Accounting

Connect

You can connect one accounting system at a time.

1. On the Integrations tab in Settings, choose Connect for your system.
2. For QuickBooks, Xero, or MYOB, sign in to authorise Zami. For Reckon Hosted, first add a Zami user with Full Access in Reckon in multi-user mode, then choose the company file and enter that user’s username and password.
3. In Configure, choose what to sync: customers, suppliers, purchases, products, and sales. Stock can also sync if you do not track best-before dates.
4. Choose Initialise to run the first sync.

Use trial mode copies items across unchanged, which is useful for checking the setup first.

Accounts

On the integration’s page, set the Default sale account, Default purchase account, and Default delivery account. You can also set an account on individual customers and products.

Sync again

Choose Sync on the integration’s page to run it again, with options to resync customers, suppliers, products, sales, and purchases. Disconnect removes the connection.