How to Integrate Your Finance Manager With an Accounting Software

Looking to integrate your Finance Manager account with a HMRC-accredited software? We offer this option to all Exchange members as part of your subscription. Here’s how to do it.

First, go to your Settings > Integrations tab. There you should see three options to integrate your FM with – Sage (Business Cloud), Xero, and QuickBooks.

1. Select your organisation and click ‘Allow Access’

2. Next, simply follow the instructions as follows – the process is the same across all three-accounting software. Please note, you need to fill out all the details for Accounts Payable and Accounts Receivable.

3. Once done (you may be asked to verify this integration in your accounting software) you should see this – and a link to go back to the Exchange. Your tax details will automatically appear in the Integrations tab, on the AP and AR items.

You’re integrated! You can make edits to your tax items by clicking the edit button on the right-hand side.

4. Once your accounting software is integrated, you can export your invoices and credit notes with one click. Click the blue button (it'll say: 'send to your accounting software'] to send your tax records over.

Please note, due to an issue in QuickBooks, your invoice number will show up in the reference number field. We are liaising with QuickBooks to rectify this. For now, please manually transfer your required invoice number to the appropriate field.