For IT service providers (MSPs)
PSA and Accounting Integration for IT Service Providers
Connect your PSA to QuickBooks Online or Xero so agreements, time, invoices and payments flow automatically. Billing gets faster, collections get easier, and your books finally match your service data.
Sound Familiar?
Common billing headaches we hear from IT service providers
- Invoices are rebuilt by hand in accounting every month
- Agreement changes in the PSA don't make it to billing
- Payments are recorded in one system but not the other
- Reconciling the PSA and accounting takes days at month-end
- Clients pay late because invoicing and collections are manual
We built a payment portal for the IT services industry with PSA and accounting sync and autopay, so this is a problem we know from the inside.
What We Do
Invoice sync
Invoices generated in your PSA are created in accounting automatically, with the right customers, items, tax and terms.
Customer and agreement sync
New clients and agreement changes flow through so billing always reflects what you deliver.
Online payments and autopay
Clients pay online or on autopay, and payments are posted back to both systems.
Reconciliation reports
See at a glance where the PSA and accounting disagree, and why.
Exception handling
Mismatches are flagged for review instead of quietly creating bad data.
Your billing rules
Bundles, prorations, tax and multiple entities, mapped to how you actually bill.
What You Get
- A working sync between your PSA and accounting platform
- Documented field mappings and sync rules
- An exception queue and alerts
- A reconciliation report
- Training and handover
Who It's For
- Managed service providers and IT services firms
- Firms billing recurring agreements alongside project and hourly work
- Finance teams that close the month in a spreadsheet
Usually a fixed-price Done-For-You Project, with an optional support plan for vendor API changes.
Related Work
A recent engagement. Client names are kept confidential.
Frequently Asked Questions
Which PSA and accounting platforms do you work with?
Common combinations include ConnectWise PSA, Autotask or HaloPSA with QuickBooks Online or Xero. If your platforms have APIs we can usually connect them; we confirm on a short call.
Is the sync one-way or two-way?
Whatever your process needs. A typical setup sends invoices from the PSA to accounting and brings payments back, with customers kept in step both ways.
Why not just use the built-in connector?
Built-in connectors cover the basics. We fill the gaps when your billing rules, entities or payment process go beyond what they handle, or replace them when they fail quietly.
How long does a PSA and accounting integration take?
A typical integration takes a few weeks, including mapping your billing rules, testing against real invoices and a supervised first billing run.
Can you add online payments and autopay?
Yes. We can add online invoice payment and autopay, with payments recorded back to both your PSA and your accounting platform.
Ready to talk about PSA & Accounting Integration?
Tell us about the problem you want to fix. We'll talk it through and suggest the fastest way to solve it.