Ascora integrates with the Xero, Quickbooks, MYOB Live and MYOB Essentials and you can integrate your accounting package in Administration → Accounts Integration.
Important key points around Accounts Integration:
Integration & Syncing issues
When you connect your accounting package for the first time, it asks you to log in as well as click "Allow Permission" which essentially allows Ascora connect and sync with your accounting package.
When you experience connection issue or data not syncing, you can go to Administration → Accounts Integration → and disconnect Disconnect and then reconnect Reconnect.
Adding
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Customers
Your Customers in your accounting package Ascora will only sync with Ascora your accounting package once they become paying customers. This means that unless an invoice is already created in Ascora, you cannot see your customer in your accounting package customers in Ascora unless you choose to import all of your customers when you connect your Accounting Package to Ascora .
Note: When you connect your accounting package for the first time, you will be given an option to import your customer or do it at a later time.
Syncing of Invoices
You can't do invoices in Ascora and your accounting package concurrently so it must be done one way. For example, you need to can set a specific start date as to when to use Ascora for invoicing.
You can go go Administration → System Settings → Auto Numbering → Invoice which allows you to change the initial number for better reference so you can identify which invoice is done in Ascora moving forward.
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This will be void the invoice in your accounting package and if you make edits to in your invoice in Ascora, it syncs with your accounting package.
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Supply invoices
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It only syncs with your accounting package only if already accepted in Ascora.
Purchase Orders won't sync in your accounting package as there is no expense involved yet.
Setting up Income Codes.
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