Keep the accounting boundary clear
Accounting records and operational records answer different questions. Start by listing what your accountant needs and what the operations team needs during the day.
Map the information both sides use
Party names, item codes, quantities, invoices and payment status may appear in more than one place. Agree which system owns each field before connecting them.
Choose an integration method
Depending on the software and workflow, the connection may use an approved export, import or API. Confirm the exact method with your accountant and software vendor.
Review exceptions
Test edits, cancellations, partial dispatches and corrections. A useful connection makes exceptions visible instead of silently creating duplicate records.
Every business works a little differently. Map your own workflow and check any accounting or compliance decisions with the people responsible for them.