Accounting Seed

Checkbook offers a seamless integration with Accounting Seed, a leading accounting platform built on Salesforce. This integration streamlines your payment workflows by allowing you to initiate and track payments directly within your Accounting Seed environment, eliminating the process of printing checks and mailing them out manually.

If you are an Accounting Seed user looking to optimize your payment processes, the Checkbook integration offers a powerful solution for seamless and efficient payment management directly within your accounting platform.

Key Benefits

Our integration simplifies payment initiation directly from within the Accounting Seed platform. It automates data synchronization of payment details, statuses, and reconciliation information between the systems, and enables real-time visibility into payment status. The integration improves reconciliation by automatically matching payment records with accounting data and enhances efficiency by automating payment processes, saving time and resources.

By integrating Checkbook with Accounting Seed, finance teams can:

Reduce Manual Effort: Eliminate the need for manual data entry and reconciliation between separate systems.

Improve Accuracy: Minimize errors associated with manual data transfer.

Gain Better Control: Have a centralized view of all payment activities within their accounting system.

Streamline Month-End Close: Accelerate the reconciliation process for faster and more efficient financial reporting.

How It Works

The Checkbook.io integration with Accounting Seed typically involves the following steps:

1. Initiate Payments: Triggering payment initiation from within Accounting Seed objects (e.g., Bills, Payment Requests). This action sends the necessary payment information to Checkbook.
2. Process Payments: Checkbook processes the payment according to your configured settings and payment method (e.g., printed check, mailed check, ACH).
3. Update Transactions: Payment details and reconciliation information are automatically recorded within Accounting Seed, ensuring accurate and up-to-date financial records. This allows for real-time monitoring of payment statuses within Accounting Seed

Installation

Detailed instructions on installing, configuring, and using the Checkbook integration with Accounting Seed are provided in a dedicated guide specific to the connector. This documentation covers:

Prerequisites: Requirements for your Accounting Seed and Checkbook accounts

Installation Steps: Install  the Checkbook connector package in Salesforce/Accounting Seed.

Configuration Settings: How to connect your Checkbook API keys and configure data mapping.

Payment Workflows: Step-by-step guides on initiating and managing payments from within Accounting Seed.

Troubleshooting: Common issues and how to resolve them.

A walkthrough of the installation process is also available in the following video: