Why Integrating your Accounting Tools with Job Management Software is a Game-Changer for Tradies

Any business generates admin and tradies know all too well how time-consuming, yet crucial, the accounting side of things can be. Manual data entry, paper invoices and quotes, complex spreadsheets, and lost receipts… it’s a recipe for frustration. That’s why connecting your accounting software with your job management system is one of the smartest moves you can make for your business.

With Trak, you can bring it all together. Trak seamlessly integrates with leading accounting platforms including Xero, MYOB, and QuickBooks, creating one connected workflow that keeps your jobs, finances, and reporting in sync.

The benefits of integrating Trak with your accounting software

The biggest benefit? Time saved.
By linking your accounting software directly with Trak, you remove the need to constantly switch between systems or double-handle data. Any updates made in one system automatically sync to the other, meaning invoices, payments, and customer information stay consistent across the board. The result is less manual entry, fewer mistakes, and more reliable data you can trust.

This integration gives you:

• Automatic syncing of invoices, payments, and client details
• Live visibility into job costs, profits, and outstanding payments
• Secure, two-way data flow that keeps your books accurate
• Customised invoicing and quoting templates that match your brand

You’ll spend less time buried in admin, and more time getting work done.

Stay compliant and confident

When your accounting tools and Trak work together, you can automatically apply the correct tax rates and financial data to each job. For Xero users, a Xero Payroll integration is in the works so soon you can also have your timesheets flow directly through to your accounting platform and organise payroll so there’s no need to approve or adjust entries in multiple places. Everything stays aligned and audit-ready.

Admin permissions in Trak also give you full control over who can create or edit invoices, approve timesheets, or manage rates, helping you prevent errors before they happen.

Work smarter with the accounting tools you already use

Whether you use Xero, MYOB, or QuickBooks, Trak connects seamlessly. Once integrated, any payment marked as received in your accounting software automatically updates in Trak — keeping your job and financial records perfectly matched. You’ll always know what’s been billed, what’s been paid, and what’s still outstanding.

And with all your job data, including photos, notes, and materials, easily linked to invoices and payments, you’ll never have to hunt down paperwork or chase missing details again.

Simplify your admin with Trak

Running a trade business is tough enough without wrestling with disconnected systems. Trak’s accounting integrations make it easy to keep your business finances running smoothly, accurately, and in real time.

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