An integration is a connection between different software applications that allows them to share data and work together seamlessly. This enables automated data transfer and helps reduce manual work and potential errors.
The accounting software integrations that you can use with Wrapbook are:
QuickBooks
OnlineQuickBooks
DesktopSage
Intacct
Acumatica
NetSuite
Point Zero
Set up integrations
Accounting integrations are permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Accounting settings - Full access
To set up an integration, your company must already have an active account for the software being connected, and you must be able to login to that account.
To set up an integration:
In the left-side navigation, click the dropdown menu
In the dropdown menu, click Company settings
On the Company settings page, in the Accounting settings section, click the Setup button next to Integrations
On the Integrations page, click the Setup button next to the accounting tool integration that you want to use
Follow the instructions on the Integrations page to login to your company’s account for the software that you’re connecting