Use Admin → Integrations to connect an available accounting system. Accounting integrations are shown only when they are enabled for your organisation.
Neptune allows one connected accounting provider at a time. If a different provider is already connected, its card must be disconnected before the new connection button becomes available.
Compare the providers
| Provider | Current Neptune use |
|---|---|
| Xero | Create or update Xero contacts from Neptune customers and sync Neptune invoices using selected Xero invoice defaults. |
| MYOB | Create or update MYOB customers and sync Neptune invoices as MYOB service invoices. |
| Reckon Accounts Hosted | Connect a company file for accounting lookups. It does not provide the customer and invoice sync controls described for Xero and MYOB. |
The Integrations page may also show non-accounting integrations such as uDrew.
Open an integration
- Open Admin → Integrations.
- Select the provider tile.
- Review its connection status and settings in the drawer.
- Follow the provider-specific guide linked above.
A successful connection shows Connected and, where available, the selected organisation or company-file name.
Disconnect or change providers
- Open the currently connected provider.
- Click Disconnect.
- Wait for the disconnected confirmation.
- Open the replacement provider and start its connection.
Disconnecting stops new sync activity. Disconnecting does not delete existing customer or invoice records. Review any outstanding sync errors before changing providers.
Availability and troubleshooting
- If a provider tile is missing, the integration is not currently available to your organisation. Contact Neptune support to confirm eligibility or enablement.
- If a connect button is disabled, read the notice naming the other connected provider and disconnect it first.
- If a connection returns an error, keep the drawer open, read the error message, and try connecting again.
- If a provider asks you to authorise access, sign in with an account permitted to connect the intended accounting organisation or company file.
- Connection does not guarantee that every downstream control is ready. Complete the customer, invoice, or company-file settings shown in the provider drawer.