Company File Setup is a feature to import the EverLogic Chart of Accounts and Item List from EverLogic to QuickBooks Desktop or QuickBooks Online. The importer will also create additional Vehicle types, create Map Codes for those new Vehicle types, and map them in one step.
To begin,
Desktop - make sure the new company file is open on the same computer that is running EverLogic. If you experience connectivity issues, make sure EverLogic is connected to the new company file. You can verify this by going to QuickBooks > Edit >Integrated Applications> Company Preferences. If EverLogic is listed, then the file is connected. If EverLogic is not listed, click on List Unposted EODs and following the instructions in QuickBooks to allow the connection.
Online- make sure you have connected to QuickBooks Online by clicking on List Unposted EODs and following the instructions to sign into QuickBooks through EverLogic for the first time.
Once EverLogic is connected to QuickBooks, then click on Company File Setup under Office operations > QuickBooks.
On the new window, choose a type of Dealership. This will determine the vehicle types that are most used by your business type. More can be added from the list on the left, and unneeded vehicle types can be removed from the right. Additional Vehicle types can be manually entered in the field for any other types of units. These additional types that are manually filled in will also be added to the Vehicle Types list in EverLogic, and corresponding Map Codes will be added and mapped.
For most accounting and financial data, EverLogic requires a QuickBooks Item, and a corresponding Account. The importer will create the needed Accounts and Items in QuickBooks, and will map the item to the appropriate account. All Accounts and Items to be added will be listed. In the column ListType, Accounts are listed as "ACCNT" and Items are listed as "INVITEM". The Name column is the name of the Account or Item, and the Account column is for accounts that items are mapped to.
Do you track each unit type separately in you Chart of Accounts?
Choosing No will direct the unit's financial data into the Primary account. This is recommended.
Choosing Yes will direct Unit type Items to unit-specific sub accounts under the same Primary account as above. This offers finer detail in tracking, but most dealers find that tracking via item is sufficient.
Do You have an existing Chart of Accounts?
Choosing No will disable mapping changes, and the dropdown will not be available to re-map items in the window.
Choose Yes if changes need to be made to item mapping. It can be done in the importer window by selecting the Account drop down associated with the item that needs to be changed. You can choose from our accounts or your existing accounts.
If you want to remove any accounts that will be imported, highlight the Account Row, click Delete on the keyboard, and then confirm. This is not recommended.
Once everything is verified, click Import at the bottom of the window.
The importer will take a few minutes to complete the setup. In the Error column, Errors and messages will display as the importer runs. Make a note of any errors or accounts or items that were not created.
Click the Close button at the bottom right when you are finished.
If you have been a customer since before 2019, please contact support for more help. Additional set up will be required for resetting the item list programmed in the map codes.
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Mapping from EverLogic to QuickBooks