Integrations

Articles on Integrating with other platforms

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34 articles in this collection
Written by Dan C and Matt Govett
Accounting Integrations

Xero Default Status

How altering the sync status into Xero affects how items land
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Written by Dan C
Updated over a week ago

How Buildxact works if you use a Receipt Reader

If you use an app such as Shoeboxed/Squirrel Street/Hubdoc/Dext/Quickbooks Receipt Scanner then this article covers the options
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Written by Dan C
Updated over a week ago

MYOB New Zealand - Freight Tax Error

This article relates to a "FreightTaxCode is required" error specific to MYOB New Zealand
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Written by Dan C
Updated over a week ago

Quickbooks North America

Everything you need to know to connect Buildxact with Quickbooks in North America
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Written by Dan C
Updated over a week ago

How to connect your accounting software to Buildxact

Everything you need to know about connecting your accounting system.
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Written by Matt Govett
Updated over a week ago

Tax setting suggestions for Accounting Sync

This guide will show you example tax settings to use when integrating with an accounting package
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Written by Matt Govett
Updated over a week ago

MYOB Sync Issues List

List of all known MYOB sync issues
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Written by Matt Govett
Updated over a week ago

Invoice/Receipt date and how that sets the payment due date in your accounting

How the Invoice/Receipt date pushes through to your accounting and how you can automate it from there
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Written by Matt Govett
Updated over a week ago

Quickbooks Sync Issues List

List of all known Quickbooks sync issues
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Written by Matt Govett
Updated over a week ago

Xero Contact Linking

This article talks about knowing which Xero contact Buildxact has linked with and updating it
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Written by Dan C
Updated over a week ago

Accounting user manuals that connect with Buildxact

User manuals for Xero, QuickBooks and MYOB AccountRight
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Written by Matt Govett
Updated over a week ago

Xero Sync Issues List

List of all known Xero sync issues
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Written by Matt Govett
Updated over a week ago

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
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Written by Matt Govett
Updated over a week ago

Xero tracking categories, what you need to know

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Written by Matt Govett
Updated over a week ago

I have items to sync, but Buildxact keeps telling me i have 0 items to sync.

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Written by Matt Govett
Updated over a week ago
Email integration

Adding more email connections

When you use up all your user based email connections you can still add more
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Written by Dan C
Updated over a week ago

How to connect a Microsoft Exchange hosted email address

Instructions for connecting your Microsoft Exchange email account
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Written by Matt Govett
Updated over a week ago

Connecting your email to Buildxact

What is Email Integration and how do I set it up?
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Written by Dan C
Updated over a week ago

Connecting your Google email account

Instructions for connecting Gmail (@gmail) or Google Suite accounts
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Written by Dan C
Updated over a week ago

Connecting your Office 365 email account

Instructions for connecting Office 365 email account
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Written by Dan C
Updated over a week ago

Changing you email password and reconnecting

When you change your email password you'll need to refresh the connection
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Written by Dan C
Updated over a week ago

Connecting your email account using IMAP

Instructions for connecting to any email account using IMAP, including @hotmail, @outlook, @live, @yahoo email providers
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Written by Dan C
Updated over a week ago

Email account settings

Control who can send emails from an account, which emails to show in Buildxact and what signature you use.
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Written by Dan C
Updated over a week ago

Connecting to an inbox with 2 factor authentication enabled

If you've enabled 2 factor authentication (2FA) on your inbox, you'll need to follow a few extra steps to get connected
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Written by Matt Govett
Updated over a week ago