📚Feature Guides

accounting

{ "accounting_integrations": { "title": "Accounting Integrations", "description": "Connect your accounting software to automate invoicing, payments, and financial reporting", "help_articles": [ "accounting-integration-guide" ], "sections": { "overview": { "title": "About Accounting Integrations", "content": "Eliminate manual data entry by automatically syncing invoices, payments, and expenses with your accounting system. Keep your financial records accurate and up-to-date." }, "providers": { "title": "Supported Accounting Systems", "items": { "quickbooks": { "title": "QuickBooks Online", "description": "Most popular accounting software for small businesses", "authentication": "OAuth 2.0", "setup_time": "30 minutes", "features": ["Invoice generation", "Payment tracking", "Expense management", "Financial reports"] }, "xero": { "title": "Xero", "description": "Cloud-based accounting with powerful features", "authentication": "OAuth 2.0", "setup_time": "25 minutes", "features": ["Bank feeds", "Multi-currency", "Payroll integration", "Advanced reporting"] }, "freshbooks": { "title": "FreshBooks", "description": "Simple accounting for freelancers and service businesses", "authentication": "API Key", "setup_time": "15 minutes", "features": ["Time tracking", "Project accounting", "Client portal", "Mobile app"] }, "sage": { "title": "Sage Business Cloud", "description": "Enterprise-grade accounting solution", "authentication": "OAuth 2.0", "setup_time": "30 minutes", "features": ["Multi-entity", "Advanced inventory", "Custom workflows", "Compliance reporting"] }, "wave": { "title": "Wave Accounting", "description": "Free accounting software with essential features", "authentication": "API Key", "setup_time": "10 minutes", "features": ["Free invoicing", "Bank connections", "Basic reports", "Receipt scanning"] } } }, "data_sync": { "title": "Synchronized Data", "categories": { "sales": { "title": "Sales and Invoicing", "items": ["Customer invoices", "Credit memos", "Sales receipts", "Payment applications"] }, "purchases": { "title": "Expenses and Bills", "items": ["Vendor bills", "Expense receipts", "Credit card transactions", "Reimbursements"] }, "financial": { "title": "Financial Data", "items": ["Chart of accounts", "Journal entries", "Tax calculations", "Financial statements"] } } }, "configuration": { "title": "Setup Configuration", "settings": { "account_mapping": { "title": "Account Mapping", "description": "Map your service types to correct income accounts" }, "tax_codes": { "title": "Tax Codes", "description": "Configure tax rules based on location and service type" }, "payment_terms": { "title": "Payment Terms", "description": "Default payment terms for new invoices" }, "sync_direction": { "title": "Sync Direction", "options": ["Two-way sync", "Export only", "Import only"] } } }, "quick_actions": { "title": "Quick Actions", "actions": [ { "action": "Test Connection", "description": "Verify accounting system access" }, { "action": "Preview Mapping", "description": "Review how invoices will be mapped" }, { "action": "Sync Test Invoice", "description": "Send a sample invoice to verify setup" } ] }, "best_practices": { "title": "Best Practices", "tips": [ "Map service types to specific income accounts", "Use consistent naming for customers and vendors", "Reconcile accounts monthly", "Set up tax codes for automatic tax calculation" ] } } } }