Go to Buildxact
All Collections
Integrations
Integrations
Articles on Integrating with other platforms
35 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
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
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
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
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.
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
Written by
Matt Govett
Updated over a week ago
MYOB Sync Issues List
List of all known MYOB sync issues
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
Written by
Matt Govett
Updated over a week ago
Quickbooks Sync Issues List
List of all known Quickbooks sync issues
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
Written by
Dan C
Updated over a week ago
Accounting user manuals that connect with Buildxact
User manuals for Xero, QuickBooks and MYOB AccountRight
Written by
Matt Govett
Updated over a week ago
Xero Sync Issues List
List of all known Xero sync issues
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
Written by
Matt Govett
Updated over a week ago
Xero tracking categories, what you need to know
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.
Written by
Matt Govett
Updated over a week ago
Deputy
Capturing timesheets via the Deputy app
This article covers all things Deputy app
Written by
Dan C
Updated over a week ago
Managing Deputy and Buildxact job links
You can link your jobs, and choose which categories of the job to be synced to Deputy
Written by
Matt Govett
Updated over a week ago
Troubleshooting Deputy errors
A list of common Deputy sync issues
Written by
Matt Govett
Updated over a week ago
Pay rates from Deputy to Buildxact
Written by
Matt Govett
Updated over a week ago
Deputy to Accounting Integration
Where to go if you need help with the integration between Deputy and Accounting
Written by
Matt Govett
Updated over a week ago
Can Deputy feed Award rates into Buildxact?
Written by
Matt Govett
Updated over a week ago
Buildxact and Deputy Overview
An overview of how Buildxact and Deputy work together
Written by
Matt Govett
Updated over a week ago
The Deputy and Buildxact connection process
How to set up the integration between Buildxact and Deputy
Written by
Matt Govett
Updated over a week ago
Link a Buildxact job to an existing Deputy location
You can link a Buildxact job to a location previously set up in Deputy
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
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
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?
Written by
Dan C
Updated over a week ago
Connecting your Google email account
Instructions for connecting Gmail (@gmail) or Google Suite accounts
Written by
Dan C
Updated over a week ago
Connecting your Office 365 email account
Instructions for connecting Office 365 email account
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
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
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.
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
Written by
Matt Govett
Updated over a week ago
Connecting with and inviting Suppliers/ Dealers to Buildxact
How to connect with a Supplier or Dealer in Buildxact
How to connect with a Supplier/Dealer using Buildxact and subscribe to their pricing
Written by
Dan C
Updated over a week ago
Sharing information/data with your Suppliers/Dealers
What do your suppliers/dealers see when you connect and choose to share your information/data with them?
Written by
Matt Govett
Updated over a week ago