Using the Accounts link, how to create invoice export batches

If you haven’t used the accounts link before you might need to check or configure your invoice and accounts settings.

You can add and configure interfaces yourself to the following Accounting packages:

The Abtrac support team will assist you to configure the link between other popular packages; including MYOB AccountRight Classic (v19 or earlier), QuickBooks, Quickbooks OnLine, Reckon Accounts, Reckon One, and Sage.

Once you’ve configured your accounting interface settings the link from Abtrac to your accounts link is ready to use.

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Linking your Accounting System with AbtracOnLine

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.

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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.

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Abtrac Integrations and your other Software choices

We do find in the new year and in the months up to the new financial year that people start making changes to their software. And there’s a lot of hype from the market…

At the moment your accountants and advisors are likely attending the summer Roadshows from the big accounting applications : both MYOB and Xero are currently showcasing their latest features throughout Australasia, and promoting add-ons and partners to their core business. (We’ve been touring again with MYOB this year, for updates on all the activities from the marketing team you can check us out on Twitter.)

Reckon and QuickBooks typically launch their new features around May/June. And this year KPMG, PWC and Deloittes have announced that they’re actively seeking to advise small businesses across Asia/Pacific with the help of cloud accounting platforms.

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Five Quick Invoicing Tips

Based on support calls and emails from the past 12 months here’s our most commonly asked invoicing queries and their solutions.

Invoice Numbers

How can I change an invoice number, and why can’t I change the invoice ID?

Invoice Narrations

Why not save time and save as default the comments you use most often?

Generate Based on Invoice

Another time saver is to clone or copy invoices you’ve sent previously

Accounts Upload

The two most common reasons why an invoice fails to upload

Statements

Why isn’t my invoice appearing on this statement?

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We link with MYOB, Xero, Quickbooks, Reckon, Sage, Moneyworks, Oracle and more.

We’ve been doing this for years.

But in the support team we still get asked “Do you link with Xero? Could we upload invoices to my old version of MYOB? Are my Sage accounts compatible with Abtrac?”

The answer is (almost always) YES

You can create your invoices in Abtrac – and have the same invoices uploaded to your accounting package with no double entry, no delay, no dramas.

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On the road with MYOB

We’ve been part of the MYOB developer program for a little while now and the MYOB Debtor Upload is one of our most popular Abtrac add-ons. We did our first MYOB interface in the 1990s!

Like MYOB we’ve recently launched our cloud version and like MYOB we’ve chosen to continue selling/developing and supporting our offline/desktop version too. So now we have two current versions of Abtrac – Versions 5 and 6.

When the opportunity came up to hit the road as part of the MYOB2014 Roadshow and Partner Program we thought it was great timing to get out there and connect with our partners in the software and accounting professions. We wanted to get a feel from our accounting colleagues ‘out in the field’ – how businesses are responding to the technology changes in 2014 and hear what their clients want most from their business management tools in future.

Of course we are always happy to hear your thoughts on technology and tools for the future of Abtrac and encourage you to contact us. But sometimes it’s good to hear the view of the un-converted masses too 🙂

Last month was the last event of the 2014 circuit so we thought we’d share a wee snapshot of six months on the road with MYOB. Brisbane, Melbourne, Sydney, Auckland, Wellington, Gold Coast.

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Accounting Package Integration

The Abtrac Debtor Upload is an optional additional module which allows you to export invoice details directly to your accounting system.

Abtrac currently exports to MYOB, QuickBooks, Xero, Moneyworks, Sage, Arrow, Reckon and Oracle.

Each debtor upload may take some consulting time to integrate. Particularly as different versions, releases and product suites of each accounting software package vary slightly.

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