Accounting Software Integrations
Accounting packages such as Xero, QuickBooks and Sage hold the financial truth of your business. Connecting them to your website or order system removes the tedious job of re-keying sales, invoices and customers by hand.
This article describes what an accounting integration handles and the difference it makes to your finance team.
What Flows Across
We match the right records so your books stay accurate without manual entry.
- Orders create draft or finalised invoices automatically.
- New customers are added with the correct details.
- Payments are reconciled against the right invoice.
- Credit notes and refunds are reflected both ways.
The Benefits for Finance
Accurate, timely figures make month-end far less painful and reduce costly mistakes.
- Fewer data-entry errors in your accounts.
- Faster invoicing and quicker payment.
- Cleaner VAT and tax reporting.
- A real-time view of cash coming in.
Frequently Asked Questions
Will the integration change records already in our accounts?
It only creates and updates the records we agree, and we test thoroughly in a sandbox before touching your live books.
Can it cope with refunds and part payments?
Yes. We map credit notes, partial payments and adjustments so your accounts stay accurate in every case.
If you need a hand with any of this, your Progressive Robot delivery team is ready to help. Raise a ticket from the Support area of your client portal or speak to your account manager and we will guide you through the next steps.