To connect Rotessa to QBO or Xero, navigate to the integrations page by clicking Integrations under Admin in the menu. Select your bookkeeping software. Enter your login information for your bookkeeping software, select your company, and allow access.
After you connect Rotessa to your bookkeeping software for the first time, it will ask you to import customers.
Select the customers you would like to import, and add their bank information if you would like. You can add their account information at any time in Rotessa, so feel free to skip adding their information on this screen and just import them. Once you're done choosing your customers, click Import Customers at the bottom of the page
If you need to import new customers from your bookkeeping software to Rotessa, navigate to the integrations page by clicking Integrations under Admin in the menu and click on the link to import customers.
Note: In Xero, it will ask you to re-authenticate after 30 minutes for security purposes.
After you have imported your customers, you can import their transactions from your bookkeeping software.
To import transactions, navigate to your Customers page and click Import Invoices
Here are some important things to note about importing invoices:
Any invoices you import must have amounts that are within your Rotessa transaction limit
If you import an invoice less than two days before its due date, it will be processed one or two business days after the due date. Make sure you import invoices at least two business days before the due date, so they will be processed on the correct day
If your invoice has a due date in your bookkeeping software that is prior to the current date, it will not import. Make sure your invoice due dates are on the current date, or in the future to import them
If a due date falls on a weekend or holiday, it will be processed on the next business day.
Any edits, including deleting an invoice, in Rotessa must be done at least two business days before the due date.
How to Report Payments to Your Bookkeeping Software
In order for an invoice to be marked as "Paid" in your bookkeeping software, you need to report the payment from your Rotessa account.
Before you report payments, navigate to the integrations page by clicking Integrations under Admin in the menuand ensure that your Rotessa account is connected to your bookkeeping account, or payments will not report correctly.
Navigate toSettlement Report under Reports in the menuand click on the Report to QBO/Report to Xero link. This will mark the invoice as paid.
Integrations not working the way you expect? Here are some common troubleshooting steps and common questions.
My customers payment was returned as NSF (non-sufficient funds)? If your customers payment is returned NSF (non-sufficient funds), simply re-schedule that payment. Create a new invoice in QuickBooks online and import it into Rotessa, or create a one-time transaction in Rotessa.
I can't see my customers invoices to import. Make sure the due date on the invoice in your bookkeeping software is not prior to the current day. Set the date to the current day, or in the future. Also ensure that your customers in Rotessa have bank account information added to their accounts. You cannot import transactions for customers without bank account information.
Q. Do I need to import transactions every month from QBO? A. Yes, due to the way the integration works you will need to import your customers transactions each month.