We have full two-way integrations with Xero and Quickbooks, with other Accounting Software integrations on the way.

Integrating your Accounting Software with Formitize will save you from all the double handling of Contact details, Quoting and Invoicing.

If you complete an Invoice in Formitize, it will push straight to your Accounting Software, updating automatically every 15 seconds. These seamless Integrations are a huge time saver for you and your business.

To Integrate your Accounting Software, you can click on the Settings Cog once again, select the Integrate tab, and then click on Accounting Software. Click on the Dropdown box to select your accounting package.

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, Invoices, and Quotes 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.