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Overview
This article walks you through connecting your accounting software to Everflow Pay for the first time. The setup process takes about 5-10 minutes and involves:
- Selecting your Accounting Software
- Authorizing the connection
- Choosing configuration options
Before You Begin
Make sure you have:
- An active Everflow Pay account
- An active Accounting Software subscription with Admin permissions
Here's a list of supported Accounting Software.
Getting to Accounting Integration
There are two ways to start the setup:
Step 1: Select Your Accounting Software
On the Accounting Integration page:
- Choose your accounting software from the available options
- Select your platform (radio button) and click "Start Connection"
Don't see your accounting software? Please reach out to our support team or your AM with your request!
Step 2: Authorize the Connection
You'll now authorize read & write access via OAuth or a combination of OAuth and manual field entry, depending on your Accounting Software. Select your platform below:
- You'll see a connection card with the QuickBooks logo, "Accounting Connection" label, and an "Unauthorized" status
- Click the "Authorize" button
- You'll be redirected to the Intuit login page
- Log in with your QuickBooks credentials and authorize Everflow Pay to access your account
- Once redirected back, click Save to complete the connection
- You'll see a connection card with the NetSuite logo, "Accounting Connection" label, and an "Unauthorized" status
- Enter your NetSuite credentials directly into the following fields:
- Account ID — Found in Setup > Company > Company Information (sandbox IDs end with '_SB1', '_SB2', or '_SB3')
- Consumer key — From the integration registration in your NetSuite application
- Consumer secret — From the integration registration in your NetSuite application
- Access token ID — From the integration registration in your NetSuite application
- Access token secret — From the integration registration in your NetSuite application
- SuiteTax enabled — Select if using SuiteTax for advanced tax calculations
- Need help? Click the "View our Connection Guide" link in the connection card
- Click Save to authorize Everflow Pay to access NetSuite
- You'll see a connection card with the Xero logo, "Accounting Connection" label, and an "Unauthorized" status
- Click the "Authorize" button
- You'll be redirected to the Xero login page
- Log in with your Xero credentials and authorize Everflow Pay to access your account
- Once redirected back, select your Default Tenant (your Xero organization) from the dropdown
- Click Save to complete the connection
Step 3: Map Your Accounts
After authorization, you'll enter the Setup wizard. In this step, you'll configure your Accounts Payable information — telling Everflow Pay which accounts to use when creating financial records.
- ✓ Expense Account
- ✓ Bank Account
- ✓ Expense Account
- —N/A
- ✓ Expense Account
- ✓ Bank Account
Bank Account
For QuickBooks Online and Xero, you'll also need to select the Bank Account that represents your Everflow Pay balance. This will be attributed to each created Bill Payment. Use the "Select Bank Account..." dropdown.
Troubleshooting: Account Not Found
If you see an error like "No [Provider] Expense Account Found" or "No [Provider] Bank Account Found", log in to your accounting software and create the required account, then return to Everflow Pay and retry.
