This article is Step 1 of Understanding Accounting Integration - Getting Connected
To see all the steps of Understanding Accounting Integration, please review - Overview - Understanding Accounting Integration
Step 1 - Getting Connected
The first step in connecting your accounting package (QuickBooks Online / Xero) to Blackpurl is that the Dealership will need to invite Blackpurl as an Accountant / Adviser
Instructions are in the following relevant links found in our Blackpurl Knowledge Base and the launch guide provided by your Activation Team will provide the details also:
Getting Ready for Accounting Integration - Xero
Getting Ready for Accounting Integration - QuickBooks Online
Upon receipt of your invitation, Blackpurl will accept the invite and then link your accounting system to your Blackpurl
Once connected you will be able to see this from System Settings > Accounting integration
Once you click on Accounting Integration, the first tab is Accounting Provider
It will show you what accounting package you are connected to and the name of the business attached
If you wish to test the connection, click
Next Step is - Understanding Accounting Integration - Step 2 Chart of Accounts