This article is Step 1 of Understanding Accounting Integration - Getting Connected


To see all the steps of Understanding Accounting Integration, please review - 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 into 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