If you're using one of the accounting software listed below, Notch can set up an integration for hassle-free syncing and makes your payment tracking and invoice reconciliation process easier than ever.
- Quickbooks Online
- Quickbooks Desktop
- Netsuite
- Sage 300
- Fidelio
- Dynamics 365
- Spire
- Xero
To set up the integration with your ERP or accounting software, go to the "Settings" tab in the left-side menu.
From the sub-tabs, click "Integrations", then select the "Explore" tab or click the "Browse Integrations" button, and finally click the "Connect" button on the desired option.
Then, a new window will open, prompting you to enter the login credentials for your selected accounting software. Once you've successfully logged in, click the "Connect" button to complete the process. When the integration is active, it will appear under the "Active" tab on the Integrations page. (The steps may vary depending on the selected software. For the screenshots below, we used QuickBooks)
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The integration may take more than an hour to complete syncing. If it's not yet ready, the status will display "Initial sync in progress". Once it's complete, the status will change to "Connected".
Once connected, you'll find all your existing invoices waiting for you on the "Invoices" page in your Notch dashboard and you can start charging!
Please note that only invoices from the past six months will be imported into the Notch dashboard.