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Overview
Everflow Pay seamlessly connects with your accounting software to automate accounts payable reconciliation and ensure data accuracy.
Who This Series Is For
This feature is generally for finance team members or others who manage accounts payable within Everflow Pay and want automated reconciliation of Invoices & Payments to their Accounting Software/ERP.
It does assume you're familiar with basic accounting concepts related to your specific Accounting Software such as QuickBooks, NetSuite or Xero.
This series walks you through everything you need to know to get up and running, from understanding what the feature does to watching your first sync land in your accounting software.
The Series
Read these in order. Each article picks up where the previous one left off.
What Accounting Integration does, what data it syncs (Invoices and Payments), which platforms are supported, and the key terms you'll see throughout the series.
After reading: You'll understand the feature at a high level and know what to expect from the setup process.
Read Article →How to connect your accounting software step by step: selecting your integration of choice, authorizing Everflow Pay to gain read & write access.
After reading: You'll be ready to start mapping your Partners (Payees) to Vendors in your Accounting ERP.
Read Article →What Payee-to-Vendor mapping is, why it matters, and how it works across different Accounting ERPs.
After reading: You're ready to start watching reconciliation happen for your Accounts Payables into your Accounting ERP.
Read Article →How the sync process works: what triggers a sync, what gets created in your accounting software, how to read the Syncs tab, and what each status means. Also covers what happens when payments are rejected and retried, and how to verify syncs using the memo reference.
After reading: You'll be able to read the Syncs tab confidently and understand the full data flow from Everflow Pay to your books.
Read Article →Save These Reads For Later
Once you've finished the series above, you'll have a working integration and a solid understanding of how it operates. For day-to-day use, these standalone reference articles will be your go-to:
Quick guide to monitoring your syncs, reading statuses, and verifying records landed in your books.
Read Article →Troubleshoot connection-level issues that block all syncs: expired tokens, lost connections, and disabled integrations.
Read Article →Resolve individual sync failures for specific payees: missing vendors, data mismatches, and duplicate entries.
Read Article →
