Add an accounting handoff destination

Record where your bookkeeper's software lives, such as QuickBooks Online or Xero, and how the numbers reach it, so your team knows where invoices and payments are handed off.

In the sidebar, open Administration, then choose Accounting Handoff under Integrations & API. The page address is /settings/org/integrations/accounting.

Before you start

• Your role needs permission to read accounting integrations to open the page, and to create, update or delete them to change anything.
• Nova stays the place where the work happens. A destination here is where your accountant receives the numbers; the ledger, reconciliation and closing live in their software.
• A destination is a record for your team, not a live connection: Nova does not sign in to QuickBooks Online or Xero or send anything to them from this page. The files your accountant imports come from Open export center on this page, with or without a destination. See Export your books for your accountant.
• The currency of a destination is locked to your organization's currency.

Steps

1. Scroll to Add Destination.
2. Choose the Provider: QuickBooks Online, Xero, CSV Export or Generic API.
3. Type a Display name your team will recognize, such as the accountant's firm.
4. Set the Status. New destinations usually start as Draft or Configuring and move to Connected once the accountant confirms it works.
5. Choose the Connection mode you agreed with your accountant: Export only for files, Push or Hybrid. The page suggests starting with export only.
6. Pick the Export format: CSV, JSON or NDJSON. CSV opens in any spreadsheet.
7. Fill in what your accountant gave you: the Credential reference, the External organization ID of the company file in their software, and the Destination region.
8. Set Sync window days, how many days back each handoff covers, and add Notes for the next person.
9. Press Add destination.

What you see

• The counts at the top show Connected Destinations, Export-Only Destinations and the Last Handoff, which reads "N/A" because nothing on this page records a handoff yet.
• Each destination under Configured Destinations lists its provider, status, mode, format and currency as short codes (such as quickbooks_online and export_only), with Edit and Delete. Edit loads it into the form, which then reads Update Destination with Save destination and Cancel edit.
• Open billing administration opens the Sales & Billing group on the Settings page.

If something looks different

• Add destination is greyed out: the organization's currency is not set up yet. If pressing it shows a permission message, your role cannot create destinations.
• Nova does not change a destination's status on its own. When the accountant reports a problem, set its Status to Needs attention so the team knows to check the credential reference and external organization ID with them.
• The Default currency field says a historical currency is read-only: this destination was set up before the organization currency changed; new exports use the current one.
• Delete removes the destination right away, without asking again. Set the Status to Disabled instead if you may need it later.

Open Accounting Handoff