What you need
In order to integrate with an accounts package, you will need to be on the Gas Engineer Software Growth plan and an active QuickBooks or Sage accounts package.
Getting Started
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!
How it works
All customers, Invoices & Payments which are edited or created within Gas Engineer Software will sync across to your accounts package making your bookkeeping effortless and saving you time!
FAQ's
I already use QuickBooks/Sage, what happens to my customers already there?
Currently, Gas Engineer Software does not retrieve your customer data from the accounts package, this is a feature we will be looking to introduce in the near future.
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 both offer great products but with differences. We recommend you try both and see which package suits you and your business.
Any Problems?
If you are experiencing any problems with your integration or have a question which is not answered above please contact the customer support team.