Ignition

Connecting apps

Learn how to convert your app clients to an Ignition client and understand the linking between the two systems!

Converting app clients to an Ignition client

Learn the nuances if you wish to use Ignition without a ledger connected to your account.

Using Ignition without a connected ledger

Imports any unpaid + approved invoices directly to Ignition. This is a feature available for QuickBooks and Xero.

Import unpaid ledger invoices

Nicole Baptiste

Pat Kuo

Georgia Smith

Make the most of Ignition by connecting your favorite apps.

Apps & Integrations

Ignition and Xero

Connect your Xero account to gain access to your Xero client list and create invoices automatically when a proposal is accepted.

Connecting To Xero

How to configure the Xero integration for Ignition

Xero Settings

Learn about how Ignition marks your invoices as "Paid" in Xero and what bank rule you need to set up to reconcile your payouts!

Reconciling payouts with a bank rule in Xero

Learn how to use the Xero Tracking Categories feature on clients and invoices that can be pushed from Ignition to Xero.

How To Use Xero Tracking Categories

Create a Xero invoice branding theme which automatically deploys from Ignition without individual service pricing.

How To Hide Service Line Item Pricing On Xero Invoices

Learn what Xero branding themes are and how you can use them in Ignition!

Creating and linking your Xero invoice branding theme to Ignition

We have documented the most common reasons an invoice may fail to be created or reconcile in Xero

Xero Invoice Creation and Reconciliation Errors

Learn how to troubleshoot your Ignition Clearing Account and how to resolve common out of balance errors in Xero.

Troubleshooting the Ignition Clearing Account in Xero

Import your repeating invoices from Xero or QuickBooks, engage your existing clients in bulk and get paid faster with Ignition!

Import repeating Xero and QuickBooks invoices

If you are using Ignition to collect debt, here are some best practices around managing your invoices within Xero and QuickBooksk.

Collecting debt and invoice management when using Ignition and Xero/QuickBooks

Learn how to map and re-map your Ignition clients to different Xero or QuickBooks contacts.

Mapping your Ignition clients to Xero or QuickBooks contacts

Learn about what you need to set up to reconcile your payouts in your connected ledger!

Reconciling Payouts

Learn how to re-map clients between Ignition and Xero if you've merged or archived client records from XPM or Xero HQ.

Re-mapping Ignition Clients to your Single Client Record in Xero

Refund process in Ignition and Xero

Brendan Allen

Xero

A quick start guide for those wanting to use Ignition with XPM

Ignition & XPM best practice checklist

Connecting to and setting up Xero Practice Manager (XPM)

Learn how to link one or multiple XPM Job Templates to your services in Ignition!

Setting up Job Templates in XPM and linking to Ignition services

Learn how to correctly set up your XPM Job Categories, Job States & Cost Templates to streamline your workflow from your proposals.

Setting up XPM Job Categories, Job States & Cost Templates

Learn how to manage multi-entity engagements in Ignition!

Managing group engagements in Ignition

Learn how to best manage multiple recurring XPM jobs for a single Ignition client if our recommended one job structure doesn't suit you.

Manage multiple recurring XPM Jobs for a single Ignition client

Troubleshooting tips for invoices imported from Xero to Xero Practice Manager (XPM)

Invoice allocation troubleshooting in Xero Practice Manager

Learn about how to make sure your WIP is allocated to your existing XPM jobs.

Allocating invoices to existing XPM jobs

Learn our best practices for managing your clients’ software subscriptions when using Ignition & XPM.

Managing software subscriptions with Ignition

Troubleshooting tips for client duplicates occurring in Xero Practice Manager (XPM) and Ignition

Duplicate clients in Xero Practice Manager

Instructions to set-up invoice import from Xero to Xero Practice Manager (XPM)

Importing Xero invoices to Xero Practice Manager

If you are connecting XPM to Ignition, we recommend that you add all of your employees in both systems and link them.

How to map Xero Practice Manager users to Ignition users

Learn how to effectively perform the WIP washup process when using XPM and Ignition.

The WIP Washup process with Xero Practice Manager & Ignition

Discover how data syncs between Ignition and Xero Practice Manager and choose how you would like the data to flow!

XPM Client Data Sync & Adding Clients to Proposals

Isabelle Miller

Khang Ngo

Xero Practice Manager

Learn how the Ignition and QuickBooks integration works.

