Integrating Plannit with your Acomba system allows you to transfer all of your sales and payments made into Plannit in batches, to eliminate information manipulation and save time.
Once installed, you will be able to centralize all invoice creation and sending in Plannit, as well as payment capture, in order to have only one place to manage your information. At the end of each accounting period, you will only have to extract the information from Plannit and it will be imported into Acomba to allow you to reconcile and prepare your financial statements.
Tips and tricks
Once the integration is done, it is important to centralize the transactions in Plannit i.e. quotes, invoices and payments must be done in Plannit in order to link all your information properly and avoid manipulation in 2 different systems. All transactions related to sales and payments made in Plannit will be transferred to your GL accounts and you can always refer to Plannit for details on each customer, transactions, etc.
Additional guides for integration
To help you set up and manage the integration, here are some handy guides: