Accounting integrations

Connect QuickBooks Online or Xero, map accounts and resolve sync problems.

5 articles

• Accounting integration with QuickBooks Online and Xero →The accounting integration sends your ServiceVisit invoices, payments, refunds, customer credits and approved technician time to your accounting system, so your bookkeeper does not retype them. It…
• Choosing your accounts for QuickBooks Online and Xero →Mapping tells ServiceVisit which account in your accounting system each kind of money posts to, for example where customer payments land or where a refund is recorded. The setup page lists only…
• Connecting QuickBooks Online or Xero →Connecting links your ServiceVisit account to one QuickBooks Online company or one Xero organisation. You authorize the link in your accounting system, and ServiceVisit brings you back to the…
• Fixing accounting sync problems and changed records →This guide covers three things that can happen after you connect QuickBooks Online or Xero: a sync fails, a time entry is in an uncertain state, or a record you already sent was changed in your…
• What exports to your accounting system and when →Once you are connected and your accounts are mapped, ServiceVisit sends records to QuickBooks Online or Xero. You can send eligible records from the Integrations page at any time. A periodic sweep…