Accounting Integrations
Connect accounting and finance apps.
Accounting integrations connect Agiled finance data with external accounting or finance systems.
Supported Providers
- QuickBooks
- FreshBooks
- Xero
- Zoho Books
- SmartVault
- ShootProof
Check the provider card in Settings > Apps before promising a workflow to the team. Some finance apps support OAuth sync, while others are better used for import, export, file storage, or provider-specific handoff.
Common Finance Objects
Depending on the provider, Agiled can import or sync:
- Customers or contacts
- Products, services, or items
- Invoices
- Payments
- Provider-specific files or vault records
Decide which system owns each object before syncing. If accounting owns final invoice numbers and payment reconciliation, keep Agiled changes aligned with that process. If Agiled owns customer-facing invoices, confirm how updates reach the accounting system.
Write this ownership down for users who create invoices or record payments. Most sync problems start when different teammates edit the same object in different systems without a shared rule.
Connection Modes
QuickBooks and Xero are OAuth integrations with sync, run history, and webhook support. Other finance providers may be import-only or require provider-specific configuration from Settings > Apps.
Start with a small import or sync and compare customers, products, invoices, tax labels, and payments in both systems. Do not run a large historical sync until you understand duplicates, tax mapping, and payment reconciliation behavior.
Before Connecting
Prepare the accounting side first:
- Confirm who owns customer records, product/service items, invoice numbers, tax rates, and payment reconciliation.
- Clean up duplicate customers and inactive products in the accounting app.
- Review Agiled finance settings for numbering, taxes, payment gateways, and default templates.
- Decide whether historical invoices should be imported, exported, or left in the accounting system only.
- Use a provider admin account that is allowed to approve the requested scopes.
If the provider already has final books, avoid bulk changes from Agiled until an accountant or finance owner reviews the sync direction.
Test The First Sync
Run the smallest useful test:
- Connect the provider from Settings > Apps.
- Sync or import one customer and one product/service when supported.
- Create or sync one low-risk invoice.
- Confirm tax labels, line items, customer names, totals, payment status, and invoice numbers in both systems.
- Record which system should be edited when a correction is needed.
Only expand the sync after the first records reconcile cleanly.
After the test sync, edit one safe field in the system of record and confirm the change appears as expected. This proves update behavior, not only initial import.
Troubleshoot Accounting Sync
If records do not match:
- Check whether the provider connection is still active.
- Review the latest sync/import run before changing settings.
- Compare external IDs, customer names, and invoice numbers.
- Confirm tax rates exist in both systems with compatible names and rates.
- Fix duplicate products or customers before syncing more invoices.
- Reauthorize the integration if the provider reports missing scopes or expired access.
Pause large syncs while investigating duplicates or tax mismatches. Continuing to sync before cleanup can multiply the number of records finance needs to review.