The Accounting Integration syncs customer data, invoicing details, tax lines, and payment records with your accounting software (QuickBooks Online or Xero). This keeps your ledger aligned without manual data entry.
Step-by-Step Walkthrough
Open Integration Settings
From the administration sidebar, navigate to Settings -> Integrations and click on the Accounting tab.
Connect Platform Provider
Click the Connect to QuickBooks Online or Connect to Xero button. A secure authentication popup will appear.
Authorize API Access Credentials
Log into your accounting portal and authorize Service Opus to access your ledger. Once authorized, the portal returns you to the settings page.
Map Ledger Chart of Accounts
Link Service Opus product categories, tax rates, and bank accounts to their corresponding accounting ledger accounts.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Sales Income Account | Required | Ledger account to record invoice line items. |
| Tax Payment Account | Required | Ledger account to record tax liabilities. |
| Undeposited Funds | Required | Clearing account to record credit card transactions. |
Enable Live Sync Rules
Toggle live sync settings: Automatic Invoice Sync (on invoice lock) and Automatic Payment Sync (on collection).
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Chart Mapping Check: Every tax rate defined in settings must be mapped to an active tax rate in the accounting software.
- Active Connection: Sync operations require a valid, active API token connection.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.