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Setup Accounting Integration
Setup Accounting Integration
Updated over 3 weeks ago

Integrating your accounting package with Commusoft enables seamless synchronization of financial data, streamlining your operations and reducing manual work. This integration ensures your invoices, payments, and customer or supplier records are consistently aligned across systems, minimizing errors and saving valuable time. By utilising this feature, you will unlock the ability to automate data sharing between platforms, maintain accurate and up-to-date financial records. With improved visibility and simplified processes, you can enhance collaboration between your accounting and operational teams, allowing you to focus on what matters most—growing your business.

Add integration

➡️ Navigate to your Profile icon > Integrations

Before proceeding, it’s essential to read the Preparation for Accounting Integration in Commusoft article. This will help you ensure that you’re ready to integrate and understand the data preparation and manual steps involved.

Steps may vary per package fully read all on screen instructions.

Setup accounting integration email ID

Choose package

  1. Click on Accounting packages.

  2. Click Add integration a new page called your Dashboard will open.

  3. Click Set up integration.

  4. Enter the Accounting setup email > Click Next step.

  5. On the accounting package selection page, select your accounting software and click Choose Package in the bottom-right corner.

Setup up package

These steps vary slighty between packages please follow the correct steps below.

Xero, QuickBooks Online, FreeAgent, Sage 200 and Sage Business Intergraion

Click here.

  1. You will be redirected to your accounting software.

    • Log in with your credentials if prompted.

  2. Allow Commusoft access to your accounting package. Follow the instructions provided by your accounting software to authorize the connection.

  3. You will be redirected back to Commusoft to complete the setup.

  4. Click "Next step"

Sage 50 Accounting

Click here.

  1. Complete the form with your Sage details.

    1. Sage username

    2. Sage password

    3. Sage database location

    4. VAT method

    5. VAT rate codes (20%, 5%, 0%)

    6. Domestic reverse VAT rate codes (If required)

  2. Click "Next step"

We recommend creating a new Sage 50 user account with:

  • Username: cs

  • Password: cs123

If using an existing user account, ensure you know the Sage 50 username and password.

Kashflow

Click here.

  1. You will be redirected to your accounting software.

    • Log in with your credentials if prompted.

  2. Enable the API on your Kashflow account:
    Go to Apps on the left > API Settings top right

  3. Set the options as below:
    Check > Enable SOAP API
    Check > Enable Remote Login
    Uncheck > Restrict Access to specific IP addresses
    Uncheck > Enable AutoAuth > Update

  4. Click "Next step"

Screenshot_2023-02-13_112938.png

Preferences

  1. Importing Customers/Suppliers:

    • Indicate whether you would like to import your customers and suppliers from your accounting package into Commusoft.

    • Select Yes or No, then click Next Step.

  2. Start Date for Finacial records:

    • Choose a start date for the integration:

      • The day you started using Commusoft.

      • A specific past date, such as the beginning of the current quarter or financial year.

      • Today’s date, for syncing new data moving forward.

      • A future date, such as the next quarter or financial year.

    • Select your preferred date and click Next Step.

  3. Sending Data to Your Accounting Package:

    • Choose how data will be sent from Commusoft to your accounting package:

      • Automatically: Data is sent every two hours.

      • Manually: Data is sent only when you click the Send Data Now button.

    • Set this to Manually send it can be updated later once you are confident the setup is correct.

  4. Confirm Preferences:

    • Read the provided information carefully at each step.

    • Tick the confirmation box and click Next Step to proceed.

  5. Integration Confirmation:

    • Once completed, you will see a confirmation page.

    • Review the information, then click Close to access the accounting integration dashboard.

Commusoft is not responsible for the quality of data imported or exported. Ensure all data in your accounting package is clean, accurate, and properly formatted before starting the integration.

All customers will be exported from Commusoft to your package irrelevant of the financial cut of date.

Post-Setup Actions

  1. Accounting Integration Dashboard:

    • Check the dashboard for data in the Waiting to Be Sent box.

    • Click Send Data Now to sync data from Commusoft to your accounting package.

  2. Linking Codes and Records:

    • Ensure nominal codes are linked to Commusoft.

    • Link existing customers and suppliers if required.

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