Accounting settings and Xero, QuickBooks and FreeAgent
Set up FX rates, tax codes and nominal codes, and connect Zigaflow to your accounting system
12 articles
- Import tax codes, account codes (nominal) and bank codes from Xero/QuickBooks/FreeAgentImport tax codes, nominal account codes and bank accounts from Xero, QuickBooks or FreeAgent into Zigaflow's financial settings.
- How to add a tax code manuallyAdd a new tax code manually from Financial Settings in Zigaflow by entering its details and saving it with the tick icon.
- How to add a currencyAdd a new currency to your Zigaflow account from Account Settings by selecting it from the currency dropdown and saving it.
- How to add or update currency exchange ratesGet the most of Zigaflow's multi-currency capabilities by setting up your exchange rates
- Set default tax codes and account/nominal codesWhen an item is added without a tax or account code, for example, from the edit or import, you can force it to populate with pre-set ones.
Xero integration
How to connect Zigaflow to Xero, configure the integration and post invoices to Xero
- How to connect to XeroConnect your Xero account to Zigaflow for the first time from the integrations page by signing in with your Xero login details.
- Xero tracking codesSet up Xero tracking codes as custom fields on items and invoices in Zigaflow so they export to Xero line items correctly.
- Reset the Xero connectionReconnect Zigaflow to Xero when the connection becomes stale, so you can export invoices again, by disconnecting and logging back in to Xero.
- Xero & Zigaflow synchronizationSet Zigaflow to automatically mark invoices and supplier invoices as paid when they are marked as paid in Xero, using the Xero integration settings.
QuickBooks integration
How to connect Zigaflow to QuickBooks, configure the integration and post to QuickBooks
FreeAgent integration
How to connect Zigaflow to FreeAgent, configure the integration and post to FreeAgent
- How to connect to FreeAgent with ZigaflowConnect your FreeAgent account to Zigaflow from the integrations page so you can post sales invoices and supplier invoices to FreeAgent.
- About the Zigaflow - FreeAgent connectionLearn what the FreeAgent connection can do, from importing tax and nominal codes to posting sales and supplier invoices from Zigaflow.