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How to setup automated reconciliation of accounts

This section shows you how to connect accountancy software to pigeonhole. All 3rd party connections are configured using the integrations page.
You can only connect one accountancy system at a time. If you want to switch providers, you’ll need to disconnect your current integration first.

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Xero

In the Xero integration click on ‘Connect’. This will open up the Xero login screen for you to authenticate with and allow access to pigeonhole. Xero Integration After this you should see the connection status in the integration card as ‘Connected’. Now any invoices will automatically be synced with Xero. Xero Connected

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QuickBooks

In the QuickBooks integration click on ‘Connect’. This will redirect you to the QuickBooks login screen where you can authenticate and authorise pigeonhole to access your QuickBooks Online account. Once connected, the integration card will show ‘Connected’ status. All invoices created in pigeonhole will automatically sync to QuickBooks Online, and payment status updates will be reflected back.

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Frequently Asked Questions

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Why did my integration disconnect?

Your accountancy integration may disconnect for several reasons:
  • Token expiry: Accountancy providers require periodic re-authentication for security. If you don’t use the system for an extended period, the connection may expire.
  • Password change: If you change your password on your accountancy provider, you’ll need to reconnect.
  • Permission revoked: If access was revoked from within your accountancy software settings.
When a disconnection occurs, you will receive an email notification alerting you to reconnect. Simply go to the integrations page and click ‘Connect’ to re-establish the connection.

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How do I resync invoices?

If you need to resync invoices to your accountancy software:
  1. Go to the invoice listing page and find the invoice you want to resync
  2. Click on the “Resync Invoice’ button in the actions list against the invoice
  3. Save the invoice - this will trigger a sync to your connected accountancy software

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What data is synced?

When connected, the following is automatically synced:
  • Invoices: Created, updated, and deleted invoices are reflected in your accountancy software
  • Customers: New customers are created automatically when their first invoice is generated
  • Payments: Payment status is synced back from your accountancy software (marks invoices as paid)

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Can I connect multiple accountancy systems?

No, you can only have one accountancy integration active at a time. This prevents duplicate invoices and conflicting data. To switch providers:
  1. Go to integrations
  2. Click ‘Disconnect’ on your current integration
  3. Click ‘Connect’ on your new preferred integration