10 min guideUpdated August 2026App review required

Choose and configure the accounting provider

Select the supported accounting connection, map operating records deliberately and test the handoff without turning SignBas3 into a second ledger.

Best forOwner / Admin · Accounts
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings → Accounting and confirm which provider is available and approved for the organisation.
  2. Connect the exact accounting organisation using an account authorised by the business.
  3. Review customer, supplier, tax, ledger, payment and staff mappings offered by the provider page.
  4. Resolve unmapped or ambiguous records before enabling normal handoffs.
  5. Send one controlled supported record, then compare identity, amount, tax, status and reference in both systems.
  6. Record who owns connection renewal, mapping changes, failed-item review and reconciliation.

Good practice

Provider availability and certification can differ. Treat the status shown in the current settings page as authoritative and test the exact workflow the business will use.

When you are finishedThe selected supported provider is connected and a representative handoff can be traced in both systems.

Before you begin

  • Accounts has confirmed the provider, organisation and chart-of-accounts approach.
  • A controlled customer, supplier, invoice and bill are available for testing.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Accounting provider/settings/accounting

Selects the connection and mapping workflow used for invoices, bills, payments and supported timesheet handoffs.

Open in SignBas3 →
Tax & Ledger Defaults/settings/general/finance

Supplies organisation defaults that influence the mapped financial records.

Open in SignBas3 →

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.