Finance Integration forPlumbing & HeatingBusinessesTurn the customer, job and quote information already in Heat Engineer Software into invoices and accounting-ready information, without re-keying the job at the end of the day.
Xero supportedQuickBooks Online supportedSage supportedTide coming soonWorks alongside your accounting software
The Books uses the information already captured in Heat Engineer Software system The Forge and The Builder, sends what your accounting software needs across, and keeps payment status visible back against the job.
Customer, job and quote details are already there, ready to carry forward.
The Books matches the customer and sends the draft invoice into your connected accounting software.
See whether an invoice is unpaid, part paid or paid back in Heat Engineer Software.
The Books moves the customer, job and invoice details you already have into your accounting software, so going digital doesn’t mean more manual admin.
Your accounting software still manages your Making Tax Digital records and submissions.
View invoices against the job, including totals, amounts paid and what is still owed.
See whether an invoice is unpaid, part paid or paid without needing to check the accounting platform separately.
Connect with Xero, QuickBooks Online or Sage while your accounting platform remains the financial system of record.
Match customer records and use the accounts and VAT rates from your connected accounting software.
Connect your Heat Engineer Software workflow to your accounting software and keep job information moving into invoicing without re-entering it.
Get The BooksThe same complete Books, paid once a year.
Get The BooksBuild your Heat Engineer Software package around the way your business works, with better value when you use more of the platform.
Explore Other ProductsKeep invoice and payment status connected to the job, without jumping between Heat Engineer Software and your accounting platform.
The Books is Heat Engineer Software’s finance integration system. It connects customer, invoice and payment information in Heat Engineer Software with your accounting software.
No. Your accounting platform remains your financial system of record. The Books connects Heat Engineer Software to it so information can move between the two.
The Books connects with Xero, QuickBooks Online and Sage, with Tide coming soon.
Customer and draft invoice information can be sent from Heat Engineer Software into your connected accounting platform.
Yes. The Books can show whether an invoice is unpaid, part paid or paid, keeping the financial status visible against the job.
Yes. Existing customers can be matched with customer records in your accounting software, helping reduce duplicate entry.
Yes. Accounts and VAT rates can be brought in from your connected accounting platform.
The Books costs £5 per month + VAT, or £4.50 per month equivalent when paid yearly.
Keep invoice and payment information linked to the work, so it’s easier to see where every job stands financially.