Bring in accounting actuals from Quickbooks Online, Xero, NetSuite, QuickBooks Desktop or Sage Intacct
Linking Jirav to your accounting system imports your Trial Balances as well as defines the basis of the Chart of Account & Department structure within Jirav.
To link your accounting system to Jirav, go to Setup ⚙️ > Actuals and select CONNECT next to your accounting system.
You'll then be prompted to connect to the selected accounting system. Note, there are required user permissions that the login user must be assigned in the accounting system to create a valid connection to Jirav. More specific instructions for each accounting system can be found by following the links below.
Did you know?
- Once you link your accounting system to Jirav, accounting data will automatically import each night for the last 60 days. (NOT APPLICABLE FOR QUICKBOOKS DESKTOP)
- If you need to refresh accounting data immediately or go back further than 60 days, utilize the IMPORT option from Setup > Actuals.
Additional Resource: Accounting Integration Capabilities