How-to · Setting up

Send each day to your books

Connect QuickBooks Online or Xero, map the accounts once, and each closed day goes to your books as one journal.

1. Under Setup, open Accounting. Tap Connect QuickBooks or Connect Xero and sign in there. You come back connected.
2. Under the connection, each of Sparto's accounts your books have touched is listed with a dropdown of your own accounts. Choose one for each and tap Save mapping. Until every account a day touched is mapped, that day waits and says which are missing.
3. From then on each day goes by itself within an hour of the day closing, as one journal with a line per account. Under Journals, each day says Sent, when, and what it came to; tap Send on a day that waited, or Resend to send it again. Sending a day twice posts it once.

The owner connects and maps, with a password. A manager sees where it stands. Disconnect ends the connection and keeps the mapping and the log. If your books say the sign-in expired, connect again. The month-to-date CSV under Reports stays for a bookkeeper who imports by hand.