png

  • You should receive a message that the connection was successful. Click OK to remove the message and then click Save next to the "Test Connection" button.
    • If you receive a message that the connection tested successfully, but your database is out of date, you can disregard the message. This will not impact your use of AccountLinx/SyncLinx.

      Installing_Updating_AccountLinx___SyncLinx__360001707433__Database_Mismatch_Message.png

    • If the connection test fails or force closes TimeSummit Utilities, put quotation marks (") around the password and try to test the connection again.

    Installing_Updating_AccountLinx___SyncLinx__360001707433__Connection_Successful_Click_OK.png

    Installing_Updating_AccountLinx___SyncLinx__360001707433__Connection_Successful_Save.png

  • When finished, you can open AccountLinx/SyncLinx.

Getting SyncLinx Ready

If this is not the first time that you have used SyncLinx on the current computer, then all you would need to do is select the appropriate third-party application.

If this is the first time that you are using SyncLinx on the computer, you may need to perform extra steps depending on the third-party application. If you are unsure of what steps to perform, feel free to contact us for additional steps/clarification at the support request page linked here

  • When first opening SyncLinx, go to Tools at the top and click Select Data Source....

    SLX_-_00.png

  • From the list of third-party applications, select your application. Click OK.

    SLX_-_01.png

Getting AccountLinx Ready

If this is not the first time that you have used AccountLinx, then all you need to do is select the accounting/job-costing application that you are using as we store a majority of your settings in your ExakTime Connect account.

  • When first opening AccountLinx, you may see the option to "Select Exporter." Click Select Exporter.

    Select_Exporter_-_00.png

  • The "Exporter Settings" window will open. To the far right will be the button for "Select Exporter...". Click Select Exporter.

    Select_Exporter_-_01.png

  • You will see a list of compatible accounting/job-costing applications. Scroll through the list until you find yours and click OK at the bottom. Depending on the application you select, there may be an additional setup wizard.

    Select_Exporter_-_02.png

  • After selecting your exporter, click OK at the bottom of Exporter Settings.

    Select_Exporter_-_03.png

  • When you return to the main screen of AccountLinx, you should have the options for mapping entities and the Export button. You are ready to start using AccountLinx.

    Select_Exporter_-_04.png

For more information regarding the use of AccountLinx, you can refer to the following article: Exporting Time For Your Accounting Package

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