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Setup your accounting integration

Updated over a week 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

  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 (UK Only)

  1. Enter Sage Details:

    • You will be prompted to enter your Sage 50 Account details and T codes.

  2. We recommend creating a new Sage 50 user account with the following credentials:

    • Username: cs

    • Password: cs123

  3. Confirm the details are correct by checking the box

  4. Click next step
    ​

  5. Sage 50 Accounts does not have an import customers option via the integration please see Sage 50 Accounts .csv Export

Kashflow

  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

  5. 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.

Quickbooks Desktop Enterprise (US Only)

  1. Follow the steps on screen Download the web connector on the same computer that Quickbooks Desktop Enterprise v24 is installed on.

  2. You will also recieve these details via email check out this article QuickBooks Desktop: Web Connector Installation Guide

  3. Click Next step
    ​

  4. Would you like to import your customer and supplier database from Quickbooks Desktop Enterprise v24 into Commusoft?
    ​

  5. Please confirm that you would not like to import any customers or suppliers from Quickbooks Desktop Enterprise v24.

  6. Check the box - I confirm that I would not like to import any customers and suppliers from Quickbooks Desktop Enterprise v24.

  7. Click Next step
    ​

Preferences

  1. Are you integrating with the same account that you previously integrated with, or a completely separate account?

  2. Send data from: Choose the option that you require

  3. Notification email: This email address is where you will receive details related to package failure.

  4. Click Next step

  5. Tick the box: I confirm that these details are correct

  6. Click Next step​
    ​

  7. Commusoft can automatically send records every two hours, or you can choose to send records manually.

  8. Set it to: When I press the 'Send data'. You can update it later on but for inital set up it could lead to data being sent incorrectly if you set it to Automatic at this stage.

  9. Click Next step

  10. Tick the box: I confirm that these details are correct

  11. Click Next step
    ​

  12. This step is for Sage 50 Accounts only please follow Sage 50 Accounts Interface Installation and check "I have installed the interface" once completed and click next step.
    ​

  13. Account setup successful

  14. Click Close
    ​

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 unless they are linked.

Post-Setup Actions

  1. Link Nominal codes:

    • Ensure nominal codes are linked to Commusoft.

    • Link existing customers and suppliers if required.

    • Nominal codes

  2. Link Customers

    • Ensure Customers are all linked or marked as do not send.

    • Any remaining will be created as new records in the package.

    • Linking customers

  3. 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.

    • Accounting Integration Dashboard

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