Optimum Control can export information to many popular accounting software packages, and has a wizard to custom export to those not listed.
To link your accounting systems, there are a few things that must be done to make sure the interface works.
Supplier/Vendor Information – Some programs will require the name of the supplier to be the EXACT same as the accounting system. If the accounting software requires vendor ID information, then you can enter that in the supplier window.
In Optimum Control's Chart of Accounts window, you will need to make sure the Accounting Reference (account number) from the accounting software) is entered to make sure the link is complete.
To Set Up Accounting Preferences
- Click "Settings".
- Choose "Preferences"
- Selecting "Accounting"
| Field | Details |
| Accounting System | Select your accounting system – if you do not find your system you may want to customize one for your system. |
| Default Folder | Choose the default folder where you want to create the file exports for your accounting system. |
| Accounts Payable Account | Programs like QuickBooks will automatically put items to Accounts Payable, but some other systems will require a specific account. To add an account, open the Chart of Accounts window and add a Liability Accounts Payable account. |
Once vendor and accounts are linked, you should now be ready to export files to accounting.
To Export to Accounting:
- Click "Export to Accounting" (main menu toolbar).
- When the window opens, you will be presented with a listing of non-exported invoices.
- Check the invoices you wish to export or click the "Select All" button.
- Click "Export".
The invoices will be exported to the file location in the format you specified in your preferences.
To show exported invoices, choose "Exported Invoices" or "All Invoices" from the drop-down list. You can re-export a file by clicking on the invoice and selecting "Export".