Even though your WebLink Connect system is capable of directly integrating with four different Accounting Packages (QuickBooks, QuickBooks Online, Intacct, and Microsoft Dynamics GP), you are able to utilize all of WebLink's Revenue Module and capabilities without also integrating with an Accounting Package.
If you elect to use WebLink Connect this way, you will follow the same configuration path as an association who is using the integration, but you will skip the steps related to identifying and configuring your Accounting Package. Note that you will need to manually update your Accounting Package with the activity recorded in your WebLink Connect system.
The list below outlines the steps you should take to configure WebLink Revenue module without integrating an Accounting Package:
- Overview of WebLink Revenue Structure
- Create or Import Account Codes
- Create Revenue Items
- Creating Payment Types
- Create Related Revenue Items
- Setup or Create Adjustment Types
- Configure Online Payment Receipt