MYOB set up guide
logging a ticket to record time for creating the 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 set up guide
logging a ticket to record time for creating the 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 menu icon. Once the module has been enabled, click the […]
Sage Business Cloud Integration
In this guide we will cover: – Enabling Sage Business Cloud – Connecting to Sage Business Cloud – Tax Rates – Accounts – Customers – Products – Syncing to Sage Business Cloud The Sage Business Cloud integration can be used to import tax rates, accounts, customers and products into Halo, and sync customers, products and […]
Accounting Integrations Comparison
Functionality Quickbooks Online Quickbooks desktop Sage Business Cloud Sage 200 Sage 50 Sage Intacct Xero Can import Customers/Clients ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of Customers/Clients ✓ ✓ ✓ ❌ ✓ ✓ ✓ Can import items ✓ ✓ ✓ ✓ ✓ ✓ ✓ Two way sync of items ✓ ✓ ✓ […]
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 […]
Halo Accounts Integrator Setup
In this guide we will cover: – Setting up the API Application The Halo Accounts Integrator is required to integrate with the following Accounting Software/Tools: Sage 50 UK Sage 50 Canada QuickBooks Desktop (All regions) The Halo Accounts Integrator must be run on the same network as the Accounting Software but connects to Halo using […]
SnelStart
In this guide we will cover: – Generating a SnelStart Key – Linking SnelStart to Halo – Enabling the Halo Integrator – Importing Ledgers, Customers and Products – Invoicing Admin Guides: Accounts Codes General Settings (Billing) Tax Rates Generating a SnelStart Key Note: SnelStart only allows this integration method with the inZicht or inControle plans, […]
Sage Canada 2023
The link below returns a version of the Accounts Integrator that should work for Sage Canada 2023. This will not work for any previous version of Sage Canada – other account platforms should be fine. https://s3.nethelpdesk.com/ftp/HaloAccountIntegratorSageCA2023.zip
Exact Online Integration
In this guide we will cover: – How to connect your Halo instance to your Exact Online – How to import and sync entities from Exact online – How to connect multiple exact online companies The Exact Online integration uses a one way sync to push data from Exact online into Halo, allowing you to […]
Sage Intacct Integration
In this guide we will cover: – Connecting to Sage – Tax Rates – Accounts Codes – Clients – Items – Invoices Connecting to Sage You can enable this integration either in Configuration > Integrations or in Configuration > Billing. Currently as Halo doesn't have a developer licence you will have to use your own […]
