How do I set up integration to my accounting system?
Go to System Preferences
Integrations section > Accounting system.
Select the desired accounting system you want to integrate.
Fill in chart of accounts
Accounting > Chart of Accounts.
Fill in the correct account numbers that match your chart of accounts in the accounting system.
How do I export posting entries?
Go to Posting Entries
Select the period from which you want to export posting entries.
Exporting data
Use the export function to download a CSV file with the selected posting entries.
Important:
It is not possible to export posting entries backwards until the integration is set up correctly.
Exporting only works going forward from the time of setup.
How do I import the entries into my accounting system?
Use the exported CSV file to import the posting entries into a general journal in your chosen accounting system.
Follow any specific requirements for CSV import in your accounting system for proper upload.