Help centre · Step-by-step manual
Connections
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
43.12 Connections: Daftra, Zoho Books, Xero, QuickBooks Online
Coming soon: each program switches on once its set-up with the provider is finished.
- Settings → Connections (the owner or a manager) → Connect on the program: allow it at the program's sign-in page and choose the organisation. Daftra: paste your Daftra address and an API key you make in Daftra.
- Accept or change the suggested accounts (sales by VAT rate, VAT, cash, card, cost of goods, expenses).
- From then on, by itself: one journal per branch and closed day; customers on credit, an invoice per credit receipt, credit notes and payments every 15 minutes; Books' bills and expenses if you switch them on. Each document once; a late receipt goes as an adjustment journal. Refusals are listed with the program's words and Send again.
Plans: Business and Chain, and the trial; not an add-on. The programs' own subscriptions are yours with them. More: Connections · The article
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Online · Connections
Send your sales, your customers on credit and your Books documents to your accounting program by themselves. Your shop's own data never changes.
From your Paymob dashboard: Settings → API keys (API key, secret key, public key, HMAC secret) and Payment integrations (the card's integration ID). Test keys first: nothing is charged. The keys are kept encrypted and never shown again.
Every payment taken, every refund and Paymob's own fees as lines of their own. Import it in Books → Bank statement import, into an account named Paymob; a bank rule on "Paymob fee" books the fees as an expense. A second import adds nothing.
Paymob took these on your account, but no order or pay link of the shop made them (a link of Paymob's own, a payment after the order closed). Nothing was booked: refund or record them yourself, then mark them as handled.
For each figure of the shop, choose the account in your accounting program. Suggestions are marked; nothing is saved until you press Save.
The accounting program refused these, or they could not be sent after several tries. Fix the reason shown, then send them again.
Back · Organisation · Last sync · not yet · Today's takings · Test mode · Last settlement · none settled yet · Connect · Connect again · Set up · Check the connection · Sync now · Disconnect
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Back · Connecting did not finish.
Online · Integrations
Integrations: Telegram, catalogue sharing, the accountant feed.
The daily closing summary and the low-stock alerts go to Telegram: make a bot with @BotFather, put its token here and message it once so it learns your chat id.
The catalogue is for sharing shops. Names, barcodes and categories only - never prices.
The daily folder copy is written by the Windows till on the PC (its setting is there), not from the web.
Integrations: Telegram, catalogue sharing, the accountant feed. · Telegram · Telegram summary · Bot token · (kept - type it to change) · Chat ID · Summary time · Last sent · Send a test message · Send today's summary now · Find the chat id from the bot · Catalogue picker · Share my products in the shared catalogue · WhatsApp
