After you’ve given your company information, you’ll be asked to connect your accounting software.
Simply select your preferred software from the list, and you’ll be redirected to the provider’s login page where you’ll be asked to validate TradeLock’s access to your data.
If you don't use any of the listed accounting software providers you can instead select other: add invoice manually to provide your invoice information manually.
TradeLock works with the following accounting packages:
- Clear Books
- Sage 50
- Sage One
- QuickBooks Online
If you don't use one of these, click on "Other". We’re integrating new software all the time and will inform you when yours is ready. Sharing your accounting data allows us to sync your data daily.
When you accept to share your accounting data with us, we will be able to sync your data everyday, except for Xero which only gives us 30 minutes’ access every time you log in.
Clear Books and KashFlow will ask you to enter an API key
FreeAgent, QuickBooks Online, QuickBooks, Exact, FreshBooks, and Sage One will ask you for your login details.
Sage 50 and QuickBooks Desktop will ask you to download a connector and link your account with a License key.