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Home > Articles > Connecting Your Accounting System
Connecting Your Accounting System
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Connecting your accounting system helps keep your credit limit up to date and reduces the need to share financial documents manually.

In this guide, you’ll learn how to connect your system and what to expect after.


Why connect your accounting system

When your accounting system is connected, we can:

  • Access up-to-date financial data
     
  • Review your credit limit more accurately
     
  • Reduce back-and-forth for document requests
     

 


Supported providers

We currently support the following providers:

  • Xero
     
  • Sage Accounting
     
  • KashFlow
     
  • QuickBooks
     
  • Fortnox - Guide to activate Fortnox connection to Treyd
     
  • PE Accounting
     
  • Visma eAccounting
     
  • Visma.net
     
  • Microsoft Dynamics
     
  • Björnlunden
     
  • Microsoft Dynamics 365 Business Central
     
  • Zoho Books
     
  • Tripletex
     

 


How to connect your system

  1. Log in to the Treyd platform
     
  2. Go to Company (left-hand menu)
     
  3. Scroll to Financial information
     
  4. Click Update or Connect accounting
     
  5. Click Continue and select your provider
  6. Approve access and log in to your provider
     

Once completed, the connection will start automatically.

 


Special cases

If you’re using:

  • Sage 50
     
  • QuickBooks (certain versions)
     

You may need to install a connector before continuing.

 

 


What happens next

  • The connection usually completes within a few hours
     
  • Your financial data will update automatically
     
  • If a credit review is needed, our team will assess it once data is available
     

In most cases, you’ll receive feedback within 24 hours.

 


You’re all set

Your accounting system is now connected, and your data will stay up to date moving forward.

 

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