> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/order-management/integrations/accounting-system.md).

# Accounting System

Connect OrderEazi to your accounting system, and choose what it sends and receives.

Typing every invoice into your accounting system a second time wastes hours and causes mistakes. OrderEazi connects to your accounting system, so the documents you create go across on their own, and your clients, suppliers, products, and payments come back. You choose your system once, then switch on each kind of document and record you want synced.

### Before you start

You'll need the **Accounting System** permission, in the **Integrations** permission group. If you don't have it, ask your OrderEazi administrator to add it to your role. You'll also need an administrator login for your accounting system.

### How to choose your accounting system

1. In the main menu, go to **Integrations** > **Accounting System**.
2. Under **Accounting System**, choose your system: **Palladium**, one of the two **Sage Evolution** options, **Sage One**, **Xero**, or **Quickbooks**. Choose **Standalone** if you don't use one.
3. Select **Save**.
4. Tick **Financial Importer** to bring records in from your accounting system.
5. Tick **Financial Exporter** to send documents out.
6. Select **Save** again.

You see "The Accounting System configuration has been saved successfully". The settings for your system then appear below. Nothing syncs until both the system and the two switches are saved.

> **Note:** Changing the system stops the old one syncing straight away, and the new one starts on its next run. Each system keeps its own settings, so switching back restores them.

### How syncing works

Below the two main switches, each system has its own switches for each kind of record and document. Some depend on others:

* **Credit Notes:** These only go across while the **Tax Invoice Exporter** is on, and wait for their invoice to sync first.
* **Supplier Invoices:** These only go across while the **Purchase Order Exporter** is on, and wait for their Purchase Order.
* **Supplier Returns:** These need the **Purchase Order Exporter** and **Supplier Invoice Exporter** on.

New clients, suppliers, and products go across when a document needs them. A document waits until its client, supplier, and products have synced. Once it has synced, it shows the accounting system's number for it.

**Example:** You choose Xero, tick **Financial Importer** and **Financial Exporter**, and turn on **Tax Invoice Exporter** and **Customer Credit Note Exporter**. A rep creates a Tax Invoice for a new client. Within a few minutes, OrderEazi creates the client in Xero, then the invoice, and the invoice shows Xero's number. When the rep later credits part of it, the Credit Note goes across and is allocated to the invoice.

### How rounding follows your accounting system

When your system's **Tax Invoice Exporter** is on, your accounting system decides how OrderEazi rounds money. The rounding options in System Settings are locked, so your invoices match your accounting system to the cent. To change the rounding, turn off the **Tax Invoice Exporter** and save, then change it in [System Settings](/order-management/settings/organization-setup/system-settings.md).

### The accounting systems you can connect

* [Palladium](/order-management/integrations/accounting-system/palladium.md): connected to your Palladium web service.
* [Sage Evolution](/order-management/integrations/accounting-system/sage-evolution.md): on your own server, connected with the OrderEazi connector.
* [Sage One](/order-management/integrations/accounting-system/sage-one.md): Sage Business Cloud Accounting, connected with your Sage login details.
* [Xero](/order-management/integrations/accounting-system/xero.md): cloud accounting, connected with your Xero login.
* [QuickBooks Online](/order-management/integrations/accounting-system/quickbooks-online.md): cloud accounting, connected with your QuickBooks login.

### Related pages

* [System Settings](/order-management/settings/organization-setup/system-settings.md): rounding and other organisation settings
* [Exchange rates](/order-management/settings/organization-setup/exchange-rates.md): rates your accounting system can supply