Accounting sync
Your books match your jobs, without typing anything twice.
Connect Xero or QuickBooks Online and TaggIQ syncs invoices, payments, credit notes, customers and supplier bills as your team works. No double entry and no end-of-month export.
Setup
Connected in a few minutes.
Click connect, sign in to your Xero or QuickBooks account and authorise. TaggIQ maps your chart of accounts, tax rates and currencies automatically. No CSV imports and no manual mapping.
- Secure sign-in connection, with no API keys or credentials to manage
- Automatic chart of accounts and tax rate mapping
- Works with Xero and QuickBooks Online
- Switch providers any time without losing history
Automatic sync
Create it in TaggIQ, see it in your books.
Invoices, payments and customer contacts you create in TaggIQ appear in your accounting software as you work. No manual export and no batch upload at the end of the month.
- Invoices sync when you create them
- Payments sync when recorded, including deposits and final payments
- Purchase orders sync as supplier bills for accurate cost tracking
- Customer contacts and credit notes sync with full detail
Reconciliation
Month-end without the export marathon.
Because each transaction syncs when it happens, your books stay up to date. No end-of-month exports and no hunting for the invoice that never made it across.
- Syncing as you go removes month-end data entry
- Duplicate prevention keeps the books clean
- Automatic retry on temporary failures
- Sync audit log for your accountant to review
Visibility
See the sync status of every record.
Every invoice, payment and contact shows its sync status on the record: when it last synced, whether it is in sync, and the matching reference in your accounting software.
- Sync status badge on every invoice and payment
- Cross-reference to the record in your accounting software
- Error alerts with clear resolution steps if a sync fails
- Bulk re-sync for recovery after outages
The details
Built for the sync problems shops actually hit.
Duplicate prevention, error recovery and a full audit trail are part of the sync, not afterthoughts.
Duplicate prevention
Records are matched before they are created, so nothing is duplicated in your accounting software, even when a sync retries.
Purchase order sync
Purchase orders sync as bills, so supplier costs flow through automatically for accurate margin reporting.
Error recovery
If a sync fails, TaggIQ retries automatically. Persistent failures show up clearly so they can be fixed.
Audit trail
Every sync event is logged with a timestamp and result. Export it for your accountant or a compliance review.
AI agents
Which AI agents use your accounting data?
With your books in step, agents can read order history and supplier costs from the same place your accountant does.
- Repeat Order Agent Proposed build Gets in touch when a customer is due to reorder. See the Repeat Order Agent
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
Related features
FAQ
Questions about accounting sync
Which accounting software does TaggIQ connect to?
Xero and QuickBooks Online. You connect with a secure sign-in, with no API keys to manage, and TaggIQ maps your chart of accounts and tax rates automatically.
What syncs to my accounting software?
Invoices, payments (including deposits and final payments), customer contacts and credit notes. Purchase orders sync as supplier bills, so supplier costs are in your books for margin reporting.
What happens if a sync fails?
TaggIQ retries automatically on temporary failures. Anything that still fails shows an error with clear steps to fix it, and you can bulk re-sync after an outage.
Will syncing create duplicate records?
No. Records are matched before they are created, so a retry does not duplicate an invoice, payment or contact in your accounting software.
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