Integrated your Current RMS system with Xero, QuickBooks Online or Sage? In order to post an invoice for this organization, you’ll need to link it to a contact from your accounting solution.

Once linked, you’ll see a link to the customer in your accounting solution under Actions.

Current RMS can automatically create linked Xero, QBO or Sage customers when you create organizations. Enable this in your integration settings.

If you’re creating an organization in Current RMS and there’s already a contact in your accounting solution, when creating the organization enter the name of the contact in Xero, QBO or Sage in the Linked contact field.

After you type the first three letters, Current will auto-suggest from contacts in your accounting solution.

⚠️️  If you have the “update a linked contact when editing an organization” option turned on in your accounting integration settings and you link a contact here, any information in your accounting solution will be replaced with information from this page in Current RMS. 

On the settings screen for your accounting solution in System Setup > Integrations, you may import or export organizations en masse. Check out the relevant guide on this below:

You can also link organizations to by exporting a list of your organizations in Current RMS.