EverLogic and QuickBooks Implementation Tentative Agenda

Everlogic provides a comprehensive training for dealerships to fully understand and take advantage of all the benefits of the EverLogic and QuickBooks integration.

DAY 1 

1. Accounting Setup Complete 

1. 1. Expectations -  

2. Train Session 1- How does mapping work 

1. 1. Review EL Map Codes  
   2. Review Updated Items and Services QB 
   3. Review Updated COA 
   4. Few questions about where you want certain items to be mapped to

 3. System Rules - 

1. 1.  Review Settings   

  4. Daily Tasks in EverLogic 

1. 1. Posting Stock  
   2. Posting Deals  
   3. Posting PO's  
   4. Posting Bills / Credits  

(Typical End point Day 1 Training)  

 

DAY 2 

Review  

1. Daily Tasks in EverLogic 

1. 1. Posting Stock  
   2. Posting Deals  
   3. Posting PO's  
   4. Posting Bills / Credits  

New Topics 

1. Daily Tasks in EverLogic  

1. 1. Posting EOD  
      1. Warranties, on accounts, deposits 
      2. Payments – RO’s and Invoices 
      3. Grouped Payments  
      4. End date of EOD 
      5. Locations / Drawers  
      6. issues/can’t process - keep creating EOD  

(Typical End point Day 2 Training)  

 

DAY 3

Review  

1. Daily Tasks in EverLogic 

1. 1. Posting Stock  
   2. Posting Deals  
   3. Posting PO's  
   4. Posting Bills / Credits  
   5. Posting EOD  
      1. Warranties, on accounts, deposits 
      2. Payments – RO’s and Invoices 
      3. Grouped Payments  
      4. End date of EOD 
      5. Locations / Drawers  
      6. IF issues can’t process keep creating EOD  

New Topics 

1. Daily Tasks in QB 

1. 1. Receiving Payments  
   2. Mark as Posted 
   3. Bank Deposits  
   4. Recommended Soft Close  

2. Troubleshooting