Connect your accounting system

Point Hull at your accounting software once, so month-end stops meaning re-typing receipts.

Hull can push your customers, invoices, credit notes and payments straight into your accounting system — one Hull invoice becomes one accounting invoice. This is the one-time setup.

Before you start

You need two things from your accountant or your accounting provider: the API address for your account, and an API key with permission to create documents.

1. Open the settings

Payments → Accounting Sync, and go to the settings.

• System — which accounting system you are connecting to.
• The API address — from your accounting account.
• The API key — paste it in.

Save settings, then Test connection.

2. Set the cutover date

Nothing dated before your cutover date is ever pushed. Set it to the date you want your books to start being fed by Hull — usually the start of a month or a financial year.

This is what stops a first sync dumping years of history into your accounts.

3. Map your package types

Nothing can sync until each package type is mapped to a product, a revenue account and a tax code. See Map your packages to your accounts.

4. Run a preview

Before the first real sync, preview what would be sent. The preview uses exactly the same logic as the run, so what you are shown is what will go.

Check it with whoever keeps your books, once. Getting the accounts and tax codes right on day one is much cheaper than correcting a month of postings.

Related: Map your packages to your accounts · Send your invoices to your accounts · Close the month.