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Home   »   Setup Guides   »   Accounting

Accounting

Get a detailed picture of where your business stands with all your business data, all in one place – accessible from anywhere. Pull in your customer and financial data, plus generate quotes and invoices and transfer them directly to your accounting system – removing the need for double data entry. Centralise, manage and stay in control of your data with the CRM.

the CRM has a two-way connection to help streamline and automate your sales process. Our accounting integrations lets you:

  • Import existing customers into CRM (including all previous sales data).
  • Import your product file to quote and sell based on your existing accounting data.
  • Export new customers and sales to accounts to remove duplicate data entry and save time.

Please select your accounting system below for more information.

MYOB

MYOB EXO

Please contact our support team on 02 9299 9959 or [email protected] for more information about getting connected.

Xero

Product settings & accounting

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