Accounting and banking integration

General Information

• Data Connections: High-Level Overview 🚀
• Understanding Data Connections and Syncing Data

Banking Data

• Plaid Integration Support Guide for Auditors ✨
• 🔗 Mapping Bank Accounts to Chart of Accounts
• Uploading PDF bank statements

Accounting system integration

• QuickBooks Online ✨
• QuickBooks Desktop✨
• Microsoft Dynamics 365 Business Central Integration ✨
• Sage Intacct integration ✨
• Sage Business Cloud Accounting Integration ✨
• Xero Integration ✨

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