Cheat Sheets - Account Integration
Thread Legal Cheat Sheet
Account Integration
Klyant / Quill / Quickbooks / Xero
Sync Thread information including bills and contacts to your accounting software account easily. In Admin Settings, click Integrations and toggle the relevant account to On.
If using Quill, Quickbooks or Xero, make sure that your account is synced with Thread daily. If you are not signed in, data will not sync between Thread files and your application.
Click your username in the top right corner and select Personal Settings.
Go to the Account Integrations tab and click Connect
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