Setup
You will need the Billing module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group: Can change site configuration settings.
Click here to learn about permissions and security groups.
Supported accounting integrations, features, and regions
Uptick supports a growing range of accounting integrations tailored to business needs. The following table outlines the available integrations, including supported regions and syncing functionality:
| Xero | MYOB Business | Business Central | Quickbooks Online | Sage 50 |
Supported countries | AU, NZ, GB, IE, CA, US | AU | AU, NZ | AU, NZ, GB, CA, US | GB |
Billing cards |
Contacts |
Customers |
|
|
|
Invoices |
|
Service-type Invoices |
Sales Invoices |
Invoices |
Sales Invoices |
Credit notes |
Credit Notes |
Service-type Invoices |
 |
 |
Credit Notes |
Suppliers |
Contacts |
Suppliers |
Vendors |
Vendors |
Suppliers |
PO bills |
|
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 |
Tracking Categories |
Tracking Categories |
Categories |
|
Classes |
|
If you see this arrow, click to expand for more information!
If you see this arrow, click to expand for more information!
We will add additional information and images under these arrows.
How to connect the accounting organisation with the Uptick workspace (Xero, MYOB Business, Business Central, Quickbooks Online and Sage 50)
1. Navigate to Control Panel > Accounting, then click Connect an organisation and select one of the accounting partners in the dropdown.
1. Navigate to Control Panel > Accounting, then click Connect an organisation and select one of the accounting partners in the dropdown.
2. Follow the instructions for each of the integrations:
Xero: Enter your email and password and login, then click Allow access on the next page.
MYOB Business (AccountRight and Essentials): Enter your email and password and sign in. Then, when redirected back to Uptick, enter your company file Username and Password. If unsure, try “Administrator” or “admin” with a blank password, or create a new admin user in MYOB with SSO disabled and admin access enabled.
Business Central: Enter your email and password and sign in. Then, when redirected back to Uptick, select Organisation and click Confirm.
Quickbooks Online: Provide your email and password and sign in. Then select the Organisation to connect to Uptick.
Sage 50: Reach out to [email protected] to request setup. Once provided with the URL and API Key, enter these in Uptick and click Next. Then select the organisation, and click Confirm.
Then proceed to Step 3.
3. Select the Default Income and Expense Accounts and, if supported, enter a Rounding Account.
3. Select the Default Income and Expense Accounts and, if supported, enter a Rounding Account.
4. Select an option from the dropdown for each Partner Sync setting (Billing Cards, Invoices, Credit Notes, Suppliers, PO Bills). These control what data is synced overnight from the accounting partner into Uptick (not the other way around).
4. Select an option from the dropdown for each Partner Sync setting (Billing Cards, Invoices, Credit Notes, Suppliers, PO Bills). These control what data is synced overnight from the accounting partner into Uptick (not the other way around).
Create and update: Creates missing records in Uptick and updates existing ones.
Update only: Updates existing Uptick records to match the accounting system.
Off: Disables automatic sync; records must be created or updated manually.
Sync PO bills and Invoices do not have a create and update option to avoid the risk of inconsistencies being created due to the data sync.
6. Click Save Accounting Organisation.
6. Click Save Accounting Organisation.
Available fields on the accounting integration setup
Required (Name, Default Income Account, Default Expense Account)
Required (Name, Default Income Account, Default Expense Account)
Name: Prefilled from your company details set up with your accounting partner.
Default Income Account: Default account code for invoices, used when no cost centre or product-level account codes are set.
Default Expense Account: Default account code for purchase order bills, used when no cost centre or product-level account codes are set.
Optional (Unique ID, Tracking categories, Tax codes, Rounding Account)
Optional (Unique ID, Tracking categories, Tax codes, Rounding Account)
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 and can be selected against products and cost centres.
Tax codes: Any tax codes set up on your accounting partner will automatically be detected and pull through.
Rounding Account (supported partners only): Account for rounding adjustments. When set, Uptick will automatically make a rounding adjustment lineitem to correct any discrepancies between how Uptick and the accounting partner calculate totals.
How to trigger the data syncing from the accounting partner to Uptick (Xero, MYOB Business, Business Central, Quickbooks Online and Sage 50)
When a record is created in Uptick, it syncs to the accounting partner via dispatch or by clicking Create new in the Integration section. Once linked, the accounting system becomes the source of truth—any changes must be made there, not in Uptick. Data from accounting partner syncs back into Uptick on a set schedule, typically overnight, though users can trigger syncs manually if needed.
When a record is created in Uptick, it syncs to the accounting partner via dispatch or by clicking Create new in the Integration section. Once linked, the accounting system becomes the source of truth—any changes must be made there, not in Uptick. Data from accounting partner syncs back into Uptick on a set schedule, typically overnight, though users can trigger syncs manually if needed.
In bulk
Navigate to Control Panel > Accounting and click run full sync next to Billing cards or Invoices.
Navigate to Control Panel > Accounting and click run full sync next to Billing cards or Invoices.
Individual
Open the page of the Billing card, Invoice, Credit Note, Supplier or PO Bill page and click the sync icon (🔗) in the Integration section.
Open the page of the Billing card, Invoice, Credit Note, Supplier or PO Bill page and click the sync icon (🔗) in the Integration section.
Recommended steps
◀ Previous | Next ▶ |
|