Configuring XML Integration

Previous Topic: Configuring QuickBooks Integration

Before you begin, you should know or have access to:

The location (folder on your computer or network) to which the ServiceCEO XML files should be exported. ServiceCEO Enterprise users can configure one directory per branch.
Account numbers from the accounting system, such as information about the chart of accounts. These account numbers will need to be entered in ServiceCEO.

To integrate Sales, purchasing and Accounts Receivable with XML:

Select ServiceCEO XML from the Enable Sales, Purchasing, and A/R integration with drop-down list.
Click next to the Save Exported Files in Folder field. The Select Company File dialog box appears.
Navigate to the location where you want to save your exported XML files.

Tip!

Tip:
If you are running ServiceCEO on a network and want multiple users to be able to access the same XML folder location, the export folder must be located on a mapped network drive so that it is located on the same path for all ServiceCEO users.

Type the name of the file to which you want to export each type of account from the appropriate fields lists. These are detailed in step 13 in the Configuring QuickBooks Integration section. The name you type here will be the name of the XML file generated after the export.

Note!

Note:
No information will appear in these drop-down lists. This functionality is only used with QuickBooks integration. Type the name of the XML file directly into the field.

To integrate your payroll with XML:

Select the Enable payroll integration with third-party provider check box.

Note!

Note:
You cannot integrate your payroll with QuickBooks, only with XML integration. Therefore, you can only select the Use accounting package specified above check box if you have selected ServiceCEO XML from the previous Select Package drop-down list.
If the Use accounting package specified above check box is active, selecting it will automatically populate the three fields in this section with the values from the section above it.

Select ServiceCEO XML from the Accounting Package drop-down list.
Click next to the Save Exported Files in Folder field. The Select Company File dialog box appears.
Navigate to and select the location where you want to save your exported XML files.
Click OK.

Tip!

Enter the appropriate default account numbers in the Default Payroll Expense Account field.
Click Save and Close.

You have now integrated ServiceCEO with an accounting package using default settings. You can define detailed integration settings, as detailed in the following sections:

Accounts Receivable and Adjustments information. See the Export Sales section.
Payments. See the Export Deposits section.
Purchase Orders. See the Exporting Purchase Orders section.
Paychecks. See the Exporting Paychecks section.

Next Topic: Integrating Tax Codes

Back to Accounting Integration Table of Contents