MYOB set up guide
MYOB set up guide Enabling the Module To enable the MYOB integration, go to Configuration > Integrations > Accounts and Payments and enable the module using the plus icon in the top right-hand corner of the MYOB icon. Once the module has been enabled, click the MYOB icon to begin configuring it. MYOB Tenants […]
Sage 50 UK Integration
In this guide we will cover: – Downloading the Application – Setting up the Integration Downloading the Application The Sage 50 UK (Desktop) integration has recently moved to a new application that is run locally but connects to your HaloPSA instance using the Halo API. Sage will need to be on v29 for the integration […]
Zomentum Integration
The Zomentum integration was developed by Zomentum so the documentation is produced by them and can be found via the link below. https://help.zomentum.com/support/solutions/articles/44002400466-halo-psa-integration
Quickbooks Online with Combined Tax Rates (GST/PST/HST)
HaloPSA does not import the Tax Rates for combined Tax Rates as the concept does not yet exist. To work around this you can create a Tax Rate manually that represents this and set the Tax Rate to one of the Combined Tax Rates and the Tax Code to the Combined Tax Code as below.
Sage Intacct Integration
In this guide we will cover: – What is the Sage Intacct Integration? – Connecting to Sage – Tax Rates – Accounts – Importing Customers – Importing Products – Supplier Import – Currency – Syncing Invoices, Credit Notes, Bills and Purchase Orders – Syncing with Sage Intacct – Integrating when using Multi-Entity Distributed (MED) or […]
Sage50 Canada Integration (Beta Release)
In this guide we will cover: – Downloading the Application – Connecting the Application Downloading the Application Download the latest Integrator Application from : https://s3.halopsa.com/HaloAccountsIntegrator.zip Connecting the Application Connect to the API. Enter credentials and file path for the .SAI file (location can be found by going to File > Properties in Sage) Follow instructions […]
QuickBooks Invoice ID Blank
In this guide we will cover: – Troubleshooting a Blank Invoice ID Troubleshooting a Blank Invoice ID When creating invoices in Halo and syncing across to QBO there can be an issue where the invoices don't have an ID number inside of QuickBooks. You want to turn off custom transaction numbers using the guide below. […]
Avalara Integration
In this guide we will cover: – Enabling the Avalara Module – Connecting to Avalara – Importing Customers – Syncing Entities – Voiding an Invoice What is the Avalara Integration? The Avalara integration allows you to complete a two way sync of customers between your Halo and Avalara instance. You can also send invoices, quotes […]
Sage 200 Integration
In this guide we will cover: – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing Link for Halo Sage Integrator – https://s3.halopsa.com/Sage200Invoicer.zip Requirements Before you can begin configuring the integration in Halo, there are a selection of minimum requirements that must be met, and some additional work outside of the Halo application […]
QuickBooks Online Integration
In this guide we will cover: – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Enabling the Module To enable the QuickBooks Online integration, go to Configuration > Integrations > Billing, and enable the module using the plus icon in […]
