This article is Step 1 of Understanding Accounting Integration - Getting Connected
To see all the steps of Understanding Accounting Integration, please review - Overview - Understanding Accounting Integration
Step 1 - Getting Connected
The first step in connecting your accounting package (QuickBooks Online / Xero) to Blackpurl is that the Dealership will need to invite Blackpurl as an Accountant / Adviser
Instructions are in the following relevant links found in our Blackpurl Knowledge Base
and the launch guide provided by your Activation Team will provide the details also:
Getting Ready for Accounting Integration - Xero
Getting Ready for Accounting Integration - QuickBooks Online
Upon receipt of your invitation, Blackpurl will accept the invite and then link your accounting system to your Blackpurl
Once connected you will be able to see this from System Settings > Accounting integration
Once you click on Accounting Integration, the first tab is Accounting Provider
| A. | This will indicate which Accounting Package you are using Xero or QuickBooks Online |
| B. | The company name that is listing in your Accounting Package |
| C. | If you need to test the Connection, click on  |
| D. | To show if your Accounting Integration is syncing transactions to your Accounting Package, it will indicate  |
| E. | If you are looking to remove the Accounting Integration, then this is where you do it but you may want to reach out to Blackpurl Support to discuss this move |
| F. | This will apply the settings and then move to the next item on the Accounting Integration - 2. Chart of Accounts |
Next Step is - Understanding Accounting Integration - Step 2 Chart of Accounts