The Accountero platform bridges the accounting & bookkeeping services to a robust tech stack.
This integration enables a seamless inventory vs. cash position visualization, helping you to become efficient in financial operations. By integrating with Katana, you can have automatic synchronizations and monitor data sync gaps across multiple sales channels, ensuring accurate operational reporting and financial reconciliations.
Benefits
Seamless Data Sync: Automate the transfer of inventory levels, sales, and purchase orders between Katana and Accountero, eliminating manual entry.
Real-Time Inventory Insights: Access up-to-date inventory data for more informed decision-making and strategic planning.
Enhanced Financial Reporting: Improve accuracy in financial reports with synchronized data from Katana.
Increased Efficiency: Save time and reduce errors with a streamlined process.
Getting Started
Before beginning, make sure you have an active Accountero and QuickBooks Online account.
Steps to Integrate
Log into Accountero if you haven't already.
Connect to QuickBooks Online by heading to the dashboard and clicking Connect to QuickBooks Online to start the connection.
Login and connect to your QuickBooks Online account.
Add the Katana widget by navigating to the bottom of the dashboard and clicking the Add widget here button.
Select New Katana widget from the list of available widgets.
Name the widget something that is easily recognizable (such as ‘Inventory Metrics') and save.
After saving, you'll be redirected to the dashboard with the Katana widget displayed. Click on Connect Katana and follow the login prompts to authorize the connection with Accountero.
Login to Katana to finalize the connection.
Once the connection is established, doublecheck that data is flowing correctly between Katana and Accountero.
FAQs
How often does data sync between Katana and Accountero?
The widget auto-syncs with an option for real-time updates via a simple refresh.
Can I revert the changes made during synchronization?
No, the Accoutero widget is a view-only representation of metrics available in Katana. Any discrepancies will need to be fixed in Katana. You can use the messaging tool on Accountero to communicate any discrepancies with your team members added to Accountero. It is recommended that you regularly review metrics and syncs for accuracy.
Is there a cost associated with the integration?
No, the integration between Accountero and Katana is included with the subscriptions to both services. Check your specific plan for any additional fees.
Support
For assistance with the Accountero and Katana integration, reach out to Accountero's support team
Email: [email protected]
Live Chat: Available on our website during business hours at accountero.com