Integrating accounting software like Xero or QuickBooks with OfficeRnD can streamline your financial processes. However, certain common mistakes can hinder this integration. This article outlines these pitfalls and offers solutions to help you maintain a smooth and efficient accounting workflow.
Using OfficeRnD's invoice numbering instead of your accounting tool's sequence
Scenario: You used Xero or QuickBooks before adopting OfficeRnD but have set OfficeRnD to generate invoice numbers.
Solution: To prevent synchronization errors, configure OfficeRnD to follow your accounting software's invoice numbering sequence. This alignment ensures that invoice numbers don't conflict, reducing the risk of sync issues.
Enabling Auto-Sync during integration testing
Scenario: You activated the auto-sync feature with your accounting tool while still testing the integration.
Solution: We advise keeping the "sync manually" option active in the integration settings until you're ready to go live.
For Xero users: Set the default status of invoices sent from OfficeRnD to "Draft." This approach allows you to delete test invoices if needed, as approved invoices in Xero cannot be deleted; they are only voided.
Managing payments outside OfficeRnD but updating invoice status within Flex
Scenario: You handle payments outside of OfficeRnD but want to update invoice statuses in OfficeRnD through your integration with Xero or QuickBooks.
Solution: By connecting your bank account to Xero or QuickBooks and reconciling received payments there, you can automatically update invoice statuses in OfficeRnD. The integration facilitates this process by using the "Pull Charges" setting.
Creating invoices or Credit Notes directly in the accounting tool
Scenario: You create invoices or Credit Notes in your accounting software, expecting them to sync to OfficeRnD.
Solution: All invoices and Credit Notes should be issued in OfficeRnD, as it maintains a comprehensive record of services to be invoiced. This practice ensures consistency and accuracy across both platforms.
Integrating payment gateways previously used with Xero or QuickBooks
Scenario: You have previously used Xero or QuickBooks with a payment gateway and plan to connect it with OfficeRnD.
Solution: Ensure that the payment gateway is compatible with OfficeRnD. Review the list of supported payment gateway integrations →