What You'll Learn

Which accounting integrations Uptick supports and in which regions
How to connect your accounting system to Uptick
How to configure Partner Sync settings
How to manually sync data between systems

Before You Start

Required Module:

Billing module must be enabled in your workspace
If you don't see Billing in your main menu, contact <[email protected]>

Required Permission:

Can change site configuration settings
Learn more about permissions and security groups

Supported Accounting Integrations

Uptick supports the following accounting platforms with region-specific availability:

	Xero	MYOB Business	Business Central	Quickbooks Online	Sage 50	QuickBooks Desktop
Supported countries	AU, NZ, GB, IE, CA, US	AU	AU, NZ	AU, NZ, GB, CA, US	GB	CA, US
Billing cards	Contacts	Customers	Customers	Customers	Customers	Customers
Invoices	Accounts receivable invoices	Service-type Invoices	Sales Invoices	Invoices	Sales Invoices	Invoices
Credit notes	Credit Notes	Service-type Invoices	Sales Credit Memo		Credit Notes
Suppliers	Contacts	Suppliers	Vendors	Vendors	Suppliers	Vendors
PO bills	Accounts payable invoices	Service-type Purchase Bills	Purchase Invoices	Bills	Purchase Invoices
Chart of Accounts	Revenue and Expense Accounts	Income, Expense and Cost of Sales Accounts	Income and Expense Accounts	Indirectly via Products (ONLY Quickbooks Online Plus)	Nominals	Indirectly via Products
Tracking Categories	Tracking Categories	Categories	Dimensions	Classes & Locations	Departments	Classes

How to Connect Your Accounting System

Step 1: Connect Your Organisation

Navigate to Control Panel > Accounting
Click Connect an organisation
Select your accounting partner from the dropdown

Step 2: Authenticate Your Account

Follow the authentication steps for your specific platform:

Xero:

Enter your email and password
Click Allow access on the authorization page

MYOB Business (AccountRight and Essentials):

Enter your email and password
Sign in with Administrator role (required to establish connection)

Business Central:

Enter your email and password
When redirected to Uptick, select your Organisation
Click Confirm

QuickBooks Online:

Enter your email and password
Select the Organisation to connect to Uptick

Sage 50:

Contact <[email protected]> to request setup
Once provided with the URL and API Key, enter them in Uptick
Click Next
Select your organisation and click Confirm

Step 3: Set Default Accounts

Select your Default Income Account (for invoices)
Select your Default Expense Account (for purchase order bills)
If supported by your platform, enter a Rounding Account (optional)

What These Accounts Do:

Default Income Account: Used for invoices when no cost centre or product-level account codes are set
Default Expense Account: Used for PO bills when no cost centre or product-level account codes are set
Rounding Account: Automatically adjusts any rounding discrepancies between Uptick and your accounting partner's calculations

Setting Up Rounding for QuickBooks Online

*Currently not available for customers in The United States of America

To enable rounding, you must configure a specific account and product in QuickBooks Online.

1. Create a Rounding Account

In your Chart of Accounts, create a new account specifically for rounding entries.

2. Create the Rounding Product

Create a new Service type product with the following details:

Name: Uptick QuickBooks Rounding Product (This name must be exact).
Income Account: Link this to the rounding account created in Step 1.

Note: Upon syncing, this will automatically be created as a Labour Product within Uptick.

3. Once configured in QuickBooks, the sync will automatically populate the field in Uptick under Control Panel > Accounting Organisation > Rounding Account.

Configuration Alert: This product must remain unchanged in Uptick to maintain feature integrity and prevent system errors

Step 4: Configure Partner Sync Settings

Select a sync option for each data type. Partner Syncs control what data syncs overnight FROM your accounting system INTO Uptick (not the other way around).

Sync Options:

Create and update: Creates missing records in Uptick and updates existing ones
Update only: Updates existing Uptick records to match your accounting system
Off: Disables automatic sync; records must be created or updated manually

Note: Invoices and PO Bills do not have a "Create and update" option to avoid data inconsistencies.

Step 5: Save Your Configuration

Click Save Accounting Organisation to complete the setup.

Understanding Sync Behavior

Once you create a record in Uptick (e.g., an invoice), it syncs to your accounting partner via dispatch or by clicking Create new in the Integration section.

Important: Once a record is linked to your accounting system, the accounting system becomes the source of truth. Any changes must be made in your accounting platform, not in Uptick.

Data automatically syncs back from your accounting partner into Uptick overnight. You can also trigger manual syncs when needed.

How to Manually Sync Data

Sync All Records (Bulk Sync)

Navigate to Control Panel > Accounting
Click Run full sync next to Billing cards or Invoices

Performance Note: Bulk syncs run in the background but may affect system performance. Consider running these syncs outside of peak hours when fewer users are active.

Sync Individual Records

Open the Billing card, Invoice, Credit Note, Supplier, or PO Bill page
Click the sync icon (🔗) in the Integration section

Note: This action immediately refreshes the record's status to match your accounting partner.

Optional Fields Explained

Unique ID

ID code generated by your accounting partner that validates the connection to Uptick

Tracking Categories

Tracking categories from your accounting system automatically pull through
Can be selected against products and cost centres
QuickBooks Online Locations (Tracking Categories in Uptick)
Locations are the Quickbooks term for tracking categories and will be picked up automatically in Uptick upon connection. Locations can be set against Cost Centres and the header will display as Tracking category: Location
*Locations will only sync into Uptick if the Quickbooks Online account is the default Accounting Organisation in Uptick.