Connecting your accounting package to Blackpurl is the first step in setting up accounting integration. This article covers how to send Blackpurl the accountant invitation from your accounting package and what to expect once the connection is established.
This article is Step 1 of the Understanding Accounting Integration series. To see all steps, refer to Accounting Integration Setup: All Steps.
Getting Connected
The first step in connecting your accounting package — QuickBooks Online or Xero — to Blackpurl is for your dealership to invite Blackpurl as an Accountant or Adviser within your accounting package. Once Blackpurl receives and accepts the invitation, your accounting system will be linked to your Blackpurl account.
Detailed instructions for sending the invitation are available in the following Knowledge Base articles. Your Activation Team's launch guide also covers this process:
Confirming the Connection
Once Blackpurl has accepted your invitation and linked your accounting system, you can confirm the connection is active. Navigate to System Settings > Accounting Integration. The first tab that opens is Accounting Provider, which displays the status and details of your connection.
The Accounting Provider tab includes the following information and controls:
A. Accounting Package | Indicates which accounting package is connected — Xero or QuickBooks Online. |
B. Company Name | The company name as it appears in your accounting package. |
C. Test Connection | Click Test Connection to verify that Blackpurl can communicate with your accounting package. |
D. Sync Status | Indicates whether your accounting integration is actively syncing transactions to your accounting package. This will show as on or off. |
E. Remove Integration | Use this option to remove the accounting integration. Contact Blackpurl Support before taking this step to discuss the implications. |
F. Apply Settings | Saves your settings and moves you to the next item in Accounting Integration — Step 2: Chart of Accounts. |
When you are ready to continue, the next step is Understanding Accounting Integration – Step 2: Chart of Accounts.