The Integrate page allows you to connect your company with your accounting software.
Once connected, you can also check the integration status and troubleshoot any issues if the integration isn’t working.
How to access the Integrate page
Only users with the Company Settings permission can access the Integrate page. If you need access, ask the Billing account holder to give you the permission.
Access your company's homepage.
If you have the permission, the Integrate tab will appear as a submenu.
Integrate
A list of products you can connect to will show.
Click Connect beside the product to start the integration process.
Check the status of your integration
Once connected, you can check the status of your integration, and see if its running or not.
Example of an integration set up via the Desktop Sync App. The service is showing correctly in this instance.
If the integration isn’t running correctly, an error message will display. You can search our Help Center with the exact error in the search bar.