Importing Creditor/Supplier Invoices, Bills etc. into AbtracOnline
AbtracOnline allows you to import disbursements via two methods.
If you are using MYOB Account Right or Xero the available API connections to these systems will allow you to import your disbursements with the click of a button.
If you don’t use MYOB or Xero, or if you want to import things such as PaperCut files, Linz Fees, Uber Receipts etc., then you can import your disbursements through a file-based import.
Either way, with our import disbursement functionality you don’t have to spend hours re-keying information that you probably have available from other systems.
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.
AbtracOnLine links to MYOB Essentials directly via the MYOB API.
You can set up the link between Abtrac and MYOB in less than 10 minutes following the instructions below, or if you call the support team we’d be happy to help you get underway.
AbtracOnLine links to Xero directly via the Xero API.
You can set up the link between Abtrac and Xero in less than 10 minutes following the instructions below, or if you call the support team we’d be happy to help you get underway.
AbtracOnLine links to MYOB AccountRight Live directly via the MYOB API.
You can set up the link between Abtrac and MYOB in less than 10 minutes following the instructions below, or if you call the support team, we would be happy to help you get underway.
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.
Based on support calls and emails from our customers, here are our most commonly asked invoicing queries and their solutions.
How can I change an invoice number, and why can’t I change the invoice ID?
Why not save time and save as default the comments you use most often?
Another time saver is to clone or copy invoices you have sent previously
The two most common reasons why an invoice fails to upload
Why isn’t my invoice appearing on this statement?
Posted in Accounting, Administration, Debtor Management, Getting Started, Invoice Settings, Invoicing, System Settings: Invoices, Tips & Tricks |
Tagged accounts link, client name, invoice number, invoices, myob, statements, Xero
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.
Each accounting package and the Abtrac accounting integration is slightly different. For notes on a Moneyworks upload see below.
Each accounting package and Abtrac accounting integration is slightly different. For notes on a
QuickBooks upload see below