Accounting Export

Total Access can publish financial documents (invoices, bills, payments) to external accounting platforms: Xero, QuickBooks, Sage, and Dynamics 365 Business Central.

Supported platforms

Platform	Auth Method	Document Types
Xero	OAuth 2.0	Invoices, bills, payments, contacts
QuickBooks	OAuth 2.0	Invoices, bills, payments, customers
Sage	OAuth 2.0	Invoices, bills, payments, contacts
Sage (ZA)	API Key + Basic Auth	Invoices, bills, payments
Dynamics 365 Business Central	OAuth 2.0 (Entra ID)	Sales invoices, purchase invoices, payments

Connecting an accounting platform

Navigate to Total Integration → Accounting Export
Select your platform (Xero / QuickBooks / Sage / Dynamics 365)
Click Connect
Complete the OAuth flow (for Xero/QuickBooks/Sage/Dynamics 365) or enter API credentials (for Sage ZA)
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	Dynamics 365 Type
Invoice	Invoice	Invoice	SalesInvoice	salesInvoice
Bill	Bill	Bill	PurchaseInvoice	purchaseInvoice
Payment	Payment	Payment	Payment	salesInvoicePayment / purchaseInvoicePayment
Contact	Contact	Customer	Contact	customer / vendor

Dynamics 365 Business Central uses Microsoft Entra ID (Azure AD) for OAuth 2.0 authentication. A dedicated Entra app registration with the Financials.ReadWrite delegated permission is required. The adapter resolves the BC company ID automatically after OAuth consent. Multi-environment support (production/sandbox) is available — the environment is encoded in the stored tenant ID.

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.

Accounting Export

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