# Accounting Integrations Export invoices and staff hours from Comm.care to your accounting software. ## Xero ### [Exporting to Xero](xero.md) Export service claims and invoices to Xero **Services supported:** NDIS Self-Managed, Plan-Managed, Client fee-for-service ### [Accounting Integration to Xero](xero-setup.md) Setting up the Xero integration --- ## MYOB ### [Exporting to MYOB](myob.md) Export service claims and invoices to MYOB **Services supported:** NDIS Self-Managed, Plan-Managed, Client fee-for-service ### [Accounting Integration to MYOB](myob-setup.md) Setting up the MYOB integration --- ## QuickBooks ### [Exporting to QuickBooks](quickbooks.md) Export service claims and invoices to QuickBooks **Services supported:** NDIS Self-Managed, Plan-Managed, Client fee-for-service ### [Accounting Integration to QuickBooks](quickbooks-setup.md) Setting up the QuickBooks integration ### [Exporting Staff Hours to QuickBooks](quickbooks-timesheets.md) Export timesheets for payroll processing in QuickBooks --- ## What Can You Export? ### Invoices: - **NDIS Plan-Managed** - Invoices sent to plan managers - **NDIS Self-Managed** - Invoices sent to participants - **CHSP Client Contribution** - Client fees for CHSP services - **Fee-for-Service** - Private pay invoices ### Staff Hours: - **Timesheets** - Hours worked by each staff member - **Payroll data** - For processing staff payments - **Billable vs non-billable** - Separate tracking --- ## Accounting Workflow ### Monthly Process: 1. **Service Delivery** (Ongoing) - Staff create progress notes for all services 2. **Validate Hours** (Week 4) - Review Organisation Calendar - Verify all progress notes are complete - Check for any discrepancies 3. **Create Invoices** (Month-end) - Generate invoices from progress notes - Review for accuracy - Send to plan managers, participants, or clients 4. **Export to Accounting** (Month-end) - Export invoices to Xero/MYOB/QuickBooks - Export staff hours for payroll - Reconcile in accounting software 5. **Reconciliation** (Ongoing) - Match payments to invoices - Track outstanding invoices - Generate financial reports --- ## Setup Checklist ### Initial Setup: - [ ] Choose accounting platform (Xero, MYOB, or QuickBooks) - [ ] Configure integration in Comm.care - [ ] Map Comm.care accounts to accounting software accounts - [ ] Test export with sample invoice - [ ] Verify data appears correctly in accounting software - [ ] Train finance team on export process ### Ongoing Maintenance: - [ ] Export invoices monthly - [ ] Export staff hours for payroll - [ ] Reconcile payments - [ ] Review financial reports - [ ] Update account mappings if services change --- ## Common Export Fields **Invoice Exports Include:** - Invoice number - Client/participant name - Service dates - Service descriptions - Line items (for NDIS) - Amounts - GST (if applicable) - Payment terms **Staff Hours Exports Include:** - Staff member name - Date of service - Hours worked - Service type - Participant (if needed for job costing) - Billable vs non-billable --- ## Tips for Smooth Accounting Integration ✅ **Consistent naming** - Use same client names in Comm.care and accounting software ✅ **Regular exports** - Don't wait until year-end; export monthly ✅ **Reconcile promptly** - Match payments soon after receiving them ✅ **Chart of accounts mapping** - Ensure services map to correct accounts ✅ **GST configuration** - Verify GST settings match your registration status ✅ **Review before export** - Check invoices for accuracy before exporting ✅ **Archive exports** - Keep records of what was exported and when --- ## NDIS-Specific Considerations ### What to Export: - **Plan-Managed invoices** - Export to accounting for revenue tracking - **Self-Managed invoices** - Export for client billing and accounts receivable - **NDIA-Managed** - May not need accounting export (bulk upload to NDIS portal instead) ### What NOT to Export: - Bulk upload files (these go to NDIS portal, not accounting) - Internal progress notes (unless needed for audit trail) --- ## Troubleshooting **Issue:** Duplicate invoices in accounting software **Solution:** Track what's been exported; use invoice numbers to prevent duplicates **Issue:** Client names don't match **Solution:** Standardize naming in both systems; use client IDs if available **Issue:** GST amounts incorrect **Solution:** Verify GST settings in both Comm.care and accounting software **Issue:** Staff hours don't reconcile **Solution:** Check for missing progress notes; validate hours on Organisation Calendar --- ## Related Topics - [Invoicing & Claims](../../features/invoicing-claims/) - Creating invoices - [Reporting](../../features/reporting/) - Staff hours reports - [Organisation Calendar](../../features/scheduling-rostering/) - Validating billable hours --- [Need to raise a request? Contact us.](https://conversations-app.brevo.com/)