What accounting sync does
Accounting sync pushes your billing records — invoices, payments, credit notes — into QuickBooks, Xero, or Tally, so your books stay current without manual re-entry. Sync is incremental (only changed records) via dirty tracking.Full connection parameters, sync-status values, and Xero item linkage:
Accounting.
Prerequisites
- A running Recurso instance with dashboard access — quickstart.
- A QuickBooks, Xero, or Tally account to sync into.
- Billing activity to sync — invoices and payments.
Step 1: Provide OAuth credentials (QuickBooks / Xero)
QuickBooks and Xero connect over OAuth, so first register a developer app with the provider and configure its client id/secret in your Recurso environment (see Setting up OAuth credentials). Tally connects locally and doesn’t need OAuth.Step 2: Connect the provider
In the dashboard, go to Integrations → Accounting and connect QuickBooks or Xero — you’ll be redirected to the provider to authorize, then back. The OAuth state is signed to prevent CSRF on the callback.Step 3: Sync
Once connected, records sync automatically as they change; you can also trigger a sync on demand. Only records changed since the last sync are pushed (dirty tracking), so re-syncs are cheap.Verify your setup
1
The connection is active
Integrations → Accounting shows the provider connected; the connection status
is healthy.
2
Records appear in the provider
After a sync, recent invoices/payments show up in QuickBooks/Xero/Tally.
3
Incremental re-sync is clean
A second sync only moves records changed since the last run.