Description | This article enumerates the various pieces of data that your Forwardly account accesses from your accounting softare. |
Objective | At the end of this article, you should have a good understanding of the data pulled by your Forwardly account from your accounting system. |
Estimated reading time | 2-3 minutes |
As a business owner, or at least from the standpoint of someone in charge of critical business data, it is important to know what exactly Forwardly imports from connected accounting software.
Forwardly imports every aspect of data from the synced accounting system that enables it to generate cash flow forecasting reports, including details of your accounts receivable and accounts payable, among others.
The grid below enumerates the specific data units that Forwardly imports from your accounting software system.
Data Imported
QuickBooks Online |
Xero | MYOB |
Sage Business Cloud |
Microsoft Dynamics 365 |
Oracle NetSuite | |
Contacts::Customers | ||||||
Contacts::Vendors | ||||||
Contacts::Employees | ||||||
Chart of Accounts | ||||||
Invoices::Outstanding | ||||||
Invoices::Paid | ||||||
Invoices::Partially Paid | ||||||
Bills::Outstanding | ||||||
Bills::Paid | ||||||
Bills::Partially Paid | ||||||
Invoice Payments | ||||||
Bill Payments | ||||||
Trial Balance::Cash Today | ||||||
Journal::P&L |