ERP Integrations

How to Synchronize to QuickBooks
Step 1  On the Portfolio page, head to the portfolio you want to synchronize QuickBooks to.  Step 2  From your portfolio screen, click on th...
Sun, 7 Aug, 2022 at 11:48 PM
How to Synchronize to Xero
Step 1  On the Portfolio page, head to the portfolio you want to synchronize Xero into.  Step 2  From your portfolio screen, click on the &q...
Sun, 7 Aug, 2022 at 11:50 PM
How To Import Your QuickBooks Chart of Accounts
This article assumes you've already connected to your QuickBooks account, if not please refer to the QuickBooks connection guide here. Step 1 H...
Mon, 27 Jun, 2022 at 12:33 AM
How To Import Your Xero Chart of Accounts
This article assumes you've already connected to your Xero account, if not please refer to the Xero connection guide here. Step 1 Head to the A...
Mon, 27 Jun, 2022 at 12:33 AM