Integration with accounting software for reconciliation

Purpose

1. Automate the real-time synchronization of invoices, payments, and reconciliation data between business billing systems and accounting platforms for air compressor repair professionals.

2. Eliminate manual data entry, reduce reconciliation errors, and ensure consistent financial reporting across external CRMs, payment processors, and accounting ledgers.

3. Centralize all transaction data to provide a unified view of outstanding, paid, and overdue invoices for precise cash flow management.

Trigger Conditions

1. New invoice creation in the service management or billing platform.

2. Payment status update (partial, full, failed) in the POS or merchant gateway.

3. Invoice marked as reconciled or adjusted in the accounting platform.

Platform Variants

1. QuickBooks Online

• API: /v3/company/{companyId}/invoice
  
• Feature/Setting: Configure webhook listener for "InvoiceCreated" event to trigger sync.
  

2. Xero

• API: /api.xro/2.0/Invoices
  
• Feature/Setting: Enable "webhooks" for "invoice.created" and "payment.created"; map to reconciliation workflow.
  

3. FreshBooks

• API: /accounting/account/{accountId}/invoices/invoices
  
• Feature/Setting: Use "Webhook: invoice.created", "payment.created" endpoints.
  

4. Zoho Books

• API: /invoices, /payments
  
• Feature/Setting: Activate "Automation Rules" for invoice/payment status changes.
  

5. Sage Business Cloud

• API: /invoices, /transactions
  
• Feature/Setting: Integrate with "Sage API Events" for invoice and payment updates.
  

6. Wave

• API: /businesses/{businessId}/invoices
  
• Feature/Setting: Configure notification for invoice finalization to update accounting records.
  

7. MYOB

• API: /accountright/{guid}/Sale/Invoice/Service
  
• Feature/Setting: Set webhook for invoice creation/payment notification to sync records.
  

8. NetSuite

• API: /services/rest/record/v1/invoice
  
• Feature/Setting: Use Custom Event Listener for "invoice.created"/"payment.updated".
  

9. Microsoft Dynamics 365 Business Central

• API: /v2.0/{tenantId}/sandbox/ODataV4/Company('companyName')/SalesInvoices
  
• Feature/Setting: OData integration for new invoice/payment events.
  

10. SAP Business One

• API: /b1s/v1/Invoices
  
• Feature/Setting: Apply "Service Layer" event subscription for invoice and reconciliation activity.
  

11. KashFlow

• API: /invoices, /payments
  
• Feature/Setting: Activate "Webhooks" on invoice/payment objects.
  

12. FreeAgent

• API: /v2/invoices
  
• Feature/Setting: Listen for "invoice created" and "payment received" triggers.
  

13. Odoo Accounting

• API: /api/invoice
  
• Feature/Setting: Configure Odoo Automation Rule for invoices/payments status sync.
  

14. Bill.com

• API: /v3/bills
  
• Feature/Setting: Trigger workflows on "bill created" and "payment completed".
  

15. Oracle NetSuite

• API: /record/v1/invoice
  
• Feature/Setting: Event-driven sync on invoice save/approve.
  

16. Intuit QuickBooks Desktop

• Feature/Setting: Use Web Connector to trigger sync when invoice is posted/payment received.
  

17. Reckon One

• API: /resource/invoices
  
• Feature/Setting: Webhook configuration for new invoice/payment events.
  

18. Patriot Accounting

• API: /invoices, /payments
  
• Feature/Setting: Poll change events and trigger workflow for updates.
  

19. GnuCash (via File/REST)

• Feature/Setting: Automate by updating XML ledger or using REST plugin to mirror transaction updates.
  

20. AccountEdge

• API: /api/v1/invoices
  
• Feature/Setting: Trigger reconciliation when new invoice or payment is added via API.
  

Benefits

1. Real-time data consistency across operational and accounting systems.

2. Reduced labor and risk of errors from dual entry or omissions.

3. Faster reconciliation cycles, enabling timely business insights.

4. Improved compliance with audit-ready, traceable transaction logs.

5. Automated exception handling for failed or mismatched entries.