Accounting apps

Connect your accounting software and you won't type invoices in twice: bring your customers and invoices into Agiled, and send the invoices, payments, and expenses you create in Agiled to QuickBooks Online or Xero. Your accountant sees everything in the books.

Before you startCopy Anchor Link

• You need to be the workspace owner, or have Manage QuickBooks or Manage Xero in Roles & Permissions. Sending records to your books also needs Team Finance Manage.
• Have your accountant on hand for the account and tax choices if you're unsure.

Connect QuickBooks or XeroCopy Anchor Link

1. Open Settings › Apps and choose QuickBooks or Xero.
2. Select Connect and approve access in QuickBooks or Xero.
3. Back in Agiled, check the company name. In Xero, choose the right organisation and save.
4. On the app's page, review the currency and import settings.

You're done when the app shows your company as connected.

Bring in your accounting recordsCopy Anchor Link

Choose what to import (customers, items, sales invoices, and payments), limit invoices and payments by date if you like, then run the import and check Recent runs. Start with a small date range and compare a few invoices in both systems.

Later imports update the same records, so make corrections in QuickBooks or Xero.

Send an invoice to your booksCopy Anchor Link

First, on the app's page, choose the sales item (QuickBooks) or revenue account (Xero), match your taxes to theirs, and choose whether to keep the invoice's own currency or convert it to your company's base currency.

1. Open an issued, unpaid invoice in Agiled.
2. In its export section, choose QuickBooks or Xero.
3. Pick the matching customer, or choose to create one.
4. Check the preview: customer, number, taxes, currency, and totals.
5. Confirm the export.

You're done when the invoice shows as exported and you can open the copy in your books. Exporting never emails your client.

Payments, credit notes, and approved expenses have an Export to accounting option too. A payment can only be exported once its invoice has been.

Good to knowCopy Anchor Link

• Automatic sync is optional. Turn on automatic imports or automatic invoice exports on the app's page. Agiled checks every 15 minutes, and only invoices created after you turn it on are exported. Anything it can't match appears in Recent runs for you to finish by hand.
• Xero foreign-currency invoices need the exchange rate for the invoice date, which you enter in the preview. QuickBooks looks it up for you.
• In Xero you choose Draft or Authorised. In QuickBooks, an exported invoice is always posted.
• Taxes or totals don't match? Check the tax and account choices on the app's page, then preview again.

Other finance appsCopy Anchor Link

FreshBooks, Zoho Books, SmartVault, and ShootProof are also in Settings › Apps. Connect one the same way, then select Import now to bring in records such as clients, invoices, and payments. See Connect an app.

RelatedCopy Anchor Link

• Finance settings
• Connect an app