When connecting your Accounting system to OneSaas, there are a few things you can do to help ensure a successful integration. Learn more on this below.
Please ensure all sales taxes used in the system you're receiving invoices from, are already setup in your Accounting system. Even if you don't use tax, please create a 0% tax for our system to use.
We recommend consulting with a tax professional or an accountant on what may be your best options, plus any applicable laws to your state, country or business.
Ensure your customer data matches the customer data in other connected systems, to help us match your customers instead of creating duplicates. We match customers by Name and Email.
If certain records are missing names or emails, this should be populated before integration.
Ensure that your product codes / SKUs match for corresponding products between connected systems, again to help us match your items instead of creating duplicates. A few things to keep in mind when doing this are noted below:
- MYOB and Xero call it Item Code
- In QuickBooks Online, you can use either the Name or the SKU field.
- If you're leaving it up to OneSaas to create items in your accounting system for you, please keep your product codes under 30 characters. Any longer, and they'll be rejected by your accounting system.
If you're planning on integrating your stock levels from your accounting system using OneSaas, please ensure you have stock levels setup in your accounting system before integrating. You can read more on how our stock integration process works here.
Ensure you know how to reconcile your payments in your accounting system using clearing accounts. We have a helpful blog post to help with this here. You can also learn more about how payments are mapped in OneSaas here.