In order to integrate with an accounts package, you will need to be on the Gas Engineer Software Growth plan and an active QuickBooks, Sage or Xero accounts package.

Step 1 - Log into the web portal

Step 2 - Head to Settings and then Integration Settings

Step 3 - On the relevant accounts package, click the authenticate button

Step 4 - A window will pop up with the relevant software. Log in and allow Gas Engineer Software access

Step 5 - You will be direct back to Gas Engineer Software and asked to select which bank account you'd like to use

Step 6 - Check the boxes to sync your customer and invoices and then Save those changes

Now you are all done!

All customers, Invoices & Payments which are edited or created after the integration is set up within Gas Engineer Software will sync across to your accounts package making your bookkeeping effortless and saving you time!

I already use QuickBooks/Sage/Xero, what happens to my customers already there?

Gas Engineer Software now allows to import your customers from your accounting software. If you login to the website and click on the customers tab, you will see a button that says 'Action'. If you click on this you will see another button that says 'Import from QuickBooks/Sage/Xero'. After clicking on this the software will start to sync over your customers. You will receive a notification stating if the sync has been successful or not under your notifications. You can find these by clicking on the bell icon to the left of the universal search bar at the top of the page.

What about my historical invoices?

Gas Engineer Software will not automatically send your historical data to the accounts package. However, a quick edit of an invoice will sync that data. An edit can simply be clicking Edit and then re-issuing it (you don't need to email it again).

I don't have an accounts package, what one should I use?

QuickBooks, Sage & Xero all offer great products but with differences. We recommend you try all of them and see which package suits you and your business.

If you are experiencing any problems with your integration or have a question which is not answered above please contact the customer support team.