Connect your accounting system
Approved expenses post with the receipt attached, or go out in a file your system imports.
Available on: Pro and up
Open Settings, Accounting. PaperTotal has direct connections for QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, Zoho Books and NetSuite. For Wave, Sage, Microsoft Dynamics, MYOB, Oracle and SAP there is no direct connection yet, so the page offers a file to import instead.
- Choose your system and connect it. QuickBooks Desktop connects through its Web Connector, and NetSuite through an integration record in your own account. Each card says what it needs.
- If a connection has not been switched on here yet, connecting says so, and the file export works in the meantime.
- Under Mapping, match your categories to its accounts.
- Under Settings, say what entries become and whether approved expenses post automatically.
A workspace posts to one accounting system at a time. Disconnecting stops posting and gives up its access.
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