Integrations and Accounting

Learn how to integrate with your existing accounting software and tech stack for double the efficiency.

8 articles in this collection
Written by Maha AlHussein and Becca Pryor

Integrations

Integration: QuickBooks

This article describes how you set up and use Roger's integration for QuickBooks accounting software.

Written by Maha AlHussein
Updated over a week ago

Integration: Xero

This article describes how to set up and use Roger's integration for Xero accounting software.

Written by Maha AlHussein
Updated over a week ago

Integration: Slack

Here's how you can view and approve Roger bills and receipts without ever leaving Slack.

Written by Becca Pryor
Updated over a week ago

Integration: Zapier

Instantly populate your CRM, Excel or Google Sheets with customer and expense data from Roger.

Written by Becca Pryor
Updated over a week ago

Forwarding your financial documents from Hubdoc to Roger

Learn how to require that all bills, receipts, and credit notes submitted to Hubdoc are forwarded to your Roger account.

Written by Maha AlHussein
Updated over a week ago

Integration log

For any document, view a log of all the syncs that have occurred between Roger and your accounting software.

Written by Maha AlHussein
Updated over a week ago

Integration Troubleshooting

Common integration errors explained - QuickBooks

Here we'll run through some of the most common errors our customers encounter with their QBO integration.

Written by Becca Pryor
Updated over a week ago

Common integration errors explained - Xero

Here we'll run through some of the most common errors our customers encounter with their Xero integration.

Written by Becca Pryor
Updated over a week ago