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All articles // Workflows

Accounting Integrations

Matthew
MatthewFounder / Ex-Installer

Xero webhook processing, two-way QuickBooks and Xero sync, link and unlink customers, and bank-account linking.

This release connected the job side of the business to the books properly for the first time.

  • Two-way QuickBooks and Xero sync.
  • Xero webhook processing for real-time updates.
  • Link and unlink customers between systems.
  • Bank-account linking.

Your invoices and the matching CRM records now flow to your accounting package without the export-import dance.

On every plan. See how the platform fits together on the overview, or book a demo.

// Topics
  • quickbooks xero integration
  • accounting integration av
  • bank account linking
  • av accounting software
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