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General Information
RBC PayEdge currently supports direct API connectivity with three cloud-based accounting platforms:
- QuickBooks Online (QBO)
- Xero
- Sage Accounting
In order to share information between the accounting software and your RBC PayEdge account, you can use the Sync feature (found on the Dashboard or Third Party Integrations page) once your account is connected.
Only information necessary to process the accounts payables is transmitted to RBC PayEdge; no personal information is shared.
When you sync your accounting software with RBC PayEdge, the following data exchange happens:
To RBC PayEdge
Outstanding payables/bills from your accounting software is transmitted to your RBC PayEdge account and can be found under Payments > Outstanding Payables. The information includes supplier name, currency, amount, remittance note, bill number, due date, accounting software name and invoice, if any.
Suppliers who have outstanding payables/bills are transmitted to your RBC PayEdge account and can be found under Suppliers > Manage Suppliers under the Attention Needed tab. The information includes supplier name, address and email, if any.
To Accounting Software
Paid bills from your RBC PayEdge account are transmitted back to your accounting software and the payment is closed as Paid in the accounting software. The information includes Payment Order number, supplier name, currency, amount, remittance note, bill number, payment status, payment date, fees and funding source information.
To learn more about your accounting software’s data sharing policy, please check your accounting software website.
Connecting Your Accounting Software
- Click the settings gear icon, and then Manage Profile > Third Party Integrations.
- Click 'Add Connection' to see a list of accounting software that RBC PayEdge supports, currently QuickBooks Online, Xero and Sage Accounting.
- Select your accounting software and click 'Continue'.
- You will be directed to a secure page hosted by your accounting software provider.
- Enter your accounting software credentials and when prompted, click ‘Connect’ or ‘Allow Access’ to authorize RBC PayEdge to share data with your accounting platform.
- Click ‘Accept’ to allow account mapping between your accounting software and RBC PayEdge.
- Look for the successful connection confirmed on the Third Party Integrations page and on the main Dashboard.
