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Introduction

WinBooks is an accounting and financial management software for small and medium-sized businesses. It allows you to manage company finances, track invoices and payments, produce financial reports and monitor company performance. Deliver the Winbooks integration your customer wants in no time.

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Configure Winbooks

Prerequisite(s) No prerequisite to enable the connector. Activation Process Activate the connector in one click on the connector section in your Chift account.

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Test Winbooks

To test the software integration, you need to go through an integrator to get a sandbox account or you must identify beta users in your client base willing to allow you to use their account for testing

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Connect Winbooks

To activate a connection with Winbooks, users will have to go through the following steps.

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Coverage