Connect Booking Ninjas with your accounting system so agreed invoices, payments, and financial records can move between operations and finance with less manual work.
Booking Ninjas manages booking and operational workflows in Salesforce. Your accounting system can remain the finance system of record.
The integration connects only the records the workflow needs. The exact setup depends on the accounting platform, API, mapping, sync timing, and reconciliation rules. For more complex connections, see API Integration and ERP Integration.
Start with an existing supported connection where available. Scope a new connection when the workflow needs something different.
QuickBooks is a supported built-in integration where relevant. Sync agreed invoices, payments, and accounting records based on the configured workflow.
Xero can be connected when the required API, records, and workflow are supported. The exact scope is reviewed during implementation.
NetSuite and other ERP connections are scoped around the records, entities, APIs, and system-of-record rules involved.
Keep the integration focused on the records finance and operations actually need to share.
Use Invoice Management and Recurring Billing to create charges in Booking Ninjas, then pass the agreed invoice data to accounting.
Sync agreed payment records from Payment Processing and review differences through Payment Reconciliation.
Map booking charges, memberships, fees, events, or services to the accounting categories your finance team uses.
Pass agreed expense or vendor records to the accounting system when they are part of the integration scope.
Clear ownership and mapping matter more than trying to sync everything.
Decide which system owns each record before designing the sync.
Map only the customers, invoices, payments, entities, accounts, and fields the workflow needs.
Define what moves, when it moves, and what event triggers the exchange.
Decide what happens when a record fails and who reviews the issue.
The integration can be designed around multiple properties, accounting entities, currencies, and reporting structures when the connected systems support them.
Use clear permissions, validation, mapping, and exception handling so finance and operations know what each system is responsible for.
Use supported authentication and API methods for system-to-system access.
Use Salesforce roles and permissions to control access to operational finance records.
Check required data before a record is sent to the connected system.
Use available history, logs, and exception records to review integration activity.
Scope note: Booking Ninjas handles the operational side of the connection. The accounting platform remains responsible for its accounting rules and financial records. Exact behavior depends on the connected system and the agreed integration design.
Supported built-in integrations are included with Core where relevant. New accounting or ERP connections are scoped separately.
Platform foundation
Core starts with 1–50 Active Bookable Units and includes supported built-in integrations where relevant.
New or custom connection
Xero, NetSuite, or other accounting and ERP connections depend on the current connector, API, mapping, sync rules, testing, and support required.
Implementation, third-party licenses, middleware, API usage, migration, and custom development are separate unless explicitly included.
The right approach depends on what needs to sync, how often it moves, and how much control the workflow needs.
| Capability | Manual / Export-Based | Booking Ninjas |
|---|---|---|
| Invoices & payments | Exported or entered manually | Can sync based on the configured scope |
| Data mapping | Checked manually | Defined during implementation |
| Sync timing | Depends on staff process | Defined in the integration design |
| Exceptions | Found after a mismatch | Can be routed for review |
| New systems | Separate manual process | Scoped through API or ERP integration |
Connect the finance workflow to the features that create and review the underlying records.
Invoice Management
Create and track invoices connected to operational records.
Payment Processing
Connect supported payment and refund workflows to Salesforce records.
Payment Reconciliation
Compare transactions, invoices, settlements, and related records.
Recurring Billing
Create scheduled invoices for memberships, services, agreements, and other recurring charges.
API Integration
Connect accounting platforms and other systems through supported APIs.
ERP Integration
Scope broader ERP connections when the workflow goes beyond a standard accounting sync.
Tell us which accounting system you use and which records need to move. We can scope the connection around your current finance workflow.
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