AccountingSuite Help & Support

What AccountingSuite Triggers and Actions are Supported?

Supported Triggers#

  • None yet!

Supported Actions#

  • Create Project / Jobs - Create a new project.
  • Create Sales Order - Creates a new Sales Order.
  • Create Company - Creates a new company.
  • Create Time Tracking - Create time tracking for a service or task.
  • Create Cash Receipt - Creates a new cash receipt.
  • Create Address/Contact - Creates a new Address/Contact in AccountingSuite.
  • Create Sales Invoice - Creates a new Sales Invoice.
  • Create Service - Creates a new service item.
  • Create Purchase Order - Creates a purchase order.
  • Create Account - Creates a new Account in your Chart of Accounts.
  • Create Bills - Creates a new bill.
  • Create Location - Creates a Warehouse Location in AccountingSuite.
  • Create Sales Person - Creates a new Sales Person in AccountingSuite.
  • Create Product - Creates a new product.
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How to Get Started with AccountingSuite

To get started with AccountingSuite on Zapier, first you will need to click to connect your AccountingSuite account to use with your Zap.

Click to connect AccountingSuite

Next, you'll be asked to enter your AccountingSuite username, password and account number:

AccountingSuite username and password

Click “Continue” and if your login details were correct your AccountingSuite account will now be successfully connected.

AccountingSuite connection successfull

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Common Problems with AccountingSuite

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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Need More Help? - Our support team is happy to help -- send us a message

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.

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