Help · Getting connected
Using other accounting software
Zoho Books, Sage Accounting, Wave, FreshBooks or anything else: invoices in by CSV, entries back as import files and a checklist.
Updated
QuickBooks Online and Xero connect live. Every other accounting product works by file: you upload your unpaid invoices, Gladpaid matches each stablecoin receipt to the invoice it pays exactly as it does for QuickBooks and Xero, and the entries come back as files to import into your own software. Anything your software can't import comes as a short checklist to enter by hand.
- 01
Choose your software
On the Ledger page, or when you add the business. You can change it later; it affects the next export only.
- 02
Upload unpaid invoices
A CSV export of unpaid invoices with the invoice number, the customer and the amount due. Headings are recognised by name. Upload a fresh file whenever invoices change; nothing Gladpaid has recorded as paid is re-opened by an older file.
- 03
Name your accounts
The wallet, fees and the other accounts, written exactly as they are in your software, so the import finds them. Then map them on the Accounts page.
- 04
Post from the queue
Posting records each entry for export instead of sending it to a live ledger. Undo works the same way.
- 05
Export, import, confirm
Make export bundles everything waiting. Import the files, work through the checklist, then Mark as entered. The month can't close until every recorded entry is confirmed.
What each product can import
| Software | Invoice payments | Journals (fees, gains, transfers) |
|---|---|---|
| Zoho Books | Imported, applied to each invoice (Sales → Payments Received → Import) | Imported (Accountant → Manual Journals → Import) |
| Sage Accounting | Checklist: Sage has no customer-receipt import | Imported from Sage's journal template; every account needs its number |
| Wave | Checklist: record each on its invoice | Through Wave Connect, Wave's free Google Sheets add-on |
| FreshBooks | Checklist: record each on its invoice | Checklist: FreshBooks has no journal import |
| Anything else | A plain payments CSV to map in your import screen | A plain journals CSV, lines grouped by reference |
Moving to QuickBooks or Xero later
Connect QuickBooks or Xero from the Ledger page at any time. File exports stop, and everything already exported stays available. Matches, treatment and the audit trail carry over.
Related
- Account mappingChoose or create the ledger accounts Gladpaid posts to: wallet, fees, gain or loss, suspense and customer overpayments.
- Posting to the ledger, and undoHow entries are prepared, previewed and posted so invoices actually close, and how undo reverses only what Gladpaid created.
- Month-end closeThe eight-step close checklist, deadline reminders, sign-offs, and how a closed period locks and reopens.
- Connecting QuickBooks OnlineHow the QuickBooks connection works, what Gladpaid reads, what it writes, and how to disconnect.
Did this not answer it? Write to support@gladpaid.com with the business name and the item. Please never include a recovery phrase or private key; we will never ask for one.