Finance integrations

Finance settings connect TreadOS to your accounting platform where integration is available. This page sits at the boundary between workshop operations and the formal accounting record.

• Connect or disconnect Xero or QuickBooks using the guided OAuth flow where supported.
• Sync customers in the direction your process requires, depending on how your organisation treats TreadOS versus the accounting ledger as the source of truth.
• Webhooks keep some integrations responsive; your technical or finance contact usually handles any accounting-side registration work.

Operational reality

Until a connection is authorised, invoicing still works inside TreadOS; syncing simply waits. That means the workshop can keep trading even if finance integration is not ready on day one.

Before turning an integration on for real, confirm who owns customer creation, what should sync, and how the team will notice failed or delayed exports. Clear process decisions matter as much as the technical connection.