Connect Your ERP
Connecting your ERP (QuickBooks, Xero, Netsuite) will import your Chart of Accounts and Customers/Vendors. This is an essential step to make the most use of the Integral platform.
Connecting your ERP (QuickBooks, Xero, Netsuite) will import your Chart of Accounts and Customers/Vendors. This is an essential step to make the most use of the Integral platform.
Categorizing transactions for your month-end is a key Integral workflow. And you will need categories to categorize with!
These categories come from your Chart of Accounts found in your ERP (QuickBooks, Xero, and Netsuite). Integral also imports your Customers & Vendors, so you can link them to known addresses.
To import your Chart of Accounts, connect your ERP to Integral by following the steps in our Getting Started module. You can also connect to your ERP from the Integrations page. This step requires you to sign in to QuickBooks and Xero.
Connecting to QuickBooks from the Integrations page. A similar flow exists for Xero.
Will anything sync to my Quickbooks or Xero account upon completing the connection?
Nothing will ever sync to your ERP without your explicit direction. Syncing transactions to QuickBooks/Xero/Netsuite is an intentional activity done only by you in the Bookkeeping page once everything has been categorized and verified (see here for details).
Will anything sync to my QuickBooks/Xero/Netsuite?
Don't use an ERP? Ask Integral to upload one of our default Chart of Accounts, or to import a custom one you already use.