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Integration Overview

Key Features

  • Synchronization of financial data with QuickBooks Online and Xero
  • Automatic syncing of accounts, taxes, and customer details across platforms
  • Real-time tax rate and code synchronization for accurate calculations
  • Mapping of accounts for parts, customers, businesses, and labor costs
  • Automatic customer and business information updates between systems
  • Syncing of parts and inventory items as non-inventory or service items
  • Sales invoice synchronization from DreamzCMMS to QuickBooks Online and Xero
  • Automated journal entries for work order costs upon completion
  • Bills and purchase invoice synchronization for vendor-related expense tracking
  • Streamlined financial management with reduced manual data entry and errors

How it works

1

Set Up Codat Integration

Configure the integration within DreamzCMMS by entering the required credentials for QuickBooks Online and Xero, such as Company ID, Connection ID, and Authorization Key.

2

Enable Financial Platform Configuration

Activate the integration in DreamzCMMS’s system settings for QuickBooks Online and Xero to establish secure data synchronization.

3

Sync Master Data

Automatically synchronize key financial data, including accounts, taxes, business details, and customer information, ensuring consistency across platforms.

4

Map Accounts

Map accounts for parts, customers, businesses, and labor costs within DreamzCMMS to accurately categorize financial transactions in both QuickBooks Online and Xero.

5

Automate Parts and Inventory Updates

Sync parts and inventory items from DreamzCMMS to QuickBooks Online and Xero as non-inventory or service items, maintaining consistent records.

6

Sales Invoice Synchronization

Automatically transfer sales invoices created in DreamzCMMS to both QuickBooks Online and Xero for comprehensive financial tracking.

7

Post Journal Entries

Upon work order completion, automatically post associated costs as journal entries in both QuickBooks Online and Xero for accurate expense accounting.

8

Sync Bills and Purchase Invoices

Transfer purchase invoices and subcontractor-related bills from DreamzCMMS to both QuickBooks Online and Xero to ensure all expenses are accounted for.

The Benefits to Your Business

1

Dual Platform Synchronization

Effortlessly manage financial data across QuickBooks Online and Xero with real-time updates and seamless synchronization.

2

Enhanced Financial Accuracy

Reduce manual errors by automatically syncing accounts, taxes, invoices, and journal entries across all platforms.

3

Streamlined Workflow Automation

Automate processes such as sales invoice creation, purchase invoice updates, and expense tracking for improved efficiency.

4

Improved Inventory and Parts Management

Maintain consistent records of parts and inventory items across DreamzCMMS, QuickBooks Online, and Xero for better operational control.

5

Comprehensive Reporting and Insights

Access unified financial data and generate detailed reports to enhance decision-making and strategic planning.

FAQ

The integration connects DreamzCMMS with QuickBooks Online and Xero, enabling seamless synchronization of financial data such as accounts, taxes, invoices, and journal entries.

Yes, the integration supports both QuickBooks Online and Xero, allowing you to manage data across both systems simultaneously.

Tax rates and codes are automatically synced from QuickBooks Online and Xero to DreamzCMMS, ensuring accurate tax calculations for all transactions.

Yes, parts and inventory items in DreamzCMMS are synced as non-inventory or service items in QuickBooks Online and Xero.

Absolutely. Sales invoices created in DreamzCMMS are automatically synced with QuickBooks Online and Xero for accurate financial reporting.

Upon work order completion, associated costs are automatically posted as journal entries in both QuickBooks Online and Xero.

Yes, purchase invoices and bills, including subcontractor-related expenses, are synced between DreamzCMMS and both accounting platforms

Yes, the integration uses secure API-based connectivity to ensure reliable and encrypted data transfer.

You need an active QuickBooks Online or Xero account, Codat credentials, and a DreamzCMMS subscription to set up the integration.

DreamzCMMS provides comprehensive setup guidance, troubleshooting assistance, and training to ensure a smooth and successful integration process.