Data from accounting partner syncs back into Uptick on a set schedule, typically overnight, though users can trigger syncs manually if needed. Learn more in the Accounting integrations in Uptick article.

Multiple accounting organisations can be connected to a single Uptick workspace. One is set as the default for general use, while others must be manually selected on specific billing cards to ensure correct syncing.

Occasionally, the accounting partner integration may not work as intended. Common alerts include: Error messages related to token expiry, invalid grants or authorisation failures. To resolve this:

If you’re operating in the United States, there are only two options on the invoice: TAX or EXEMPT. Uptick does not calculate tax rates directly. Instead, it sends the billing address to your connected accounting system, which determines the correct tax rate based on location.

GST, Standard VAT, Reduced Rate VAT, Reverse Charge Reduced Rate VAT, Zero-Rated, Tax Exempt are available across all accounting integrations in the supported regions. However, there are exceptions:

If a record was created in Uptick and already synced to the Accounting Partner:

The Uptick Billing Card and Supplier sync with Xero will only pull through contacts that have an invoice (for Billing Cards) or a bill (for Suppliers) raised against them in Xero. This is a limitation of how Xero’s API works.

Raise a $0 invoice or bill against the contact in Xero, then re-run the sync in Uptick.

Xero only supports a maximum of two active tracking categories at a time. This is a limitation of Xero’s platform and applies to all integrations, including Uptick.

In 2021, MYOB merged AccountRight and Essentials into a single product called MYOB Business. Uptick’s integration is fully compatible with all three: AccountRight, Essentials, and MYOB Business.

MYOB offers two invoice layouts: Service and Item. Uptick integrates only with the Service layout.

This error indicates that the request was blocked due to missing or invalid authentication credentials. Reconnect the integration using a user with higher permissions.

This error means the billing card already exists in MYOB with the same Card ID (Reference), causing a conflict. Update the card information in Uptick (Reference) or MYOB (Card ID) to avoid the conflict, then retry the sync.

This error appears when a field on the Billing Card in Uptick, such as Attention (Contact Person) and Reference (Contact ID), exceeds the character limits enforced by MYOB. The error will display in the Integration section of the Billing Card, specifying which field is affected. Adjust the field to meet the limit and try syncing again.

In Business Central, dimensions are used to classify and analyse financial data (e.g. by department, project, or region). In Uptick, these are referred to as tracking categories.

A QuickBooks Plus subscription is strongly recommended for full compatibility with Uptick. Lower-tier plans can still connect to Uptick, however there will be limitations such as not being able to sync Products which would affect invoicing, purchase orders and other components.

Unlike other accounting integrations that use account codes on each line item, QuickBooks requires a Product/Service to achieve the same effect.

Three codes need to be provided with products (income/expense/inventory) when pushing them through to QBO. The inventory code, which is needed for pushing Material type Products, must be configured by setting up a Product custom field in Uptick with key asset_account_code. Make sure that the account code you use in this field corresponds to an inventory account.

This error appears when Uptick and QuickBooks have conflicting invoice numbering settings. It is recommended to disable Custom transaction numbers in Quickbooks. Navigate to Settings > Accounts & Settings > Sales > Sales form content, then turn off Custom transaction numbers and save.

The Sage 50 integration is only available to our United Kingdom customers.

Sage 50 integrates with Uptick through our partner, HyperExt. This requires installing additional software on a local on-premises computer. To begin setup, reach out [email protected]. Once provided with URL and API Key, follow the connection steps outlined in the Accounting Integrations in Uptick article.

The Sage 50 integration includes an ongoing fee. Reach out to [email protected] for pricing details.