What syncs to your accounts, and what does not.

Section 01How to do it

1. 01

   Connect the account once

   Authorise it from Integrations. Xero, QuickBooks, Sage or FreshBooks for accounting, HubSpot for CRM, Stripe for card payments.

2. 02

   Paid status reaches your ledger

   When a client pays, the invoice is marked off in your ledger. Nobody reconciles it by hand and nobody forgets.

3. 03

   Payment details follow it

   The Stripe payment that settled an invoice sits alongside it. That is what finance needs to match one payout against several invoices.

4. 04

   Client records reach your CRM

   Your CRM and the app agree on who the client is. So the right company owns the right sites, and no duplicate appears at handover.

5. 05

   Check it once, then stop thinking about it

   Raise a real invoice, pay it, and watch it land. Checking once beats assuming forever.

Section 02What the app actually does here

• Invoices and payment records are sent to Xero, QuickBooks, Sage or FreshBooks
• Companies, contacts, deals and deal line items are sent to HubSpot
• Every write goes one way: we send to your ledger and never read your transactions back
• We do look up a contact, a tax rate or a ledger account, because an invoice needs something to post against
• Sending an invoice creates its customer or contact in your ledger if it is not there yet
• Your client’s PO number goes with the invoice: to Xero as its reference, to FreshBooks as its PO number, and to QuickBooks when you have a custom sales field named PO or Purchase order. Sage does not get it
• Purchase orders to your suppliers stay in the app. They are not sent to your accounts package
• A failed send is retried by itself, up to ten times, waiting longer between each try
• A single invoice can be sent straight away rather than waiting its turn
• Each connection shows its recent sync activity and how many jobs failed. Fix the cause, and those jobs can be sent again
• Xero is connected once, then pointed at the organisation, bank account and sales account to post to
• Only the account owner can connect an account

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related