General Setup for SyncLinx

SyncLinx is used with ExakTime Connect to help eliminate data entry of entities.

If you are unsure if your accounting/payroll application is compatible, you can refer to the following article. It will list compatible applications with AccountLinx and if they are SyncLinx compatible.

When first opening SyncLinx , you may have to do some setup to get them connected with your accounting/payroll application. While we cannot cover every aspect of setting up SyncLinx/AccountLinx for all accounting/payroll applications, you can refer to the following section that contains guides for some of the most common applications such as QuickBooks and Sage 100 Masterbuilder.

Table of Contents

• Selecting Data Source
• Setting Up Data Source Connection
• Basic Use of SyncLinx

Selecting Data Source

If SyncLinx has not been set up with a data source to pull entities (employees, locations, and/or cost codes) from, then you will need to set up the data source. Depending on the data source, you may need some additional information/applications such as:

• Applications like QuickBooks need to be open when using SyncLinx.
• Applications like Foundation will require server information and Foundation credentials.
• Applications like Sage 100 will require the server information, Sage 100 credentials, and permission to access the database. 

1. Go to Tools and click Select Data Source....

   

2. Select your accounting/payroll application from the list and click OK.

   

3. Depending on the data source, some additional steps may occur:
   1. Additional prompts may appear in QuickBooks to confirm the connection.
   2. A connection error prompt may appear as it is unable to connect to your accounting/payroll application. Clicking OK will take you to the "Settings" window to set up your connection.

Setting Up Data Source Connection

1. Go to Tools and click <Applicant Name> Settings... if not already there.

   

2. In the Settings window, clicking the "Connection" or "Connection Setup" buttons allows you to set up the connection with your accounting/payroll application. As this can differ between different systems, you can refer to the following section that contains guides for some of the most common applications such as ComputerEase and Sage 100 Masterbuilder.

   
   

Setting Up Data Source Connection

1. Go to Tools and click <Applicant Name> Settings... if not already there.

   

2. In the Settings window, there will be settings that can adjust how data is imported into ExakTime. The settings here can differ depending on the selected data source. 

   

Basic Use of SyncLinx

After selecting your data source and configuring your data source settings, you will select the entities to import. You can refer to the following article on how to use SyncLinx. 

Some data source settings require you to import cost codes before importing locations to take advantage of limiting what cost codes are available for your locations.