Integrations

Accounting connections are in your business's settings. You need to be an admin or the owner.

1. Click the cog at the top right, then Companies.
2. Click Edit company on your business.
3. Scroll down to Xero, MYOB or QuickBooks.

Google Calendar is in your own profile, because each person connects their own calendar. See Google Calendar below.

Xero can get your timesheets for payroll, and your invoices, payments and refunds for your books.

To connect:

1. Under Xero, click Connect Xero.
2. Sign in to Xero and pick your organisation.
3. Allow TradieFiles access. You come back to TradieFiles, and it says Connected.

To send timesheets:

1. Under Xero, pick the dates under From and To.
2. Click Sync timesheets.

To send invoices as you go:

1. Under Invoices, turn on Send invoices, payments and refunds to Xero.
2. Pick your Sales account and the bank account that Payments go into.
3. Pick the tax rates for Lines with GST and Lines without GST.
4. Click Save.

From then on, each invoice goes to Xero when you send it to the customer. Refunds go as credit notes. See Invoices.

To stop, click Disconnect.

MYOB and QuickBooks can get your timesheets for payroll.

1. Under MYOB or QuickBooks, click Connect MYOB or Connect QuickBooks.
2. Sign in and allow access. You come back to TradieFiles, and it says Connected.
3. Pick the dates under From and To.
4. Click Sync timesheets.

To stop, click Disconnect.

Put the scheduled jobs you have access to into your own Google Calendar, so they show on your phone's calendar too.

1. Click the cog, then Profile.
2. Under Google Calendar, click Connect Google Calendar.
3. Sign in to Google and allow access.
4. Back in TradieFiles, make sure Sync my scheduled jobs to this calendar is ticked.

Jobs are added and updated by themselves. When a job loses its date, or is deleted, it comes off your calendar. To pause syncing, untick the box. To stop for good, click Disconnect.