Billing & Cost Sharing
QuickBooks & Xero Sync
Accounting sync sends the financial activity of Resyrv to QuickBooks Online or Xero. Thus your books stay current, and you do not enter data two times.
How to connect a provider
Open Settings, then Accounting sync (in the Billing group). Connect QuickBooks Online or Xero from its tab. The page has its own permission and module. You must enable the two before the page shows.
How to map accounts
On the Chart of accounts page, map the charge categories of Resyrv (flight revenue, dues, fuel, and the others) to accounts in your books. This page is also under Settings in the Billing group. Each destination (QuickBooks, Xero, or a CSV export) has its own mapping. Thus select one from Target system before you edit. Resyrv proposes sensible defaults, and then you adjust them.
Sales tax
If you collect sales tax, use the tax pickers to connect the tax handling of Resyrv to the tax codes in your accounting system. Thus synced transactions have the correct tax treatment.
What syncs
Invoices, payments, and credits go to the connected books, as your settings specify.
The accounting sync report
An accounting sync report shows what Resyrv synced and shows items that need attention. Thus you can reconcile Resyrv with your books and find gaps before the end of the month.
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