Using your Accounting Integration

Now you're connected, you can retrieve a contact from Quickbooks or Xero.

When creating a document choose 'Import the Contact'. In this example below, the account is connected to Quickbooks so it's searching the contacts in Xero with the name 'Elaine' :

When adding costs to your quote, you can lookup products from Quickbooks or Xero.

Go to your cost block. Double click to edit and then go to 'Lookup a Product'. The example below is from an account connect to Quickbooks;

NB. 'Lookup Product' searches for products used in previous quotes as well as Quickbooks.

To make sure that when a Quote is accepted, an Invoice is created in Xero or Quickbooks, you need to add Integrate to your Workflow.

NB. Do this step before you send the quote/proposal document.

Go to the main menu on the left hand side of your screen and then select Admin>Document Manager

Then select the appropriate Document Type. For Example 'Proposal'

Go to your Sent Status and find the Accept/ed Workflow. Click 'Add Task'

You will then be presented with drop down menu to select your Task Type. From this select Integrations. Your task will be automatically given the name Integrations but you can name this something more meaningful if you prefer. Now click 'Create Task'

The task will now appear at the end of your workflow.

NB.To complete the process, you will need to move it so it comes before 'Move to Accepted'

Click on the Integrations task to open it and select the direction it needs to be moved;

Your completed Accept Workflow will now look like this;

Any future Quotes that are Accepted will automatically generate an Invoice in Xero ready for you to check and send when convenient.