Description | This article outlines 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 forecasts, including details of your accounts receivable and accounts payable, among others. By grabbing details about invoices due to your business, we make it easy to request instant payments from your clients.
Data Imported
QuickBooks Online | Xero | |
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 | ||
Journal |