Integrate with Autotask (IT PSA System - www.autotask.com)
Autotask integrates with Quickbooks in the USA which is its biggest market. Autotask is currently gaining a lot of traction around the world as a purely Cloud based IT Management solution for IT Companies worldwide.
It would be great to have the invoicing from Autotask integrated into Xero invoicing the same way it does with Quickbooks.
Thanks for everyone’s interest in this.
My Accounting Toolbox now provide a sync service between Autotask and Xero: http://www.myaccountingtoolbox.com/AutotaskandXero.aspx – this has been certified as both an official Xero Add-on and Autotask partner.
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Tony Wilson commented
Try upSync which also sends invoices from Autotask to Xero, this may better suit your needs https://www.smartitsoftware.co.uk/upsync-for-autotask-and-xero
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Glenn Kupsch commented
My Accounting Toolbox is limited in functionality. They need to step up in their product flexibility and increase their support response time (currently 24 hr response.)
Our current problem is: Autotask Invoice integration does not link to ITEMS, so when an invoice comes over, it is defaulted to a ledger account. The ledger account is taxed or not taxed by default. All invoices have to be manually processed (tax codes adjusted) in order to send out correct invoices.
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Charles Kelsoe commented
MyAccountingToolbox is not an affordable alternative for a small shop. It would be great if Xero and Autotask could collaborate on a direct integration the way they already do it with QBO.
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kaiao commented
Is there a way without using a 3rd party app?
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Nathan Dunn commented
Hi there
We've just launched this service in beta, pricing and sign up is available now:
http://www.myaccountingtoolbox.com/
Thanks
Nathan - 3Bit. -
Anonymous commented
Hi,
Has there been anymore news about this?
Adam
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Dean commented
Hi Yes I also desperately need to resolve this, both are great products but need them to play nicely !
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Sam commented
Any updates on this as I would like to see this too.
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Dan Ballard commented
Great to hear that you are working on integrating to Autotask
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Marek commented
I'm keen on this as well - keep me in the loop if we figure it out!
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John Gibson commented
Autotask is hands down the best integrated service desk/CRM system we have seen to support a cloud based/managed services IT model. Its experiencing significant global growth & expansion. The ability to integrate Autotask invoicing with Xero's accounting and bank reconciliation capability would be a winner. Using Quickbooks does not interest us at all.
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Roupen Egulian commented
Hi We are currently in the process of integrating via xml not api at present.