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 […]

Agent Notifications for Errors in the Halo Integrator/Email Processing

In this guide we will cover: – How to enable notifications, per agent, when there are errors in the Halo integrator or email services Agents can receive error notifications for Outgoing and Incoming emails as well as the Halo Integrator by using these settings located at Agent > Preferences > Notifications: Fig 1. Enable notifications […]

Fortnox Integration

In this guide we will cover: – Enabling the Module – Fortnox Tenants – Connecting to Fortnox – Tax Rates – Product Imports – Customer Imports  – Accounts Codes Imports – Syncing to Fortnox – Errors Please note that you need a Fortnox Licence with a subscription of appropriate permissions to be able to use […]

QuickBooks Desktop Integration

In this guide we will cover: – What is the QuickBooks Desktop Integration? – Things to Note Before Setting Up  – Setting up the Integration  What is the QuickBooks Desktop Integration? The QuickBooks Desktop integration allows you to sync your invoices from Halo over to QuickBooks Desktop. Allowing you to create invoices in Halo but […]

Xero Integration

In this guide we will cover: – Enabling the Module – Xero Tenants – Connecting to Xero – Tax Rates – Customer Imports – Tracking Categories and Account Codes – Product Imports – Charge Rates – Syncing to Xero Enabling the Module To enable the Xero integration, go to Configuration > Integrations > Billing, and […]