Steps:
Open the Connect Accounting Section
In your Account Setup, go to Connect Accounting.
Select Your Accounting Software
Click Connect to choose your accounting software. Supported options include:Sage 300
Sage Intacct
Dynamics 365
Freshbooks
Quickbooks Online
Sage Business Cloud
Oracle NetSuite
Wave
Xero
Configure Transaction Settings
Toggle Automatically pull bills into Quickly if you want to automatically sync bills.
Customize additional settings, such as Vendor Swap, Payments, and Discounts, to fit your needs.
Go Through the Steps and Click Continue
Follow the prompts to connect your software. Once the connection is complete and settings are configured, click Continue to finalize.
If your preferred accounting software is not listed, please contact our support team for assistance with integration options.