Accounting

Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing

Avalara Integration

This guide details the integration of Avalara with Halo, enabling two-way customer synchronization and tax calculation for invoices, quotes, and sales orders. The process involves enabling the Avalara module, connecting to an Avalara tenant, importing customers, and setting synchronization preferences for various entities. It also covers voiding invoices and excluding specific customers from automatic tax calculations. The guide provides step-by-step instructions, emphasizing the importance of matching customer names and setting defaults for tax codes and items to ensure accurate synchronization.

Fortnox Integration

The article provides a detailed guide on integrating Fortnox with Halo. It covers enabling the integration module, connecting to Fortnox tenants, and importing tax rates, products, and customer data. It emphasizes the importance of having a Fortnox License with appropriate permissions. Users can synchronize customer and invoice information between Halo and Fortnox. It also addresses issues like errors during syncing and the necessity of assigning Fortnox IDs to customers for successful data synchronization. The guide recommends setting up tax rates and account codes to enhance efficiency.

QuickBooks Desktop Integration

The QuickBooks Desktop Integration allows syncing of invoices, customers, items, and tax rates between Halo and QuickBooks Desktop. It supports two-way sync for updates in Halo. Before setup, ensure only one QuickBooks version per server. Integration requires the Halo Accounts Integrator and API configuration. Enable integration under Configuration and set invoice preferences. Create an API-only agent with specific permissions. Download the Halo Accounts Integrator, and connect it with QuickBooks. Ensure necessary permissions in QuickBooks for sync operations and follow the order for data import/export to avoid errors.

Sage 200 Integration

Sage 50 Canada Integration (All Years)

Sage 50 UK Integration

The article provides a guide for integrating Sage 50 UK with HaloPSA to sync Customers, Products, and Invoices. The integration requires downloading a locally run application that connects to Halo through the Halo API, compatible from Sage v29 onwards. Setup involves creating a new application in Halo, setting authentication, and configuring permissions. Users connect to Sage via a specific username and password, and tax rates are configured in Halo. The article includes information on the company file location and notes that syncing doesn't cover Purchase Orders or Payments.

Sage Intacct Integration

The Sage Intacct Integration guide provides a comprehensive walkthrough of connecting and integrating Halo with Sage Intacct. It covers syncing invoices, credit notes, bills, and purchase orders between the platforms. The guide outlines steps to import customers, products, suppliers, and configure tax rates. Instructions for using both Halo and personal sender credentials, multi-entity and multi-currency setups are included. Key configurations such as accounts, tax mappings, and syncing options are detailed to ensure seamless data flow between the systems.

Xero Integration

The article provides a comprehensive guide on integrating Xero with another system, covering various aspects such as enabling the module, connecting to Xero, setting tax rates, importing customers, products, and suppliers, and syncing entities to Xero. It includes instructions on managing Xero tenants, authentication options, and configuring tracking categories and account codes. The guide also addresses the importance of linking tax and product codes for successful invoice syncing and offers troubleshooting tips for import and sync issues. Additional features like webhooks, default settings, and automatic generation of customer/product IDs are also explained.

Zomentum Integration