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Checklist - Accounting systems

What to check before milestones start creating bills in Xero, MYOB or QuickBooks Online.

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Ready for your accounting system to go live?

Ensure you've double checked the following:

  1. Connect your accounting system in its section of Settings > Profile and terms, then select Test connection and check it names the right organisation.
  2. Choose the account every bill is coded to: Xero Account Code for Xero, or the account option of MYOB or QuickBooks Online.
  3. Under Milestone sync points, tick when a milestone's bill is created: when the milestone is approved, when the contract is executed, or both.
  4. For Xero or MYOB, enter a Sync error email address, so someone hears when a bill fails to sync.

Your organisation can connect one accounting system at a time. Labels that name Milestone and Contract use your organisation's own term if you've renamed it.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.