Ignition and QuickBooks

Learn about how Ignition marks your invoices as "Paid" in QuickBooks and what transfer rule you need to set up to reconcile your payouts!

Reconciling Payouts with a Transfer Rule in QuickBooks

Learn how to connect to QuickBooks and all the connection settings

Connecting to QuickBooks

QuickBooks Settings

How to connect services in Ignition to QuickBooks

Create a QuickBooks invoice branding theme that automatically deploys from Ignition without individual service pricing.

How to hide service pricing on QuickBooks invoices

We have documented the most common reasons an invoice may fail to be created or reconcile in QuickBooks

QuickBooks Invoice Creation and Reconciliation Errors

Batch send sales transactions In QuickBooks

Are your invoices being created in QuickBooks without a transaction/invoice number? Here's what to look for in your QuickBooks account.

Why aren't transaction (invoice) numbers showing in QuickBooks invoices?

Troubleshooting tips for client duplicates occurring in QuickBooks and Ignition

Duplicate clients in QuickBooks

Learn how to use the QuickBooks Classes feature on services and invoices that can be pushed from Ignition to QuickBooks.

How to use QuickBooks classes

Reid

Tom Maxwell

QuickBooks

Learn how to use the MYOB integration to map your clients, sync data and create invoices automatically when a proposal is accepted.

Ignition and MYOB

MYOB

Learn how to use the ProConnect integration to import clients, sync data and create & send tax engagements in bulk to your clients!

Ignition and ProConnect

ProConnect

Learn how to use the Sage integration to map your clients, sync data and create invoices automatically when a proposal is accepted.

Ignition and Sage

Sage

Learn how you can integrate with hundreds of other apps by combining Ignition with Zapier

Ignition and Zapier

Some actions only happen during new client onboarding. Here's 3 ways to ensure certain zaps only run for new clients (and not for renewals)

Zapier: How Do I Filter Zaps To Only Run For New Clients?

Nick Dainty

Zapier

Learn how to automatically create leads in Ignition using Calendly and Zapier

Zapier: Automate lead creation between Calendly & Ignition

Learn how to link your TypeForm account to Ignition to automatically create clients and send off your next steps form fill.

Zapier: Automate your Client Onboarding (TypeForm & Ignition)

Learn how to create a new client in Ignition and update Hubspot when the proposal is signed

Zapier: Hubspot and Ignition

Learn how to automatically add a card to a Trell based on the services accepted in an Ignition proposal.

Zapier: Create a Card for Clients in Trello when an Ignition proposal is accepted

Connect Ignition with Content Snare to eliminate the manual & tedious parts of your client onboarding process!

Zapier: Content Snare and Ignition

How to create Zapier & Jetpack workflows to create jobs in Jetpack for signed proposals

Zapier: Creating Jetpack Workflows

Using each service in Ignition to create a singular Job in Jetpack

Zapier: Advanced Jetpack Workflows

Ignition doesn't integrate with Cimplico Sync. However, both systems can be used together so please read the FAQ below!

Using Cimplico Sync with Ignition

Kalem Tonn

Matthew Kanas

Zapier Templates & Tutorials

How to connect Ignition and Karbon. Learn how to assign Karbon work templates to Ignition services!

Connecting to Karbon

Information on how Ignition and Karbon works with included commonly asked FAQ's

Ignition and Karbon

Dane Thomas

Karbon

Learn how to use the Gusto integration to map your clients, sync data and use the Gusto proposal template to win over your clients!

Ignition and Gusto

Learn how client syncing works if you have both XPM and Gusto connected.

Client Syncing between XPM and Gusto

Gusto

Learn how to use the CCH Axcess integration to map your clients, sync data and import payments from CCH for collection.

Ignition and CCH Axcess

CCH Axcess

Learn how to use the Slack integration to receive proposal acceptance notification in your Slack workspace!

Ignition and Slack

Slack

Import your Practice CS clients, filter clients by return type, and send tax proposals to multiple clients in bulk using templates.

Ignition and Practice CS

Import clients and invoices from Practice CS to Ignition

Practice CS

Import your UltraTax clients, filter clients by return type, and send tax proposals to multiple clients in bulk using templates.

Ignition and UltraTax

Import your UltraTax clients into Ignition

UltraTax

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