Formitize offers a two-way integration with Xero and Quickbooks.
Integrating your Accounting Software with Formitize will save you time and the double handling of your customers contact details as well as invoices.
If you complete an Invoice in Formitize, it will push straight to your Accounting Software, updating automatically approximately every 15 seconds. These seamless Integrations are a huge time saver for you and your business.
To Integrate your Accounting Software, click on the Settings Cog > Select the Integrate tab > Select Accounting Software > Select your Accounting Software from the dropdown menu.
Select the relevant Accounting Software from the list, and this will redirect you to your Accounting Software’s Login page. Enter your details, and then you can sit back and relax as all of your Contacts and Invoices seamlessly push between the two software applications.
Can’t see all of your information straight away? Don’t worry! This can take a few minutes to sync.
The next step to set up your account is creating your users and user groups, 5. Users.