Closing the month

Checklist, accountant package and sending to your software. · 3 guides

Closing the month

What is in the accountant package One ZIP with the summary, every record, the missing list, a manifest, import files for your accountant's software and the documents themselves. 4 min Push to FreeAgent or QuickBooks Connect FreeAgent or QuickBooks Online once, then send each period's expenses there as bills, with their documents attached. 4 min Webhooks: connect Zapier, Make or n8n Send Billfetch events to Zapier, Make, n8n or your own server: which events exist, what each request looks like, and how to check the signature. 6 min

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