Finance Manager offers easy integration for Accounts Receivable with the following providers:
By integrating, you can streamline your business's accounting practices and avoid rekeying of data by connecting it to our Accounts Receivable (AR) module on the Exchange.
At the click of a button, invoices or credit notes you've raised in AR can be sent straight across to your accounting system.
Additionally, any customers set up in AR can automatically be carried across.
How to connect your accounting software to AR
Step 1) Navigate to the 'Settings' area in AR.
Step 2) Click on the 'Integrations' tab.
Step 3) Choose the accounting software you'd like to connect with and click 'Login'.
Step 4) Log in with your credentials and grant access to the app for data sharing.
Step 5) You'll see a confirmation message prompting you to map the items in the lists provided.
Step 6) Click on 'Login' to continue. If you need to edit any of the items you've mapped, you can do so in the 'Settings' area of your AR integration.
Step 7) Click on the 'Customers' tab to start connecting your customers with your chosen accounting software. If their name doesn't appear when you search for them, that means you need to create that customer in your accounting software for the integration to work.
Step 8) You can start sending invoices and credit notes across to your accounting software.
You'll know the integration was successful by seeing the logo of your accounting software in the 'Settings' area of AR.
If you require any further assistance with the integration, please raise a ticket here.