What is MoneyBird?
Understand what MoneyBird syncs with OutSmart, what it requires, and which system should lead.
MoneyBird connects OutSmart with your MoneyBird administration.
It reduces double entry between field work, customers, items, and invoicing.
What you do with MoneyBird
import contacts into OutSmart customers
import products into materials and hour types
export invoiced work orders to MoneyBird
keep customer and item data aligned between both systems
What syncs between both systems
With MoneyBird in OutSmart, you can:
import contacts from MoneyBird into customers
import products from MoneyBird into materials
import hour types from MoneyBird product categories
export invoiced work orders to MoneyBird as invoices
attach the work order PDF to the MoneyBird invoice
export new customers, materials, and hour types from OutSmart to MoneyBird
How the process usually works
A common setup starts in MoneyBird.
You import customers and products into OutSmart.
Then you complete work orders in OutSmart.
After invoicing, OutSmart creates the invoice in MoneyBird automatically.
What you need first
Before you start, make sure you have:
access to Settings → General → Software integrations
an active MoneyBird integration in the License Manager
access to the MoneyBird account you want to connect
Important to know
MoneyBird should stay the leading system for customer and product data.
Update customer and product details in MoneyBird first.
Then import those changes into OutSmart.
You can use both systems without the integration.
Without the integration, you must enter the same data manually in both systems.
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