Cheat Sheets - Account Integration

Cheat Sheets - Account Integration

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Account Integration 
 

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. 

 

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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 matters and your application. 
 

  1. 1. Click on your username/initials located in the top left corner.  

 

  1. 2. Select Personal Settings.  

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  1. 3. In the Account Integration tab, click e.g. Xero, then Sign in. 

 

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