Integration with an accounting Service Provider allows you to automate two processes crucial for the financial data exchange and described in other documents of the section:

1. Synchronization of the Chart of Accounts

2. Sending data batches to the Service Provider.

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This document describes the steps for the Integration setup.

Preconditions

• You need to have an account with the Service Provider

  • Chart of accounts (or another list of accounts must be available at the Service Provider)

  • Your service provider has to support API export of the chart of accounts

  • Your service provider has to support API journal import

  • You need to know your credentials (Client id and Client secret)

Current Out-Of-Box Integrations

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As of today, Xero and QuickBooks integrations can be enabled. Once you have provided TurnKey Lender with the API details to be used for the needs of your company and the integration has been set up, it is enough to:

• Go to the Integrations

• Enable the “Accounting” option

• Select the service provider

• Enter your credentials

How the Integration Affects the Accounting Functionality

The main changes are that

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