Integrations

Articles

• Xero
  • How to disconnect your Xero integration
  • Xero integration full overview
  • Xero integration video tutorial
  • How to set up the Xero integration
  • What data is synced between Planyard and Xero
  • How to connect chart of accounts in Xero
  • How to use tracking categories from Xero
• QuickBooks
  • QuickBooks integration full overview
  • How to set up the QuickBooks integration
  • What data is synced between Planyard and QuickBooks
  • How to connect chart of accounts in QuickBooks
• MYOB
  • How to set up and use the MYOB integration
• Sage
  • How to set up and use the Sage integration
• Connect accountant’s email for notifications
• Integration settings
  • How to stop cost from being pushed to your accounting integration