Integrate Phorest with Accounting Platforms
Allow Phorest to Integrate with accounting platforms to make it easier for us to get information to accountants and track other expenses and overheads.
Sandra Thompson commented
My accountant uses XERO software for my accounts. XERO integrates with a lot of different services and Phorest is yet to create this integration.
We touched base with XERO and they advised us it is possible but Phorest must complete the below:
At this time, we don't have an integration with Phorest.
Xero provides an API and partner program for applications to integrate with Xero, but this does require Phorest to create the integration.
We recommend you let them know that integration with Xero is something you would like to see. You can share our Developer Center link below if they want to learn more about this.
Xero Developer Center: Partner with us
Would this be something that Phorest might look into?
Kim Kozak commented
Please work on getting financial reports to integrate with Quickbooks Desktop. This would make my life so much easier! I am currently using a workaround but it takes a long time and there is room for error with anything you manually have to input. I dread having to pull reports every month because of the process.
I feel like this is a must and there are so many systems that have this capability this day and age. I would love to see this come out very soon! I know it would be helpful for me and many others.
We are new to Phorest, has this happened? If not, pretty please link to XERO!
This is a must in this day and age
Weekly Report Email DefaultLastName commented
I'd love a system, whereby I could scan and log all my invoices, cash purchase receipts, and bank statements to easily share with my accountant for my VAT returns. It'd be really lovely to have a simple system.
John Hickey commented
I have developed a Work Around to get Phorest Sales Receipts into Quickbooks if you want to know more drop me an email or call. :)
This is essential for busy salon owners, come on Phorest!
John Hickey commented
Folks - is there any plans for this to be rolled out? As great and all as Phorest Financial reports are, I am currently manually importing the data into Quickbooks. I am free to be the Guinea pig tester for this as it would make my life/accountant's life an awful lot easier!
Chris Ward commented
Wow this would really be amazing to link up with ANY accountancy program, I'm with sage but would move to Xero if they were integrated
Any plans to integrate with other accounting software packages for example Quickbooks and Xero? I have several clients that would utilise this app if it did this
It was one of the reasons the app was chosen as it was indicated this was in the pipeline...Not so sure this is the case.
In the same way that my bank feeds directly into the software our daily sales would feed in also that would be fantastic.
Gurdip Email commented
Link Phorest with the accounting software Xero so that all the information is uploaded easily and less duplication & errors so more time can be spent on the business not knee deep in finance!
Christina Lewis commented
accounting how can i configure your info with accounting is there a spread sheet we can link into for data or are you able to up load your data to quick books etc
Ashleigh Simpson commented
Would be amazing if poorest could connect with quickbooks so that the weeks takens are link direct to it to make accounting so much easier x
This would be great we are with Xero
Accounting system to track outgoing as well as incoming revenue.
Courtney Fuhr commented
Ann Marie Ryan commented
Yes please, this would be a great improvement
Maryanne Salleng commented
I want this! I want this really bad!