This step explains how to connect your accounting software to Tribe via the Marketplace. Once the integration is active, invoice data flows automatically between systems — eliminating double entry and keeping your financial administration accurate and up to date.
Things looking a little different? We're rolling out a new interface, and your account may already have it! If the steps here don't match what you're seeing, head over to How Do I Use the Tribe's New Layout - Tabbed UI? for the updated version of this guide.
Before you start
Before setting up the connection, make sure you have the following in place:
Confirm your accounting software is supported. Check the Tribe Marketplace to verify that your accounting package is available as an integration.
Gather the required credentials. Most integrations require an API key or login credentials from your accounting software. Contact your finance team or IT department in advance to ensure these are available.
Agree on what should sync. Decide which data should flow between systems — typically invoices, credit notes, and payment status. Knowing this upfront helps you configure the integration correctly from the start.
Involve the right people. Connecting two systems often affects multiple teams. Make sure your finance team is aware of and aligned with the integration before you activate it.
Connect your accounting software via the Marketplace
The Tribe Marketplace is where you find and activate integrations with third-party tools, including accounting packages. Connecting from here ensures the integration is set up in a supported and maintainable way.
Tips and Best Practices
Test the integration with a small number of invoices before relying on it fully. Verify that data appears correctly in your accounting software before processing live invoices through the connection.
Agree with your finance team on a clear owner for the integration — someone who monitors whether the sync is working and knows who to contact if something goes wrong.
Document the configuration settings you used when activating the integration. This makes troubleshooting easier and speeds up onboarding if a new admin needs to take over.
If your accounting software is not yet available in the Marketplace, contact Tribe support to discuss your options.
Quick Summary
Connecting your accounting software to Tribe eliminates double entry and keeps your financial administration accurate and up to date. Invoice data flows automatically between systems — saving your team time and reducing the risk of errors.
Continue to the final step: Step 6: Start Working Daily with Invoicing