Syncing your accounting integrations in Uptick
Teresa Bui avatar
Written by Teresa Bui
Updated this week
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Setting up your accounting in Uptick allows you to take advantage of a number of benefits such as processing incoming and outgoing finances. If you want billing cards, suppliers, invoices and purchase orders to work properly, getting your sync settings right will go a long way.

Syncing explained

The accounting partner is the source of truth, which means the sync will reference the records in the accounting partner and then either update, create, or do both in Uptick so that the records match on both sides.

The term syncing can refer to how information is automatically updated overnight, based on the settings configured under the Partner syncs section of the accounting integration setup. It can also refer to manually clicking the Sync button on an individual billing card, invoice, supplier or PO bill.

Setting up integration

Uptick currently supports integration with Xero, MYOB, Quickbooks and Business Central. You can learn more about setting up your respective integration here:

Once you've signed in and confirmed your choice to continue, you'll be taken to a page with two sections - General Details and Partner Syncs. This where you'll configure your sync settings.

Sync settings - general details

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Name: This comes from your company details set up with your accounting partner.

Accounting partner: Detected automatically after the sign-in process.

Unique ID: Generated by the accounting partner.

Tracking Categories (Classes in Quickbooks): If you have any tracking categories set up they can be listed here.

  • You can go to Xero's support page to learn more about their tracking categories.

  • You can go to the Quickbooks support page to learn more about classes

Default income account and default expense account: These are selectable from a drop-down list and are picked up automatically after the sign-in process. Your products need to have appropriate account codes set up or else invoices and purchase cannot be processed.

Sync settings - partner syncs

The settings here dictate what data is automatically synced overnight from the accounting partner into Uptick, and not the other way around.

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.

Important Tip

Make sure that billing cards are connected to your accounting partner or it won't invoice successfully. You can either view the billing card against a client, or go to Billing > Billing Cards then click on change columns and check that Partner UID is a visible column. Any empty spaces in that column indicates a billing card that is not connected to an accounting partner. This also applies to People > Suppliers if you want check that your suppliers are connected.

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