Enable the Universal Connector

If you choose to use iCompleat as a standalone system instead of connecting it to accounting software like Sage or QuickBooks, you can connect to iCompleat's Universal Connector.

The Universal Connector lets you upload & manage your reference data directly in iCompleat. Instead of iCompleat automatically sending your invoices to your accounting software, you'll need to use iCompleat's invoice download feature, & then manually upload them to your accounting software.

Just make sure you switch on the invoice download permission for you & any other users who need to download invoices.

To connect to iCompleat's Universal connector, follow these steps.

1. On the homepage, click Configuration.
   
   
2. Click Company management.
   
   
3. Go to Connection.
   
   
4. Next to Configure new connector, click Configure.
   
5. Click the Universal connector tile.
   
6. Select which month your financial year starts from the drop-down.
   
7. Click OK.
   
8. Your company is now using iCompleat's Universal Connector!

   Go to Upload & manage your reference data to see how to populate your company with your supplier information, account codes, tax & currency codes, & other reference data for coding your transactions.

Continue setting up your live company >>