Integrating SevDesk accounting software with 6Storage will synchronize the sales invoices, receipts, and other crucial data for improved financial management and analysis. And there are plenty of things you can do by integrating SevDesk with 6Storage. For a start, log in to your SevDesk account and you can see all the functionalities in the side navigation menu.
- Invoices - You can create/cancel invoices, and credit notes, create reminders for unpaid invoices, and send them to your customers.
- Receipts – Helps you digitize receipts by keeping your invoices photographed.
- Payments – Information regarding your transactions and payments is tracked.
- Documents – You can keep documents, and client directories for easy reference
- Reports – Helps you generate reports that provide more insights and analysis into your business.
- Inventory – An inventory management to maintain articles.
Configuring SevDesk with 6Storage involves these steps:
Click Settings >> User
Click on your Username to edit. Under "API Token" you can click "show" and then copy the token by entering your account password for validation.
Now, log in to your 6Storage account. Head over to Settings > Integration > Accounting Software. Click SevDesk
The Quick guide tab tells you about the software and its limitations. Click on the Authenticate tab. Enter the API key you just copied and click on Save.
The Synchronize tab includes the Map categories and Products/Services. You need to add Categories, Products, and Payment preferences and methods in order to synchronize your existing data.
Set up tracking categories to see how different areas of your business are performing and where you need to give more attention. You can add categories as many as you want based on how you want to track your expenses. As soon as you add categories, data will be synced.
In the Product tab, you can add merchandise products and services according to your convenience of tracking data.
The payment methods tab contains your payment preferences and types for ease of tracking. Synchronizing payments is the crucial part of the integration since payments via credit/debit cards, and online banking will have to be synced manually. In contrast, cash payments are recorded and synced automatically.
To synchronize payments, click Reports from the side navigation menu. Click Accounting Software Integration Report.
Select location, building, and select time period from the date picker. The Search by filter implies the criteria, whether you want to fetch search results sorted by Tenants, Invoices, or Payments, from which you can select one. Then select the status from the dropdown as Synced, Non-synced, or select All. Click Get Report.
Once the results are fetched, you can have a clear view on the list of transactions that are synced and non-synced.
Select the entries that you want to sync by clicking the checkbox and selecting the sync option as ReSync. Then click Apply.
Now the selected entries will be synched and a pop-up confirmation on the same will be displayed.
With this, you have successfully synced your payments. You can always visit this Accounting Software Integration report to check non-synced payments and re-sync them. Thank you!