3 Accounting integration updates

Paul Hewson
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Commusoft offers integrations to seven different accounting packages that allow field service businesses to easily manage their finances alongside their jobs. We've recently made three updates to improve our accounting integrations:

Keep reading for details on each of these updates. Check out our guide to see the different accounting integrations we offer and how these packages may assist your business.

Edits to customer and supplier details send to accounting package

With the addition of this function, when a customer or supplier field (such as name, phone, email etc.) is edited within Commusoft, it will automatically update the related field in your accounting package too. This helps to keep your data in sync, without having to manually update both systems.

This feature is available for all of our accounting integrations, with the exception of Sage 50cloud. Please also note that field mappings (which Commusoft data matches up with which accounting data) vary between accounting packages. If you need assistance with understanding or managing which data is sent, please contact support.

How to set up

By default this setting is turned off. To enable it, please go to your integration dashboard and select 'Change settings' from the 'Quick links' menu. You will see the pop up screen below - select 'On' for 'Edit customer/supplier' - and then save.

edit customer or supplier

Xero and QuickBooks Online payments

xero and quickbooks

For users of Xero and QuickBooks Online, you can now automatically send payment records from Commusoft to your accounting package and vice versa.

From Commusoft

A payment added into Commusoft will be sent to the invoice record in your accounting package.

From accounting package

If you manually add a payment to an invoice within your accounting software, the payment record will import to Commusoft and the invoice will show as paid. The invoice within your accounting package needs to have been created from Commusoft for this to work.

Reconciling payments

This feature is extremely useful when reconciling payments and can drastically reduce the time it takes you. When using the bank feed to reconcile payments from Xero or QuickBooks Online, the record will automatically import into Commusoft and mark the invoice as paid in both systems. This means you no longer need to manually add the payment to Commusoft - it's done for you, once the payment is reconciled.

How to set up

By default this setting is turned off. To enable it, please go to your integration dashboard and select 'Change settings' rom the 'Quick links' menu. You will see the pop up screen below - Xero and QuickBooks Online users will see the additional 'Import payment' option - select 'On' and then click save.

import ai payment

Remember, import payments is only currently available for Xero and QuickBooks Online users. That's all folks - we hope you find these updates useful! 👍


Interested in payment integrations?

See how our SumUp integration works:

 

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