Integrations - Accounting

Integrating FlexPoint with Your Accounting System

Import invoices, sync payments, and manage client data seamlessly

Integrating FlexPoint with your accounting system allows you to:

• Import historical and new invoices directly from your accounting system including invoice line item details
• Import client information directly from your accounting system
• Two-way sync allows payments and deposits to be automatically posted to your accounting system

Available Accounting System Integrations

To get started, click the logo of your accounting system:

Once you've connected your accounting system to FlexPoint and are starting to import invoices and customer records, there are a few settings that must be configured prior to accepting payments.

Required Account Configurations

FlexPoint Fees Account	Any applicable fees are recorded in the FlexPoint Fees Account, which is created automatically in your accounting system and can be set as a sub-account if needed. Changing the naming convention will result in sync failures.
Invoice Deposit Account	Used to record deposits in your accounting system and needs to match the same bank account where your payments are sent. This is not indicative of where funds are being sent for deposit.
Invoice Line Item Account	Used in the event you create invoices in FlexPoint or are on GL Connect. If a product exists on an invoice but is not in your accounting system product catalog, FlexPoint will map the product to this income account.
Invoice Sync Options	Used to control how Payment Terminal transactions sync into your accounting system. Choose between Sales Receipts or Unapplied Payments for flexibility pertaining to payment reconciliation.