About accounting integrations
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 - Click here to learn more about how Quickbook works with Wrapbook
QuickBooks Online (QBO)
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 and select All projects
In the left-side navigation, click Company settings
On the Company settings page, in the Accounting settings section, click the Manage button next to Integrations
On the Integrations page, click the Connect button next to the accounting integration that you want to use
Review the instructions provided and then click the Connect button. This will open the login page for the software that you’re connecting to. Enter your company’s account credentials, to login and complete the prompts to:
Confirm the connection
Configure your accounting charts
Map Wrapbook codes to your accounting integrations
Set up fringe mappings
Once you set up the integration, Wrapbook will automatically generate a bill record for any funded payroll transaction and send that data to your integration.
Select All projects, click Company settings, then click the Manage button next to Integrations
Click the Connect button next to the accounting integration that you want to use with Wrapbook
Review the instructions and then click the Connect button when you're ready