Why connect Buildxact to your accounting?
Connecting your accounting to Buildxact means your expenses and income are entered once, saving you valuable time.
Which accounting systems does Buildxact connect with?
We currently connect with the following accounting systems:
Click on the accounting system you use, and you'll be taken to information relating to that system.
How to connect and use the accounting integration
The video below covers the entire accounting connection process. In the video we use Xero as the example, but for the most part this process is the same for MYOB AccountRight and Quickbooks Online (Australia and New Zealand). For more details on your specific pack see the accounting user manuals following the video.
Buildxact supports the Import Bills functionality for Xero and QuickBooks Online, NOT MYOB
Video contents:
Overview of accounting sync set up and how it works
Connecting and setup
Extra security - 2-step verification - Please note that 2-step verification or multi-factor authentication (MFA) is a required security step when integrating with accounting software
Updating your sync settings including tax profiles
When is an item ready to sync
How to process the sync
Sync log
Auto receipting between Buildxact and Xero and QuickBooks
When a customer invoice is synced from Buildxact to Xero or QuickBooks, Buildxact will now automatically watch for payment updates. As soon as a payment is recorded in your accounting software, a matching receipt is created in Buildxact and the invoice is updated to partially or fully paid.
To enable auto-receipting follow these steps:
Head to Integrations/Application Integrations and select your Accounting software integration.
Toggle on 'Invoice payment syncing'.
Once enabled, receipts will automatically be created in Buildxact when payments are recorded in your accounting software.
Attachments sync between Buildxact and QuickBooks
The Buildxact and QuickBooks integration keeps important documents connected to your transactions - no matter which system you’re working in.
Sync attachments both ways between Buildxact and QuickBooks:
Purchase Orders → QuickBooks
When you send a Purchase Order from Buildxact to QuickBooks, any PDFs or images attached to the PO are automatically added to the corresponding bill in QuickBooks.
QuickBooks Bills → Buildxact
When you import bills from QuickBooks into Buildxact, any attachments on the bill are brought across too.
These documents are also recorded on the Purchase Order created from the bill in Buildxact.
To use this feature:
Go to Sync Settings in Buildxact
Make sure Import bills is enabled
Turn on Import documents
Once enabled, attachments will automatically sync as part of your existing workflow.
Accounting manuals
The following user manuals have specific detail and step-by-step instructions on how to connect and use the integration for your specific accounting pack.
Want to know more?
We have a webinar dedicated to integrations:
Contact us for help: