Accounting sync: a tour
The written steps below already work. Come back to watch it.
A tour of Accounting sync in Arkon One: Send customers, invoices and payments to QuickBooks Online or Xero. and the controls you will use most.
The steps, written out
- Open Accounting sync from the Billing and Finance section of the left menu.
- Review the Connect your accounting system section.
Tip
Accounting sync sends your customers, invoices and payments to QuickBooks Online or Xero, so your accountant has the books there. Arkon One stays the place where the work is done; nothing is sent back. Each company connects its own account, one accounting system per company. Test first with a QuickBooks sandbox company or Xero's Demo Company if you like: the screen shows Test data (sandbox) or Live data so you know which one you are on. Only Administrators can connect or disconnect; Office managers and Accounts staff can use the rest of the screen. Open Accounting sync → Settings & mapping (Administrators). Press Load my accounts and items first so the lists fill from your accounting system.