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.  

TradeLock works with the following accounting packages:  

  • Clear Books
  • Exact
  • FreeAgent
  • FreshBooks
  • KashFlow
  • QuickBooks
  • QuickBooks Online
  • Sage 50
  • Sage One
  • Wave
  • Xero
  • Zoho Books

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 on an ongoing basis.

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.

Did this answer your question?