Abtrac integrates easily with all popular desktop & cloud accounting software packages.
At the click of a button, upload your contacts, sales invoices and other information from Abtrac to all these packages and others.
Double entry is a thing of the past now that data between our systems connects and synchronises so elegantly. And managing two systems which work together as one has never been easier.
Here’s how it works
API or CSV?
An API is essentially a doorway through which Abtrac can enter and deliver your invoice information. In some instances we can also link and update your contacts, projects and other information. What we are able to automatically synchronise is defined by your accounting package API.
Unlike the API doorway the .csv link is two step process. A suitable invoice upload file is created from Abtrac and saved in a folder to your desktop, dropbox etc. This file is then accessed from your accounting software and uploaded using your accounting software’s import function.
What determines the link?
Tax Codes and Account Numbers are assigned to every Abtrac invoice.
Each invoice (and each invoice line) in Abtrac will need to have both a tax code and an account code that matches those in your accounting system.
In some instances the Client and Projects will also need to match, in other instances you can choose to simply create new clients in your accounting system based on the address details from your Abtrac invoices.
These Tax Codes and Account Numbers are applied to each and every Invoice from details specified in your Accounts Interface settings which are linked to the AbtracOnLine Invoice Settings.
An invoice setting can only be associated with a single accounts interface.
All offices may share one accounting interface setting.
It’s also possible to have multiple accounts interfaces, and send your invoices to different accounting packages, or different accounts files.
How do we set it up?
Once you have both an Office and Invoice Setting created in Abtrac you can choose Accounting Interface Settings from Administration > Settings > Invoice Settings.
You can add and configure interfaces yourself to the following Accounting packages via API:
When an interface is created you can edit it’s display name and associate it with an invoice setting, or edit other settings regarding the interface.
The Abtrac support team will need to assist you to configure the link between other popular packages including :
- MYOB AccountRight Classic (v19 or earlier)
- QuickBooks and Quickbooks OnLine
- Reckon Accounts and Reckon One
Is there a charge for the accounts integration add-on?
To determine whether there will be a monthly fee for your accounts link you can call the support team. If a fee applies it’s a flat rate of $15 per month. Charges apply based on the interface type and not the number of interfaces you have configured.
Once your accounts integration is set up this article on Using the Abtrac-Accounts link is also a useful read.
Abtrac KB# 2073