Accounting & Payment Sync Features for Autotask

Features that save you time


Detailed invoices

Select to sync standard, summary or detail from your invoices to your accounting package.

New customers created when syncing

Customer records are created when a new invoice is synced, their details are automatically updated each time a new record syncs across to your accounting package.

Payments kept in check

Syncing payments back to Autotask has never been easier. Always know when you have the money and you stay on top of Aged Receivables.

US and complex tax code support^

Provides dynamic support of Tax Codes from Autotask Tax Regions or Tax Levels (for even more complex tax location requirements), ensuring support of complex US tax tables.

[Coming Soon] Enhanced expense management

Detailed Autotask expense data passing to the accounting cloud once seemed beyond reach – still no one else manages what Wise-Sync delivers.

[Coming Soon] Advanced Procurement

Sync all of the details of a Purchase Order and include additional information such multiple vendor Invoices and dates per item receipted.

[Coming Soon] Multiple companies supported~^

Sync financial data to different Xero organisations from two or more locations in Autotask.

  • Detailed-Invoices
  • Detailed-Invoices-QBO

Detailed invoices (including all the bits and pieces)

Select to sync standard, summary or detail from your invoices to your accounting package.

Invoice Headers

  • Invoice #
  • Invoice Date
  • Reference # / Client PO#
  • Payment Terms (in days to pay)

Standard Invoices
(Time Billing)

  • Aggregate billing amount based on AT Setup
  • Time records are not exported, only summary information

Standard Invoices
(Product Invoices)

  • Product Code (Xero inventory item)
  • Product Detailed Description
  • Unit of Measure (optional)
  • Quantity
  • Unit Amount
  • Extended Amount
  • [Coming Soon] Inventory Adjustments (Requires Autotask Module and Sync-Ninja Plan)
  • [Coming Soon] Multiple Currency (Requires Xero Multi-Currency and Sync-Ninja Plan)

Agreement Invoices
(Agreements)

  • Agreement Additions (xero inventory item)
  • Product Detailed Description
  • Unit of Measure (optional)
  • Quantity
  • Unit Amount
  • Extended Amount
  • [Coming Soon] Multiple Currency (Requires Xero Multi-Currency and Sync-Ninja Plan)
Accounting Sync Features

New customers created when syncing

Customer records are created when a new invoice is synced.  Details are automatically updated each time a new record syncs across to your accounting package for that customer.

Fields synced include account name, phone number, postal address, billing contact name and email address for each invoice, and account code (optional).

Accounting Sync Features

Payments kept in check

Syncing payments back to Autotask has never been easier. Always know when you have the money and stay on top of Aged Receivables. Sync fully paid payment data back to Autotask easily.

Sync payments back to Autotask alone, or as part of the single click sync for all data, whenever you choose.

Accounting Sync Features

US and complex tax code support^

Provides dynamic support of Tax Codes from Autotask Tax Regions (for even more complex tax location requirements), ensuring support of complex US tax tables.

Extended Tax Support requires complex tax mapping by Categories and Billing Charge Codes.

  • Advanced-Procurement
  • Advanced-Procurement

[Coming Soon] Advanced procurement+

Sync all Purchase Order details, including additional information such multiple vendor Invoices and dates each item receipted. The Wise-Sync Supplier-Invoice product process manages part Purchase Order shipments with ease.

Purchase Order Header

  • Vendor Details, PO Number & PO Date
  • Vendor Invoice Number, Invoice Date (from terms)
  • Multiple Currency (for Non-Inventory / Drop Shipped Items Only)

Detailed Purchase Order

  • Product Code
  • Item Description from PO Line
  • Item Detailed Description from Product Item Details
  • Unit of Measure, Quantity, Unit Price, Extended Amount

Purchase Order Part-Shipment Support

  • PackingSlip ID mapped as unique reference
  • Detailed batch ID for easier identification
  • Flexible Vendor Invoice date options (PO Date, Vendor Invoice Date, Received Date or Ship Date can be used)

Inventory Transactions

  • Full Inventory Accounting – Including multi warehouse support.
  • Automatic Inventory Adjustment to Cost of Sales when sold
  • Manual Inventory Adjustments (Write Off / Valuations / Stocktake and Opening Counts)
  • Manual Inventory Transfers between warehouses
Accounting Sync Features

[Coming Soon] Multiple companies supported~^


Sync financial data to different Xero or QuickBooks Online organisations from two or more level one locations in Autotask. Whether you have many locations for billing, or just more than one.

Wise-Sync can map the output with ease.

Allowing extended capabilities for line of business reporting to complex corporate structures.

*Additional monthly charge per member using Expense Connect
^Some features only available in Xero, or not available in the US Version of QBO including Multi-Currency and Invoice Line Level Tax Rates
+Only for Procuremeister plan and above
~Only for plans which include multiple companies