Typing the same sale into two systems wastes time and creates errors. Connecting your shop or CRM to accounting software can fix that, if you check a few things first.
What can usually be shared
Depending on the software, connections can pass along these items.
- Customers and suppliers
- Invoices and credit notes
- Payments received
- Stock levels and products
Check before you plan
Not every accounting package offers a connection, and some charge for it. Ask your accountant what you use and confirm what it supports before you plan anything.
Avoid duplicates
Decide which system is the master for each kind of record, and agree how duplicates are detected. A short trial with a few records finds the problems cheaply.