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WorkSuite connects to your accounting system so that orders you ship become invoices in your books automatically, and your chart of accounts, tax rates, and item prices stay in sync — no double entry.

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Supported Platforms

You can connect any of these platforms today: QuickBooks Online, Xero, NetSuite, Sage Intacct, Sage Business Cloud Accounting, FreshBooks, Wave Financial, Zoho Books, Moneybird, Clear Books, and FreeAgent. Microsoft Dynamics 365 Business Central, Dynamics Finance and Operations, Oracle Fusion Cloud ERP, and Workday are shown as Coming Soon.

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Connecting Your Accounting System

1

Add the integration

Go to Integrations, click Add New, and pick your accounting platform from the Accounting category.
2

Connect your account

Click Connect and sign in to your accounting provider in the secure connection window. Your accounting credentials never pass through WorkSuite — authentication happens directly with your provider.
3

Confirm

When the connection succeeds you’ll see Configuration Complete! with your connected account name. The integration now appears on your Integrations list with its status and last sync time.

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Choosing What Syncs: Data Flows

Open your accounting integration and go to the Data Flows tab. Each flow has its own on/off toggle, sync stats, and last-sync time. Incoming from your accounting system:
FlowWhat it does
ContactsImports customer contacts
ItemsImports items
InvoicesImports existing invoices
Chart of AccountsImports your GL accounts
Tax RatesImports tax rates for reconciliation with Tax Authorities
PricingImports item prices from your accounting system into a dedicated price group
Outgoing to your accounting system:
FlowWhat it does
Order ExportCreates an invoice in your accounting system when an order ships
Enabling Order Export starts creating real invoices in your live accounting system for orders that ship from that point on. You’ll be asked to confirm before it turns on.

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Invoice Detail Level

Order Export can post invoices two ways:
  • Summary — one total line per order on the invoice.
  • Itemized — a separate invoice line for each item on the order, posted to that item’s income (GL) account. Items without a mapped income account still export using your accounting system’s default income account. You can map an item’s account on its Item edit screen.
Changing this setting applies to invoices exported from then on — it does not change invoices already sent to your accounting system.

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Reconciling Tax Rates

If you collect sales tax, open the Tax Rate Reconciliation tab after the Tax Rates flow has run. For each imported tax rate you can either:
  • pick the matching WorkSuite Tax Authority from the dropdown, or
  • click Create from Rate to create a new Tax Authority pre-filled from the imported rate.
Mapped rates keep WorkSuite tax amounts and your accounting system’s tax codes in agreement on exported invoices.

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Monitoring the Integration

  • Run Now — triggers an immediate sync instead of waiting for the next scheduled run.
  • Errors tab — when everything is healthy you’ll see No sync errors. Otherwise each failed record is listed with the affected entity, the error detail, and when it happened.
  • History tab — past sync runs.
  • Reference Data tab — read-only view of the imported chart of accounts, tax rates, and payments.
After first connecting, enable the incoming flows you need (start with Chart of Accounts and Tax Rates), reconcile tax rates, and only then enable Order Export — that way your first exported invoices land with the right accounts and tax codes.

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Disconnecting

Click Disconnect on the integration’s detail page to stop all syncing. Data already created in either system is not removed.