Uptick supports a continuously expanding range of accounting integrations to support your business. Below is a list of currently supported integrations and those that will be supported in the future.
Supported accounting integrations
To learn more about setting up and configuring your accounting integrations, click on the accounting partner you use below for instructions on your specific integration.
MYOB Business (AccountRight and Essentials)
Business Central
Supported features and regions
| Xero | MYOB | Quickbooks | Sage 50 | Business Central |
Sync billing cards |  | | | | |
Sync invoices | | | | | |
Sync suppliers | | | | | |
Sync PO bills | | | | | |
Sync products |  | | Quickbooks plus only | | |
Tracking categories | | | | | |
Rounding adjustments | | | | | |
Supported countries | AU, NZ, UK, Ireland, Canada | AU | AU, NZ, UK, Canada, US | UK | AU, NZ |
Connecting your accounting to Uptick
Go to Control Panel > Accounting > Connect an organisation.
Select your supported accounting partner.
You will be taken to the accounting partner's page where you can sign in and approve access.
Once this is done, you can now set up default account codes and sync settings.
Syncing your accounting
When new records for bills, invoices and billing cards are created in Uptick they will be created in the accounting system when pushed to the accounting partner through manual action or dispatch. The accounting partner is the source of truth, which means the sync considers the records in the accounting partner to be correct, and Uptick's records need to reflect what resides on the accounting side.
For billing cards, invoices, PO bills, Suppliers and Products (Quickbooks only), automatic syncs will occur periodically based on the settings configured under the Partner syncs section of the accounting integration setup, which can tell Uptick to:
Create records in Uptick if new entries are in the accounting partner
Update existing linked records in Uptick to match the accounting partner
Both of the above
Once these records are linked, the data syncs strictly from the accounting system into Uptick, therefore any required changes must be done in the accounting partner instead of Uptick.
Syncing Frequency
All recent changes made in the accounting system are synced back to Uptick on a schedule, generally a nightly basis. Users are able to trigger more immediate syncs in the following ways:
Control Panel > Accounting > run full sync
Click Sync under the Integration section of a Billing Card, Supplier, Invoice, or PO Bill.
What data will sync
All of our accounting integrations synchronise Billing Cards, Suppliers, Invoices and Purchase Order Bills. (Some integrations support additional synchronisations, which you can learn about by reading the help article for your particular accounting partner). See below for more detailed information on the data from Billing Cards and Suppliers that will sync and must be changed in the accounting partner after linking.
Billing Cards
General details | Name, ref, business number |
Postal details | Attention, email address, phone numbers, postal address |
Site details | Attention, site address |
Suppliers
General details | Name, ref, business number |
Contact details | Attention, email address, phone numbers, postal address |
Sync settings - general details
Name | This comes from your company details set up with your accounting partner. |
Accounting partner | Detected automatically after the sign-in process |
Unique ID | ID code generated by the accounting partner that validates the connection to Uptick. |
Tracking Categories | Any tracking categories set up on your accounting partner will automatically be detected and pull through. For more information about tracking categories, see the help section of your respective accounting platform. |
Tax codes | Any tax codes set up on your accounting partner will automatically be detected and pull through. |
Default income account | The account code used for invoicing. Will used by default when no cost centres or product level account codes are set up. |
Default expense account | The account code used for PO bills. Will used by default when no cost centres or product level account codes are set up. |
Rounding account Supported partners only | Setting a rounding account ensures that the rounding between Uptick and the connected accounting partner is consistent. See the help text on this field for more information. |
Sync settings - partner syncs
Here you can select whether or not you want to the overnight sync to allow the integration to create and update records in Uptick, update only, or turn off the automatic sync for those records.
The settings here dictate what data is automatically synced overnight from the accounting partner into Uptick, and not the other way around. PO bills and Invoices do not have a create and update option to avoid the risk of inconsistencies being created as a result of the data sync.
Sync terms defined:
Off | Records will not be updated overnight, however you can still manually create and sync records. |
Create | Checks to see if there are records in the accounting partner that are not in Uptick. If true, these will be created in Uptick. |
Update | Checks the status of existing records between the accounting partner and Uptick. If there are differences, the Uptick record will be updated to match the record in the accounting partner. |
