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Connect your accounting package

Xero, QuickBooks or Sage, so invoices do not get typed twice.

Written 30 September 2026

Business owner
Where the connections live, and which two things to check by hand first.
What is said in this recording

Connecting your accounts means invoices, credit notes, payments and refunds raised in TaskMyJob appear in your books without anybody re-keying them.

Step by step

  1. 1

    Go to Settings and find the integration card for your package.

  2. 2

    Press Connect and sign in to your accounting package.

    You are sent to them to authorise it; we never see your password.

  3. 3

    Set which accounts things should land in.

    Your sales account and the account payments are received into. Your accountant will know these if you do not.

  4. 4

    Raise an invoice and check it arrives as you expect.

Worth knowing

Check the first credit note and refund by hand

The ordinary invoice path is well travelled. Credit notes and refunds are less so, and Sage's handling of them is the least proven of the three — check the first one of each lands the way your accountant wants it.

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