Integrations
This part of the guides covers connecting EVX Software to the systems your firm already uses for accounting and email, so invoices and messages do not have to be copied by hand.
What you will find here
- QuickBooks Online integration: connect your QuickBooks Online company so invoices pass to it automatically.
- QuickBooks Desktop integration: export invoices to a file that you import into QuickBooks Desktop.
- Sage 50 setup: connect EVX Software to Sage 50.
- Email accounts: connect your email accounts to EVX Software.
How it fits together
Your firm creates invoices in EVX Software from its projects, time, and expenses. The accounting integration then passes those invoices to the system where your books are kept. The setup pages here are for the administrator who connects each system once. To connect other systems, your developer or IT team can use the API.
Example: billing in EVX Software, books in QuickBooks Online
A firm bills its projects in EVX Software and keeps its books in QuickBooks Online. Its administrator connects the two once. From then on, the invoices the billing team prepares in EVX Software reach QuickBooks Online without being typed again, and the accounting team follows payments where it always has.
What you can do next
- QuickBooks Online integration to connect QuickBooks Online.
- QuickBooks Desktop integration to set up the file exchange with QuickBooks Desktop.
- Email accounts to connect email.