Calxa

Mick Devine

Shem Bogusz

Learn how to connect Calxa to your accounting information

Integrations

Integrations with Xero, QuickBooks Online and MYOB

Small business integrations

This help note will show you how to add a Xero organisation to your workspace.

Add a Xero Organisation

Best practices and things to note for a smooth integration with Xero.

Calxa and Xero

How to sync a Xero organisation and set sync options.

Sync a Xero Organisation

Steps to re-authenticating your revoked Xero tokens.

Reconnect a Xero Organisation

Troubleshooting common errors or issues with your Xero connection and sync.

Troubleshooting Xero Sync

All you need to know about connecting to Xero

Xero integration

This help note will show you how to add a MYOB Business online organisation to your workspace.

Add a MYOB Business Organisation

Best practices and things to note for a smooth integration with your MYOB Data.

Calxa and MYOB Business

How to sync a MYOB organisation and set sync options.

Sync a MYOB Organisation

Re-establishing connection to your MYOB file

Reconnect an MYOB Organisation

Reconnect Your MYOB Business Integration by 1 September 2026

Reconnect MYOB Business by 1st September 2026

All you need to know about connecting to MYOB Business products

MYOB Business integration

This help note will show you how to add a QuickBooks Online organisation to your workspace.

Add a QuickBooks Online Organisation

QuickBooks Online Disconnected

Best practices and things to note for a smooth integration with QuickBooks.

Calxa and QuickBooks Online

This help note will show you how to sync a QuickBooks Online organisation as well as change your sync options.

Sync a QuickBooks Online Organisation

Steps on re-authenticating your revoked QuickBooks token.

Reconnect a QuickBooks Online Organisation

All you need to know about connecting to QuickBooks Online

QuickBooks Online Integration

Integrations with Acumatica, Business Central, NetSuite and Sage Intacct

Enterprise integrations

Best practices and things to note for a smooth integration with Acumatica

Calxa and MYOB Acumatica

A guide to configuring the connected application in Acumatica and connecting the tenant as an Enterprise Integration in Calxa.

MYOB Acumatica Integration

Add an organisation from an existing MYOB Acumatica Tenant

Add a MYOB Acumatica Organisation

Making changes to an existing MYOB Acumatica connection

Edit MYOB Acumatica Integration

How to create (if necessary) and assign the ODatav4 role in Acumatica. This is necessary for a user to set up the Calxa integration

Add ODatav4 Role for Acumatica

How to sync a MYOB Acumatica organisation and adjust the settings.

Sync a MYOB Acumatica Organisation

All you need to know about integration to Acumatica

Acumatica integration

Best practices and things to note for a smooth integration with NetSuite

Calxa and NetSuite

A guide to configuring the OAuth Integration in NetSuite and connecting the tenant as an Enterprise Integration in Calxa.

NetSuite Integration

Add an organisation from an existing Oracle NetSuite Tenant

Add a NetSuite Organisation

Making changes to an existing NetSuite connection

Edit NetSuite Integration

Sync a NetSuite Organisation

All you need to know about integration to NetSuite

NetSuite integration

A guide to configuring the Web services requirements in Sage and connecting the tenant as an Enterprise Integration in Calxa.

Sage Intacct Integration

Best practices and things to note for a smooth integration with Sage Intacct

Calxa and Sage Intacct

Add an organisation from an existing Sage Intacct Tenant

Add a Sage Intacct Organisation

Making changes to an existing Sage Intacct connection with Calxa

Edit a Sage Intacct Integration

Sync a Sage Intacct Organisation

All you need to know about integration to Sage Intacct

Sage Intacct integration

Use the chart of accounts to group and classify actuals and budgets for P&L and Balance Sheet reporting.

Manage Chart of Accounts

Use Business Units to track different areas of your business such as Projects or Departments.

Manage Business Units

Enter Actuals for Manual Organisation

If you have a manual organisation you will need to update your actuals in Calxa or import them from an Excel or csv file. Export a template first, populate it…

How to import Actuals for a manual organisation

Overview of the import process for a manual organisation

Import data for a manual organisation

Overview of how to add a manual organisation and then start adding data

How to set up a manual organisation

Tax codes can be imported through Import Data, Tax Codes or added manually through the Chart of Accounts screen

How do I add tax codes to a manual organisation?

From Organisation Sync, Import Data you can export a template and then import the accounts you need for your manual organisation.

How do I import the Chart of Accounts for a Manual Organisation?

We use the generic term "Business Unit" to cover departments, cost centres, jobs, projects, tracking categories, programs - any division within your business.

How can I add business units or cost centres to a manual organisation?

Import the trial balance for your organisation to provide a robust starting point for future updates

How do I import Opening Balances to a Manual Organisation?

Set up Calxa when we don't have a direct integration to your accounting system

Manual Organisations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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