15 guides · 3 topics
Integrations
HitPay, Xero, payment providers, and external systems.
Topics in Integrations
HitPay Integration
2 articlesXero Integration
9 articlesXero Integration Overview
Automatically sync your EasyBiz sales to Xero in real time, cutting manual work, reducing errors, and keeping your financials always up to date. 💸📊
Read articleConnect Your Account
🔗 Learn how to link your accounts. This guide walks you through the one-time setup process to authorize EasyBiz and establish a secure connection with your Xero organization.
Read articleConfiguring Account Codes
🏷️ Categorize your revenue correctly. Learn how to map your sales, taxes, and expenses to the right Xero accounts so your financial reports are always accurate.
Read articleMapping Payment Methods
💳 Get paid automatically. Configure your payment mappings to ensure that when a customer pays in EasyBiz, the invoice is instantly marked as 'Paid' in Xero.
Read articleChoosing the Right Contact Matching Method for Your Business
Learn how each contact matching method works and find the one that best fits how your business manages customers in Xero.
Read articleAuto Sync
🔄 Set it and forget it. Enable auto-sync to have your sales data flow into Xero instantly without lifting a finger.
Read articleManual Sync
📅 Backfill or resend existing saved EasyBiz orders to Xero; Manual Sync does not recover a POS checkout or payment.
Read articleTroubleshooting Your Xero Sync
Decode the sync status, find failed items, and re-sync safely without creating duplicates in Xero.
Read articleCustomizing Invoice Numbers
🔢 Prevent duplicate errors. Customize your invoice numbering format to keep your Xero data organized and avoid conflicts with other systems.
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QuickBooks Integration
4 articlesConnecting QuickBooks to EasyBiz
Connect QuickBooks Online once and your EasyBiz sales flow into your accounting books automatically — no more manual data entry.
Read articleSetting Up Your QuickBooks Mappings
Tell EasyBiz which QuickBooks customer, item, tax code, and deposit account each part of a sale should post to — set it once and every synced invoice lands correctly.
Read articleSyncing Payments from QuickBooks into EasyBiz
Record a payment in QuickBooks against a synced invoice, and EasyBiz marks the matching order paid automatically — both systems stay in agreement.
Read articleTroubleshooting Your QuickBooks Sync
Most QuickBooks sync errors trace back to something deleted, renamed, or expired on the QuickBooks side — here is what each error means and how to clear it.
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