Settings / Accounting / Integrations

Accounting Integrations

Connect QuickBooks Online or Xero, define source-of-truth rules, and control how customers, invoices, payments, and status updates sync.

Status

Provider

QuickBooks Online

No tenant connected yet.

disconnected not run

Sync

Disabled

Every 60 minutes

Last Sync

Never

No current sync errors.

Enabled Entities

customer invoice payment invoice status

Provider

Xero

No tenant connected yet.

disconnected not run

Sync

Disabled

Every 60 minutes

Last Sync

Never

No current sync errors.

Enabled Entities

customer invoice payment invoice status

Connected Providers

0

Providers currently authorized and ready to sync.

Open Conflicts

0

Records waiting for manual review before data is overwritten.

Most Recent Sync

Never

Use the sync center to run a provider manually or inspect reconciliation.

Notifications