Manually sync from Xero, QuickBooks or Reckon One to Halaxy

A manual sync allows you to sync and unsync individual invoices and expenses in Halaxy from an existing invoice or expense in Xero, QuickBooks or Reckon One.

When you set up Halaxy to sync to your accounting software, the sync is one way. Changes flow from Halaxy to your accounting software, but not vice versa. If you make changes in your accounting software, they don't reflect in Halaxy.

Manual syncing allows you to reflect changes back from your software to Halaxy by applying a syncing key from your accounting software to the relevant invoice or expense in Halaxy.

Sync an invoice or expense from Xero, QuickBooks or Reckon One to Halaxy

To establish a link between an existing invoice or expense in your accounting package to an an invoice or expense in Halaxy:

  1. In your accounting software, open the invoice or expense and copy the transaction ID in the URL of your browser's address bar. (See below for examples.)

    • Xero

      The ID at the end of the URL of the browser address bar for a Xero transaction is highlighted
    • Quickbooks

      The number at the end of QuickBooks URL for an invoice is highlighted
    • Reckon One

      In Reckon, the ID at the end of a transaction URL is highlighted in the browser bar
  2. In Halaxy, open the invoice or expense. In the top right, click Xero / QuickBooks or Reckon to view the sync history.

  3. If there is a syncing history, next to the invoice or payer, click the Icon-Edit.svg edit icon. If there is no syncing history, click Add Sync.

    A pop-up titled Syncing History, with links to the accounting package
    A pop-up titled Syncing History, with buttons to add a sync or sync the transaction
  4. For Sync ID, paste the transaction ID you copied from Xero, QuickBooks or Reckon One and click Save.

    A pop-up titled "Add a Sync Record", with a field to enter a Sync ID

The invoice or expense is now linked between Halaxy and your accounting software.

If you want to resync the invoice or expense from Halaxy to your accounting software, click the sync button in the sync history.

Note

If you manually sync an invoice with a payment, the payment will not be synced to your accounting software to avoid potential double counting. Automatically synced invoices will still sync payments to your accounting package if you have enabled payments syncing.

Updated

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