Integrations
What Collecta connects to
Today Collecta imports transactions from a CSV export from any bank, QuickBooks or Xero, and sends requests and reminders by email. Read-only QuickBooks Online and Xero connections are built but marked coming soon until Intuit and Xero approve the app. There is no text messaging and no other integration.
CSV importLive
Upload a transaction export from any bank, QuickBooks or Xero; Collecta detects the date, description, amount, category and receipt columns.
Email (Resend)Live
Requests and reminders go from your firm's name; client replies go to your firm's own reply-to address.
QuickBooks OnlineComing soon
Read-only OAuth connection per client: reads the period's expenses that are uncategorised or have no attachment.
Waiting on: Intuit app registration and review.
XeroComing soon
Read-only OAuth connection per client: reads the period's spend bank transactions that have no attachment.
Waiting on: Xero app registration and certification.
The QuickBooks Online and Xero connections only read: Collecta never writes to your clients' books. Until they're live, export transactions to CSV from either and import the file.
Questions buyers ask
Does Collecta connect to QuickBooks Online or Xero?
Today Collecta imports a transaction CSV exported from QuickBooks, Xero or any bank, and detects the columns itself. Read-only QuickBooks Online and Xero connections are built and marked coming soon while Intuit and Xero review the app. Collecta never writes to a client's books, and it has no other integrations.