Accounting sync: choose the right workflow
Connect job records to your accounting package. Check the exact integration, supported data and direction of synchronisation.
Stop entering the same invoice twice
An accounting logo is a starting point, not the whole integration. Establish which records move, in which direction and when. Customer records, invoices, payment status, tax codes and credit notes can behave differently.
What to test before choosing
Run one sample customer, invoice and payment through your actual accounting package. Check duplicate customers, tax treatment and invoice numbering. Ask whether the integration needs a higher software tier or a separate subscription.
Software with documented accounting sync support
These suppliers describe support in their documentation. Check the plan scope below, then use the trial checklist to test the task you need.
Xero, Sage and QuickBooks Online sync is included from Lite.
Xero and QuickBooks integrations are listed in Professional.
Xero, QuickBooks Online and MYOB integrations are documented.
Invoices and contacts sync with Xero.
Xero and QuickBooks accounting add-ons are documented.
QuickBooks Online sync starts with Connect.
An official Xero integration is available.
Sources and date checked (1)
Supplier documentation. Product imagery belongs to the respective supplier.
- Accounting sync official documentationChecked 2026-10-09