Accounting Integration

Select this option if you will not be integrating your accounting software with ESC.

Use the following options to configure your ESC Accounting integration.

Pay Week Start

Enter the day your pay week starts in this field. This field is used when processing payroll in ESC Accounting. It will also be used to set the beginning of the pay week when using the Post Time to Payroll option in ESC Accounting, QuickBooks and Peachtree.

Enable Work-in-progress Accounting

Check this box to enable work-in-progress accounting. Be sure to see the Work In Progress Accounting topic for full details on what this does and how it works.

Setup Cash Flow Accounts

Click here to go to the Cash Flow Setup screen. This screen will enable you to setup the accounts necessary to run the Cash Flow Report.

Create Fiscal Year

Set the beginning of your fiscal year in this field and click the button. This will create periods for the current year as well as the previous 5 years so that you can run comparative financial statements if you want to.

Use the following options to configure your QuickBooks integration.

Connect through the ESC Accounting Server

Select this option if this computer will be connecting to the QuickBooks database through the ESC Accounting Server. Use the following field to enter in the name or IP address where the Accounting Server is installed. This is the preferred method of connecting to QuickBooks for multi-user installations.

Leave this box unchecked if you will be connecting directly to QuickBooks on this machine. In this situation, use the following field to enter the path to the QuickBooks company file or click the browse button to find it.

Post point-of-sale invoices to QuickBooks on-the-fly

Select this option to instantly display the Post to QuickBooks screen whenever a point of sale invoice is saved. The screen will automatically be set to send over just the saved invoice. This allows you to process payments in QuickBooks instead of ESC. This is generally not necessary or recommended.

Use QuickBooks Canadian version

Click this box if you will be integrating with Canadian QuickBooks 2008 or previous Canadian versions.

Note: QuickBooks 2009 and subsequent versions use the US integration so this option should not be selected if you are using Canadian QuickBooks 2009 or later.

Don't post invoice notes to QuickBooks

Select this option to prevent history codes used on invoices from being posted to QuickBooks. This is generally unnecessary and should only be selected if you are printing invoices from QuickBooks instead of ESC.

Use the following options to configure your Peachtree integration.

Connect through the Accounting Server

Select this option if this computer will be connecting to Peachtree through the Accounting Server. Use the following field to enter in the name or IP address where the Accounting Server is installed. This is the preferred method of connecting to Peachtree for multi-user installations.

Leave this box unchecked if you will be connecting directly to Peachtree on this machine. Make sure Peachtree is open and logged into the correct company then click the Set to Current Peachtree Company to add it to the Peachtree Company to Use field.

Post point-of-sale invoices to Peachtree on-the-fly

Select this option to instantly display the Post to Peachtree screen whenever a point of sale invoice is saved. The screen will automatically be set to send over just the saved invoice. This allows you to process payments in Peachtree instead of ESC. This is generally not necessary or recommended.

Specify the phase/cost code you wish to use for posted service agreement material:

The Invoice tab of the Enter Service Agreement screen does not allow you to associate a job cost code or phase with a line item. Set the code or phase you want to use for these items here. This will only apply to agreements that are associated with a job.