Additional Integration Guides

Check out how you can integrate your third-party financial tools to streamline your financials.

5 articles in this collection
Written by Keith Gruver, Annika Walima, and Avery Miller

Connecting your Third-Party Tools

How do Accounting & Payroll Integrations work together?

In this guide, we will walk through how the data mapping works when connecting both Accounting and Payroll software.

Written by Keith Gruver
Updated over a week ago

Integrations: Setting up your Expense Forecast

Learn how to set up your expenses after integrating with your third party tools.

Written by Annika Walima
Updated over a week ago

How to view an itemized list of your expenses from Quickbooks/Xero.

Learn how to view an itemized list of your expenses from your Chart of Accounts pulled in from Quickbooks/Xero.

Written by Annika Walima
Updated over a week ago

Integrations: Forecast individual expenses based on item descriptions or vendors from chart of accounts

Learn how to forecast expenses based on vendor name or item description when connected to your external accounting platform

Written by Keith Gruver
Updated over a week ago

Integrations: How to tag Payroll Costs

Learn how to label all payroll costs, in an integrated accounts Expense section.

Written by Avery Miller
Updated over a week ago