Business administration
Connect Xero or QuickBooks accounting
Read connected accounting data while distinguishing it from Eva’s native books.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/accounting
1. Connect the provider
In Integrations choose Xero or QuickBooks, complete external authorisation and select the intended business resource.
Expected result: The connection and project resource mapping become available.
Confirm it worked: Use Xero connection guidance or QuickBooks OAuth guidance.
2. Choose the accounting source
Open Accounting and choose Accounting source/Provider as applicable.
Expected result: The selected connected business is displayed.
Confirm it worked: Confirm the organisation name such as Northstar Xero before reading balances.
3. Browse the supported records
Open Sales, Expenses and the supported connected tabs. Use sorting and paging.
Expected result: The provider’s cached records appear in the appropriate tables.
Confirm it worked: Confirm labels and values belong to the chosen provider; connected views can be read-only.
4. Handle connection issues
Use the displayed Retry control for failed loading, or Manage connections when authorisation/resource selection needs correction.
Expected result: Retry loads the view or exposes a useful failure.
Confirm it worked: Do not substitute native books for missing provider data without changing the source deliberately.
Troubleshooting and alternatives
Eva native invoice creation, payment recording and bank-statement import are separate from read-only connected-provider surfaces.
When no records appear, verify resource mapping, provider filter and sync status before concluding the external books are empty.