Connect Katana with Accountero for real-time financial insights and seamless data synchronization.
What is Accountero?
Accountero is a platform that combines bookkeeping services, financial experts, and smart tools into one system. By integrating it with Katana, you can:
Automatically sync inventory, sales, and purchase data
Visualize your inventory vs. cash position
Identify sync gaps across multiple sales channels
Improve operational reporting and financial reconciliations
Benefits of the integration
Seamless Data Sync – Automate transfers of inventory levels, sales orders, and purchase orders.
Real-Time Insights – Access up-to-date inventory data for smarter planning.
Enhanced Reporting – Improve financial accuracy with synchronized Katana data.
Greater Efficiency – Save time and reduce manual errors.
Getting started
Before beginning, make sure you have:
An active Accountero account
An active QuickBooks Online account
Steps to integrate Katana with Accountero
1. Connect QuickBooks Online
Log in to Accountero (if you haven't already).
On the dashboard, click Connect to QuickBooks Online.
Sign in to QuickBooks Online and authorize the connection.
2. Add and connect the Katana widget
On the Accountero dashboard, scroll down and click Add widget here.
Select New Katana widget from the available options.
Give the widget a recognizable name (e.g., Inventory Metrics) and click Save.
The widget will now appear on your dashboard. Click Connect Katana.
Log in with your Katana credentials and authorize the connection.
3. Verify the connection
Check that recent inventory levels, sales orders, and purchase orders appear in Accountero.
If any discrepancies exist, correct them directly in Katana.
FAQs
How often does data sync between Katana and Accountero?
Data auto-syncs with the option for real-time updates via a manual refresh.
Can I revert changes made during synchronization?
No. The Accountero widget is view-only. All corrections must be made in Katana.
Use Accountero’s messaging tool to communicate discrepancies with your team.
Is there a cost for the integration?
No. The integration is included in both Accountero and Katana subscriptions. Check your plan for any extra fees.
Support
For help with setup or troubleshooting, contact Accountero:
Email: [email protected]
Live Chat: available on accountero.com during business hours
With this integration, you can streamline financial operations and keep your Katana and QuickBooks data aligned through Accountero.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]