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Finance

How to link MagManager with an accounts package

MagManager allows you to sync your financial detail with third party account apps.

We have full partnership agreements with Xero and KashFlow that enable you to directly transfer your invoices.

QuickBooks, Sage & FreeAgent are also supported through their APIs.

When connected to an accounts app, a box to access their settings will display under Accounts, example below displays Xero.

Step 1 - Go to to main Settings page.

Step 2 - Under Accounts > Select Xero / KashFlow / QuickBooks / Sage / FreeAgent, as applicable.

Each app has their own features, the links below cover how to connect MagManager to the various account apps:

Xero - Getting Started: Linking MagManager to Xero

KashFlow - Getting Started: Linking MagManager to KashFlow

QuickBooks - Getting Started: Liking MagManager to QuickBooks

Sage - Getting Started: Linking MagManager to Sage

FreeAgent - Getting Started: Linking MagManager to FreeAgent

Overview of invoicing screen Before you start invoicing How to create a single invoice (client record financial tab) How to create a batch of invoices (from the invoicing screen) How to cancel an invoice How to pay an invoice How to cancel a payment How to send a statement How to add a purchase order number How to access financial reports How to set up invoicing periods How to set up twice per issue invoicing How to link MagManager with an accounts package Multiple invoice templates FAQ: Why is VAT not being added to the invoice? Direct Debit Clients How to invoice when linked to Xero, QuickBooks, Sage, KashFlow or FreeAgent How to mark a booking as invoiced Invoice Not Transferring to Xero, QuickBooks, Sage, KashFlow or FreeAgent Commission reports

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