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  1. Float Help Centre
  2. Accounting & Exports

Accounting & Exports

Connect Float with your accounting software and optimize month-end.

Accounting and Exports

  • Best Practices for Month-End Reconciliation without Accounting Integrations
  • Transaction Export Overview
  • How to Edit Transactions from the Transaction Export Page
  • Transaction Export FAQ
  • Best Practices for Month-End Reconciliation with Accounting Integrations
  • Best Practices Guide for Reconciliation with Charge & Cash Accounts
See all 15 articles

General Accounting Setup

  • How to Create, Edit and Hide GL Codes
  • Will I Lose Data if I Disconnect/Reconnect My Accounting Integration?
  • How to Create Tax Codes and Multi-Part Tax Codes
  • Multi-Part Tax Codes Overview
  • Accounting Sync Setup and FAQ
  • How To Create, Edit and Delete Vendors
See all 10 articles

QBO Accounting Sync

  • QBO Integration Guide - CAD
  • QBO Integration Guide - USD
  • QuickBooks Online (QBO) Integration - FAQ
  • How do QBO Exports Work?
  • QBO Export Errors and How to Resolve Them
  • Why can't I add QBO Customers & Projects to refunds in Float?
See all 8 articles

Xero Accounting Sync

  • Xero CAD Integration Guide
  • Xero USD Integration Guide
  • Xero Integration FAQ
  • How do Xero Exports Work?
  • Xero Export Errors and How to Resolve Them
  • Best Practices Guide for Month-End Reconciliation using Xero

NetSuite Accounting Sync

  • NetSuite Integration Guide
  • Multi-Subsidiary for Netsuite & FAQ
  • NetSuite Access Recovery Guide
  • NetSuite Export Errors and How to Resolve Them
  • Best Practices Guide for Month-End Reconciliation using NetSuite
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