Integrating your Accounting System

Your HWIT system will initially come without any integration to accounting active.  If you wish to activate the integration you can easily do so from the Settings screen.

Before you link the systems and if you have data in BOTH HWIT and your accounting system, make sure that any existing customers’ names in your accounting system exactly matches the name in HWIT — otherwise you could end up with duplicate customers.

In the Settings Screen, click on the Integrations tab, and then select Accounting System.  You will see your options listed along with a link to click in order to perform the linking of your system.

It is important that you select the proper system when performing the linking.  Please be especially careful to select Zoho Books OR Zoho Invoice to match the system you have.

Once you click this link you will be taken to another screen to log into your accounting system.  Once you have succesfully done so, HWIT will begin to sync your customers, items, etc. between the systems.