Our accounting integrations allow businesses to automatically post invoices and credit memos into their accounting system. AP teams save hours each month with fully coded invoices, closing your books becomes a streamlined and stress-free process. If your business has more than one accounting entity, Order.co allows you to add each entity to your accounting integration. With a little additional setup, all of your invoices and credit memos will flow directly to the right accounting instance!
Getting Started
You will need to link your accounting system to Order.co to initiate the integration. Follow the directions for your accounting system to add your first entity and adjust your invoice settings:
Once your first instance has been added, you can start adding more entities!
Linking Additional Entities
After you've added your first entity, click Add another entity on the Accounting Integrations page.
You will be prompted to follow the same setup steps for each new entity you link to Order.co, so please be prepared with the required login information and administrative access.
Once you've linked a new entity, you must map your invoice groups to each instance. Initially, all invoice groups will be assigned to your first entity by default. You may find it easier to name your invoice groups on the Consolidated billing settings page ahead of this step.
To adjust the invoice group mappings and assign them to other entities, click Manage code mappings for the first entity. Click Edit next to the invoice groups to adjust which invoices groups are mapped to this entity.
Uncheck the boxes next to each group that should be removed from this entity. If you find that a box is unchecked, but the invoice group name is grayed out, that invoice group is already assigned to another accounting entity. Click Save changes to finalize your choices. You can edit the mapping again, as needed!
Next, return to the Accounting Integrations page and click Manage code mappings for your next entity. Click Edit next to Invoice Group mapping to add the right invoice groups to this entity.
Once you've assigned invoice groups, you can begin mapping your codes! Each entity will need to have it's codes mapped to the codes in Order.co.
Removing an Entity
To remove an entity, click Manage code mappings for that instance, then click Disconnect Entity. To avoid issues with invoices posting to your accounting system, be sure to map any invoice groups from the deactivated entity to an active instance.
An accounting entity has become unlinked
If you find that one of your entities has become unlinked, you will need to remove the entity and add it again, along with any code mapping.
For help setting up or troubleshooting an integration, please reach out to Support@order.co!