This describes how to connect your accounting system to ScaleXP. Follow these steps to connect a new ScaleXP entity for the first time or to re-connect if your connection link is broken.
ScaleXP currently connects directly to these accounting platforms:
- Xero
- QuickBooks
- Zoho Books
If you need to set up one or more new entities in ScaleXP, use this link and/or contact support@scalexp.com.
Adding a connection is found here: Load Data (top navigation menu) > Connections (left sidebar)> + Add a Connection.
- Connect your accounting system.
- Select the ScaleXP entity to connect in the dropdown selector (top right)
- Select the accounting system (for example, Xero, QuickBooks, Zoho Books) and follow the prompts to log into your system.
- Select the entity to connect. Be careful to select the entity which matches the ScaleXP entity (top right of ScaleXP page) and that the two are in the same currency.
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If the account you wish to connect is not listed, ensure that
- you have logged into your accounting system with the same email address that you used for ScaleXP and
- the email address has the relevant permissions in your accounting system.
- If you need to make a change to the ScaleXP name or currency, contact support@scalexp.com.
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If the account you wish to connect is not listed, ensure that
2. Set the parameters for the data you wish to import into ScaleXP. (View settings later in Connections>three dots>Configure).
- Financial Data (P&L, Balance Sheet): Choose a Start Date for your P&L and balance sheet data (accounting data). We recommend using the start of your financial year going 1-2 years back.
- Invoice Data: Select a Customer Start Date for invoice level detail. Choose a date which includes the earliest sales invoice impacting the deferred revenue and customer analysis you wish to review in ScaleXP.
- Tracking categories: If you use Xero Tracking Codes or QuickBooks Classes and wish to have those imported to ScaleXP, turn on the toggle for Import tracking categories.
- Budgets & Forecasts: If you wish to import one or more budgets from your accounting system, turn on the Auto Sync budget data and select the Start Date and End Date for the budget(s) you wish to upload. (You can upload budgets outside your accounting system later).
- Date format: If your invoices use the American date format (Month/Day/Year), then change the Date Format default, initially set to the British/International system of Day/Month/Year.
- Save
3. Click on the Sync now button.
4. Set your financial year start month: If your financial year starts in a month other than January, go to Settings (top right) > Organisation settings (left sidebar) > Define Your Financial Year (Edit button).
5. Repeat these steps for each entity in a consolidated company.
See more basic setup options here: Basic setup: Settings to configure when getting started
You are now ready to set up your P&L and Balance sheet and configure your customer revenue data.