Connect your accounting software
Link your accounting software so Doctraction can use your accounts, tax rates and contacts, and send approved documents to it.
Connect
Open Integrations, choose your accounting system and select Connect. You sign in on your accounting provider’s own page and choose the organisation or company to link.
What each system can do
Xero and AvrioBooks: your master data is synced and approved documents can be published to them, with the original attached. QuickBooks Online: connects and syncs your master data today, with publishing in development. FreeAgent, Sage and Wave are coming soon.
One at a time
A business can have one accounting integration connected at a time. To switch, disconnect the current one first.
What gets synced
Your chart of accounts, tax rates, contacts or customers and vendors, bank accounts and products and services are brought into Doctraction so documents can be coded correctly. Use Sync everything to refresh them.
Currency check
A business’s base currency can’t be changed once it is set up. If it differs from the currency of the connected organisation, a banner warns you, because exports and converted amounts may be wrong. Connect the right organisation or company to clear it.
Reconnect or disconnect
If the connection expires or is revoked you’ll see Reconnect needed; reconnecting resumes syncing (and publishing, where it is supported) and leaves your data untouched. Disconnecting stops exports until you reconnect, and data already in Doctraction stays.
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