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    • Xero Practice Manager Integration
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    • QuickBooks Online Integration
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  • What's New
      Back to home
      1. Help Centre
      2. Integrations
      • Getting Started
        • Getting Setup
        • On-Demand Training
      • Using SuiteFiles
        • File and Folder Basics
        • Search and Navigation
        • Templates
        • Sharing and Tasks
        • PDF Editing and Annotations
        • Webinars
      • Our Apps
        • SuiteFiles Outlook for Windows
        • SuiteFiles Outlook for Web and Mac
        • SuiteFiles Drive
        • SuiteFiles Chrome Extension
      • SuiteFiles Connect
        • Connect for SuiteFiles users
        • Connect users
      • Document Signing
      • Integrations
        • Xero Practice Manager Integration
        • WorkflowMax Integration
        • Xero Tax Integration
        • Xero Workpapers Integration
        • FuseDocs
        • OneDrive
        • GreatSoft Integration
        • Karbon Integration
        • QuickBooks Online Integration
      • Subscription and Billing
        • Managing users
        • Managing your subscription
      • Troubleshooting
        • SuiteFiles Web App
        • Xero Integration
        • SuiteFiles Outlook
        • SuiteFiles Drive
        • Office 365
      • What's New

      Integrations

      Set up our Xero Integrations to pre-populate your templates and link your client data

      Xero Practice Manager Integration

      • How do I structure SuiteFiles to work with my Groups in Xero Practice Manager (XPM) ?
      • Setting up the Xero Practice Manager Integration
      • Using the Xero Practice Manager and SuiteFiles Integration
      • Recommended Folder Structure When Using Xero Practice Manager
      • Bulk Folder Generation: How to Import Client Data from XPM
      See more

      WorkflowMax Integration

      • Using the WorkflowMax and SuiteFiles Integration
      • Setting up the WorkflowMax integration

      Xero Tax Integration

      • Setting up the Xero Tax integration
      • Printing Tax Returns to SuiteFiles

      Xero Workpapers Integration

      • Download workpapers from Xero to SuiteFiles

      FuseDocs

      • Getting Started with the SuiteFiles x FuseDocs (FuseWorks) Integration

      OneDrive

      • SuiteFiles x OneDrive integration guide

      GreatSoft Integration

      • Setting up the MYOB Practice Management/GreatSoft Integration
      • MYOB Practice Management/GreatSoft Merge Fields for Templates

      Karbon Integration

      • Setting up the Karbon integration
      • Karbon Integration in SuiteFiles
      • Using SuiteFiles in Karbon
      • How to Sync your Karbon Storage with SuiteFiles

      QuickBooks Online Integration

      • QuickBooks Online Merge Fields for Templates
      • Setting up the QuickBooks Online Integration
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