Skip to main content
All CollectionsIntegrationsAccounting Integrations
How can I control which account an expense item goes to in my accounting software?
How can I control which account an expense item goes to in my accounting software?

Setting up and linking into different expense accounts in your accounting software

Matt Govett avatar
Written by Matt Govett
Updated over a year ago

Regardless of which accounting software you have connected to Buildxact, the process is the same.

Buildxact connects with:

  • Expense Account - one or two default expense accounts (two if you split your purchases by supplier/dealer and contractor)

  • Income Account - one income account.

When performing the initial integration of Buildxact with your accounting software you would choose these accounts. See screen shot below.

Once you have done the initial integration, you have the option of adding expense accounts from your accounting software to Suppliers and Contractors. This will override the defaults set up in the initial integration created above. See screen shot below.

You can override all of the above at the final step of Purchase Ordering by using the account selection box on Purchase orders themselves. See screen shot below.

If you would like to watch a video that will go through the entire process of connecting and setting up accounting sync click here.

Did this answer your question?