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"Accounting software integration" Page Guide

The "Accounting Software Integration" page in WellyBox allows you to connect your accounting software so that you can automatically sync receipts and invoices from your WellyBox account.

How to Send Receipts to Xero

How to Send Receipts to QuickBooks

How to Send Receipts to FreshBooks

Connecting to Accounting Software

Click on 'Connect accounting software' to see a list of available accounting platforms.
Select from popular options like QuickBooks, Freshbooks, Xero, and others provided in the list.
Follow the on-screen instructions to authorize the integration with your chosen accounting software.

Viewing and Managing Integrations

After connecting, the software will be listed, showing you the current status and sync options.
You can manage each integration, such as editing settings or disconnecting, as needed.

Benefits of Integration

Streamline the process of bookkeeping by having all receipts and invoices in one place.
Ensure accuracy and save time by reducing manual data entry.
Keep your financial records up-to-date automatically with regular syncs.

This integration page is a central point for managing how WellyBox communicates with your accounting system, making financial management more efficient.

Updated on: 19/02/2024

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