With FinanceConnector you can integrate various accounting softwares with Daylite.
The following table gives you an overview of which information is passed on to which accounting software when using FinanceConnector.
function overview of the accounting software |
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Function | QuickBooks | SevDesk | FastBill | MonKey Office / Shakehands | Topix | lexoffice |
transfer people and companies | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
transfer projects | - | - | - | - | ✔︎ | - |
transfer opportunities | ✔︎ | ✔︎ | ✔︎ | - | - | ✔︎ |
update data sets | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
transfer accounting information to Daylite | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
link Daylite data with accounting software | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
product mapping | ✔︎ | - | - | ✔︎ | ✔︎ | - |
product import | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ | - |
measure project times | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
change of clients | not official | not official | not official | ✔︎ | ✔︎ | not official |
download PDF invoices | ✔︎ | ✔︎ | ✔︎ | - | - | ✔︎ |
open invoices in accounting software | ✔︎ | ✔︎ | - | - | - | ✔︎ |