MoneyBird
Connect OutSmart with MoneyBird and manage contact, item, hour type, and invoice sync.
MoneyBird connects OutSmart with your MoneyBird administration.
Use this section to set up the connection and manage what syncs in and out.
In this guide
What you do with MoneyBird
import contacts, products, and hour types from MoneyBird
export invoiced work orders to MoneyBird automatically
keep customer and item data aligned between both systems
Recommended order
Start with What is MoneyBird?.
Then set up MoneyBird.
Use Troubleshoot MoneyBird when a sync fails.
Important to know before you start
You must activate MoneyBird through the License Manager first.
MoneyBird should stay the leading system for customer and product data.
You can import contacts, products, and hour types separately.
You can export new customers, materials, and hour types from OutSmart.
Invoice export can also attach the work order PDF in MoneyBird.
Related topics
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