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Connect a Company With Your Accounting System
Connect a Company With Your Accounting System

There are many ways that Base connects with accounting software. This article will detail how to connect an organization

Kason McCaskill avatar
Written by Kason McCaskill
Updated over a week ago

Connecting Companies You Do Business With to Your Accounting System in Base


Base is a software solution that improves how service providers manage their processes. From client requests and job workflows to handling accounts receivable (AR) and accounts payable (AP), Base guarantees streamlined and efficient business operations.

Synchronizing Your Business Contacts for Financial Clarity:

1. The Challenge:

When navigating the financial aspects of business services, it's important to have precise and clear steps. One crucial step is to ensure that the data of the companies you do business with is synchronized with your accounting software, like Xero. This ensures accurate reconciliation and gives you a clear view of your financial standings with these companies.

2. Base’s Solution:

Base offers a solution to keep your company data in sync with Xero, ensuring that your financial records are always up-to-date, accurate, and easily accessible.

3. Step-by-Step Guide to Connect a Company to your Accounting System:

Step 1: Navigate to Companies Tab:

On your Base dashboard, find and click on the 'Companies' Tab to view all the companies associated with your organization.


Step 2: Sync:

Look for the company you wish to sync with your accounting system. Click on the drop-down arrow next to the 'Archive' button associated with the company, and select the Push to Xero option.


Step 3: Confirm:

A modal will appear asking for confirmation. Review the information to ensure it’s accurate, then click the Push button at the bottom.


Step 4: Re-authenticate if Necessary:

If your session has expired or is invalid, a prompt will appear asking you to re-authenticate. Click Re-authenticate and ensure that the connected organizations listed are correct. Click Continue to proceed.



Step 5: Finalize the Sync:

Once re-authenticated, click the Push button again to complete the synchronization process.


Productivity of Accounting with Base:

By syncing your company data with Xero through Base, you ensure consistent and accurate financial information. Not only does this save time and reduce errors, but it also streamlines your AR and AP processes. Once your companies are synced, take the next step by exploring our guide on Pushing Invoices to Xero. Experience the full potential of your B2B service provision with Base – Efficiency, clarity, and financial control, all in one place.

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