One-time import of vendors and customers from Quickbooks Online or Xero
If you use Quickbooks Online or Xero, you can complete a one-time import of your vendor and customer contact information from your accounting software into Key CashFlow so they can be used to pay or/and invoice quickly.
If you don’t sync with Quickbooks Online or Xero, you can still integrate using our Import / Export feature.
Import your contacts from Quickbooks Online or Xero
- From the Dashboard, contacts tab or schedule a payment tab, select Connect to Quickbooks or Connect to Xero
- Log in to your accounting software
- Select Connect
- Once the sync is complete, your vendors and customers from your accounting software will be available to create payments or invoices.
You can also access the option to import your contacts in your settings, under the Import/Export section.
Have questions or need help? Select Contact us at the bottom of this page for assistance.