Calxa

Mick Devine

Alex Lewis

Shem Bogusz

Getting Started

Sign up for a Free Trial

Getting Started Step 1 - Set Up Budgets

Second step in getting started with Calxa

Getting Started Step 2 - Run Reports

Third and final step in getting started with Calxa

Getting Started Step 3 - Automate Reports

What accounting software works with Calxa Online?

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

Calxa and Xero

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

Calxa and MYOB

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

Calxa and QuickBooks Online

Settings related to the automated daily sync with your accounting data.

Daily Auto-Sync

Logically group organisations and users in workspaces then navigate between workspaces to keep data separate.

Workspaces in Calxa

Initial Steps

How to sync a Xero organisation and set sync options.

Sync a Xero Organisation

Reconnect a Xero Organisation

How to sync a MYOB organisation and set sync options.

Sync a MYOB Organisation

Reconnect a MYOB Organisation

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

Reconnect a QuickBooks Online Organisation

General Settings

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

Troubleshooting Xero Sync

Organisation Sync and Reconnect

Create an Automated Workflow

Edit Workflow Actions and Schedules

A simple guide on what to do when your daily sync or workflow fails.

Troubleshoot Daily Sync & Workflow Failures

View Workflow Activity and History

How do I stop reports from being sent out?

Sandra McCarthy

Workflows

Go back to the Calxa Website

How Calxa Works

Calxa Premier Plans start with 1 organisation. Bulk pricing is available for 5, 50, 100 and 200 organisation plans

Calxa Product Range

Compare Calxa to Others

Evaluate Calxa

Status Page

Contact Us

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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