Connecting your accounting system

Connect your accounting system so spend, payments, transfers, and deposits sync to your general ledger. Owner charges still go to your PMS.

Supported systems

• QuickBooks Online
• QuickBooks Desktop
• Sage Intacct
• NetSuite
• Xero

Connect

1. Click Accounting in the left navigation, or go to Settings > Integrations > Accounting.
2. Click Get Started.
3. Choose your accounting system and sign in to approve the connection.

You'll see "Successfully connected" when it's done. The first connection takes a little while to load your chart of accounts, vendors, and classes. Until then, some fields may show as unavailable.

Map your accounts

Tie each Accountable account and connected card to a general ledger account so transactions post to the right place.

1. Go to Accounts.
2. Open an account and choose its matching bank or liability account from your accounting system.

Choose your settings

Under Settings > Integrations > Accounting you can:

• Turn Classes, Departments, and Locations on or off to match how you track them.
• Choose a Subsidiary (NetSuite and Sage Intacct).
• Turn on Include Property Name in Memo.
• Turn on Automatically Mark Transactions Ready When All Required Fields Are Filled.
• Set up the Accounts Payable options for bills. See Syncing bills to accounting.

Set property defaults

On the Properties page, use Edit Accounting Fields to assign a class or department to each property. Transactions for that property use these values.

Tip: Once connected, a review queue for your accounting system appears under Accounting. See The review queues.