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Accounting Integration Setup: All Steps

A complete index of every step required to connect Blackpurl to QuickBooks Online or Xero, with links to the full explanation for each.
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Connecting Blackpurl to your accounting package (QuickBooks Online or Xero) requires completing 7 or 8 steps in sequence — the exact number depends on your country of origin. Each step below links to a dedicated article with a full explanation and examples of what that step does in Blackpurl.
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Integration Steps

Work through the steps in order. Step 3 applies to Australian and New Zealand dealers only. All other steps apply to all regions.

Step

Topic

Article

Step 1

Getting Connected — Accounting Provider

Understanding Accounting Integration - Getting Connected (no longer available)

Step 2

Chart of Accounts

Step 3

Tax Code Mapping (Australian and NZ dealers only)

Step 4 — Overview

Control Accounts

Step 4A

Control Accounts — Customer Deposits

Step 4B

Control Accounts — WIP Labor Inventory / WIP Labor Expense

Step 4C

Control Accounts — A/P Inventory Accrual

Step 4D

Control Accounts — Inventory Adjustments

Step 4E

Control Accounts — Cash Rounding

Step 4F

Control Accounts — Store Credit Accrual

Step 4G

Control Accounts — Store Credit Expense

Step 4H

Control Accounts — Claim Deductible Clearing

Step 4I

Control Accounts — Stamp Duty Clearing

Step 4J

Control Accounts — Stocked Trade Clearing

Step 4K

Control Accounts — Deal Option Clearing

Step 4L

Control Accounts — Lien Payout Clearing

Step 4M

Control Accounts — Consignment Clearing

Step 4N

Control Accounts — Cash Sale Customer / Internal Service Customer

Understanding Accounting Integration- Control Accounts - Cash Sale Customer/Internal Service Customer (no longer available)

Step 5

Undeposited Funds

Step 6

Default Accounts

Step 7

Categories

Step 8

Transaction Type

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