Guides
Accounting Export
Sync financial data to Xero, QuickBooks, and Sage.
Accounting Export
Total Access can publish financial documents (invoices, bills, payments) to external accounting platforms: Xero, QuickBooks, and Sage.
Supported platforms
| Platform | Auth Method | Document Types |
|---|---|---|
| Xero | OAuth 2.0 | Invoices, bills, payments, contacts |
| QuickBooks | OAuth 2.0 | Invoices, bills, payments, customers |
| Sage | API Key | Invoices, bills, payments, contacts |
Connecting an accounting platform
- Navigate to Total Integration → Accounting Export
- Select your platform (Xero / QuickBooks / Sage)
- Click Connect
- Complete the OAuth flow (for Xero/QuickBooks) or enter API credentials (for Sage)
- Select which document types to sync
- Save — a test sync will be performed
How it works
- When a document is finalized in Total Access (e.g. invoice is approved, bill is posted), it is queued for export
- The export adapter transforms the document into the target platform's format
- The document is pushed to the accounting platform via their API
- The export result is logged (success/failure with error details)
- Failed exports can be retried from the Accounting Export panel
Configuration
Document type mapping
| Total Access Type | Xero Type | QuickBooks Type | Sage Type |
|---|---|---|---|
| Invoice | Invoice | Invoice | SalesInvoice |
| Bill | Bill | Bill | PurchaseInvoice |
| Payment | Payment | Payment | Payment |
| Contact | Contact | Customer | Contact |
Sync settings
| Setting | Description |
|---|---|
| Auto-sync | Automatically export documents when finalized |
| Sync interval | How often to check for pending exports (default: 15 min) |
| Retry failed | Automatically retry failed exports |
| Notify on failure | Send notification when an export fails |
Testing the export
curl -X POST https://totalaccess.co.za/api/v1/integrations/accounting-export/test \
-H "Authorization: Bearer YOUR_JWT_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"platform": "xero",
"document_type": "invoice",
"document_id": "inv_abc123"
}'Disconnecting
curl -X POST https://totalaccess.co.za/api/v1/integrations/accounting-export/disconnect \
-H "Authorization: Bearer YOUR_JWT_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"platform": "xero"
}'Disconnecting does not delete previously exported documents from the accounting platform. It only stops future exports.