Sage 200 Integration

In this guide we will cover: – What is the Sage 200 Integration? – Requirements – NetHelpDesk.Sage200Invoicer – Connecting to Sage – Importing – Invoicing  What is the Sage 200 Integration? The Sage 200 integration allows connection into Halo to create invoices, and the integration is 2-way for easy import of data. You can retrieve […]

Dynamics Business Central Integration

In this guide we will cover: –  What is the Dynamics Business Central Integration? – Enabling the Integration – Creating an Azure Application – Connecting to Dynamics Business Central Companies – Imports – Setting a Default Company – Syncing to Dynamics Business Central – Applying Templates from Dynamics Business Central (v2.204+) What is the Dynamics […]

QuickBooks Online Integration

In this guide we will cover: – What is the QuickBooks Online Integration? – Enabling the Module – Connecting to QuickBooks Online – Tax Rates – Customer Imports – Product/Item Imports – Suppliers – Syncing to QuickBooks Online – Automatic Sales Tax What is the QuickBooks Online Integration? The integration with QuickBooks Online allows you to […]

Fortnox Integration

In this guide we will cover: – What is the Fortnox Integration? – 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 […]

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 What is the Xero Integration? The Xero integration allows you to configure tax rates, customers, items […]