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.
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
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
- Sync options available for billing cards, invoices and suppliers is off, update only, create and update
- Sync options for purchase orders is off, update only
Below an outline of the sync options and what they mean:
|Off||Data will not be retrieved from the accounting partner and information from Uptick will not sync to the accounting partner (you can still create or update records manually)|
|Create and Update||Records created from the accounting partner side will sync to Uptick and records created in Uptick will sync to the accounting partner.|
|Update only||Records created in Uptick will sync to the accounting partner and records created in the accounting partner will not sync to Uptick.|
It is recommended that your sync settings should be as shown in the screenshot above in order to get full functionality out of your accounting integration.
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.