Connection Workflows
Automate accounting tasks with connection workflows
7 articles
Breezeway Billable Expenses WorkflowIntegrate with Breezeway and sync billable expenses
QuickBooks Billable Expenses WorkflowSync billable expenses from QuickBooks (also available for Sage Intacct)
QuickBooks Transfers to Bills Workflow
Daily/Monthly General Ledger Data Summary WorkflowSync GL summary data from VRTrust into external accounting systems
Sync Guesty Reservation Payments into VRTrustAutomatically sync payments from Guesty by booking channel and payment type
External GL Workflow: Recording Trust Cash and Liabilities in QuickBooksGeneral setup to maintaining Trust Account in QBO combined with posting PM Statement from VRTrust using our Daily/Monthly Journal workflows
External GL Workflow: How to Map Accounts for PM Statement Sync (VRTrust → QuickBooks/Xero)When syncing data from VRTrust to QuickBooks, the simplest approach is simply posting the PM Statement to QBO
