How to connect your ledger

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¬†

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

Connecting your ledger

Below is an example of how to connect your Xero ledger – same process for QuickBooks, FreeAgent and Sage:

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

What information does Know-it pull from your ledger? 

  • Customers list: name, company registration, address and email address
  • Invoices to customers

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

Once you’ve 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 Credit Insurance and Invoice Finance, and request a quote

Is this article useful?

We're glad to hear-it!

We're sorry to hear-it!





    Leave a Comment

    Your email address will not be published. Required fields are marked *

    Need Support?

    Raise a ticket directly with our
    support team.

    KNOW-IT (GLOBAL) LTD International House, Stanley Boulevard, Hamilton Technology Park, Glasgow, Scotland, G72 0BN. SC645873.

    © Copyright 2023. All rights reserved.

    Connect
    Subscribe and be a credit Know-it all.

      Scroll to Top