Accounting integration
VOGSY can integrate with well-known accounting software platforms like Xero and Intuit Quickbooks Online. You can set the level of synchronization and map the necessary fields between the products so that relevant data can be synced. Since accounting data can contain information about organizations and contacts, this information is also shared between VOGSY and your accounting software.
Levels of synchronization
VOGSY offers the following levels of integration:
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Level 1 will allow you to sync your accounts receivable data. The project invoices are generated in VOGSY and synced to your accounting software.
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Level 2 will allow you to sync your accounts receivable data and your accounts payable data. The project invoices and purchase invoices are generated in VOGSY and synced to your accounting software.
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Level 3 will allow you to sync your accounts receivable and your accounts payable data. It will also sync all of your accounting software’s journal entries/financial transactions to VOGSY, depending on your journal mappings.
Integration flows
You can sync VOGSY with the following accounting software platforms:
The tables that follow list the steps to follow to integrate each platform with VOGSY.
Sage Accounting
Step | Action |
---|---|
1 |
Connect VOGSY to your accounting software. |
2 |
Set the level of integration between VOGSY and your accounting software. |
3 |
Map accounts between VOGSY and your accounting software. |
4 |
If you have activated Level 2, Map ledger accounts between VOGSY and your accounting software. |
5 |
Import organization and contacts data into VOGSY from your accounting software. |
Quickbooks Online
Step | Action |
---|---|
1 |
Connect VOGSY to your accounting software. |
2 |
Set the level of integration between VOGSY and your accounting software. |
3 |
Map accounts between VOGSY and your accounting software. |
4 |
Map departments and cost centers between VOGSY and your accounting software. |
5 |
If you have activated Level 2 or Level 3, Map ledger accounts between VOGSY and your accounting software. |
6 |
Import organization and contacts data into VOGSY from your accounting software. |
Exact
Step | Action |
---|---|
1 |
Connect VOGSY to your accounting software. |
2 |
Set the level of integration between VOGSY and your accounting software. |
3 |
Map journals between VOGSY and your accounting software. |
4 |
If you have activated Level 2 or Level 3, Map ledger accounts between VOGSY and your accounting software. |
5 |
Import organization and contacts data into VOGSY from your accounting software. |
Xero
Step | Action |
---|---|
1 |
Connect VOGSY to your accounting software. |
2 |
Set the level of integration between VOGSY and your accounting software. |
3 |
Map accounts between VOGSY and your accounting software. |
4 |
If you have activated Level 2 or Level 3, Map ledger accounts between VOGSY and your accounting software. |
5 |
Import organization and contacts data into VOGSY from your accounting software. |