Product update
Self-serve accounting integrations
Turn on QuickBooks Online, QuickBooks Desktop export, or Xero from the integrations catalog—one accounting system at a time.
Bookkeeping setup should not block on internal flags. Finance leads can search the catalog, read what each accounting card does, and connect QuickBooks or Xero when the facility is ready.
Why we built it
Admins should not be the bottleneck for turning on sync. Self-serve accounting integrations make expectations clear—one active accounting system at a time—and let teams connect from Settings with confidence about invoices and payments flowing to the books they already use.
Who it is for
- Finance leads and external accountants
- Facility owners onboarding a new location
- Teams migrating from manual exports to live sync
What you can do
- Search Settings → Integrations for QuickBooks Online, QuickBooks Desktop export, or Xero.
- Read each card before enabling—scope and limitations are spelled out on the card.
- Enable one accounting integration at a time and complete connection in the same flow.
- Hand off to your accountant with sync history once connected.
Get started
Questions about this update?
Book time with our team or browse the rest of the changelog.