How to connect your ledger

Available in all our packages: in Free Trial, Free Plan, Full Subscription and Add-ons Check-it or Chase-it.

To get the most out of Know-it, we recommend the first thing you do is connect your ledger!

We currently connect with the below accountancy packages:

• Xero
• QuickBooks
• FreeAgent
• Sage Business Cloud
• Sage 50

Not using one of those accounting tools? Let us know!

1. Connecting your ledger

Below is an example of how to connect your Xero ledger – the process is similar for QuickBooks, FreeAgent and Sage Business Cloud (view here how to connect your Sage50 ledger):

Steps:

1. Go to My Integrations
2. Select Add ledger
3. Choose the ledger you want to add among Xero, QuickBooks, FreeAgent or Sage Business Cloud
4. Allow access and connect Know-it and your ledger

2. What information does Know-it pull from your ledger?

Customer details: company name, company registration, billing address, email address, mobile number, primary contact details

Invoice details: Created date, Due date, Invoice Amount, Payment terms, Invoice pdf

 

3. What can you see once you’ve connected your ledger to Know-it?

Once you have connected your ledger to Know-it, you’ll be able to: 

• Get automated Gazettes Notices and Companies House updates on those customers
• Get an overview of your customers’ credit ratings and monitor it
• Get an overview of your unsecured creditors
• Pull credit reports on those customers – we will monitor those credit reports for you for 12 months
• Automatically chase overdue invoices (via email, letter or SMS)
• Request a quote in-app to recover a commercial debt
• See which invoices are eligible for Invoice Finance, and request a quote

If you have any questions, and can not find the answer here, please reach out to our support team by raising a ticket here.