Integrations
Connect client systems, understand connection states, and choose the right setup or recovery path.
Wesley integrations connect a client book to bank feeds, accounting systems, payment processors, and commerce platforms. Open a client, then go to Settings > Integrations to see the integrations available for that client.
Connecting an app does not mean every record has already been imported or posted. After connecting, open its review or sync page when available and verify the resulting records.
Available integrations
| Area | Available now | Primary use in Wesley |
|---|---|---|
| Banking & Billing | Bank Feeds (Plaid) | Connect bank and credit-card accounts and import transactions |
| Banking & Billing | Stripe | Send supported A/R invoices and add payout context to deposit review |
| Accounting Systems | QuickBooks Online | Review and synchronize QBO and Wesley accounting data |
| Accounting Systems | QuickBooks Desktop | Exchange reviewed data through Wesley QBD Connector |
| Accounting Systems | Xero | Review and sync accounts, contacts, and manual journals in both directions |
| Commerce Channels | Shopify | Authorize a Shopify store and expose its connection details |
| Commerce Channels | Square | Authorize a merchant for supported payout and sales workflows |
| Commerce Channels | TikTok Shop | Authorize a seller account and expose its connection details |
Shopify and TikTok Shop being Connected confirms the connection; it does not, by itself, confirm that historical orders, payouts, or settlements were imported into the client book. Verify the expected records in Wesley.
Coming soon
Bill.com, Toast, Amazon, Karbon, and Slack appear as Soon or Coming soon. Their detail pages describe the planned workflow, but the connection action is not available. Do not treat an integration request for one of these providers as a completed connection.
Connect Xero from its integration page. Xero-ready CSV files remain available through Document Conversion.
Connection states
| State shown | Meaning | Next step |
|---|---|---|
| Connected or Enabled | Wesley has a saved connection | Open the integration and verify the account, company, or store |
| Needs attention | The connection or latest action needs review | Open the integration, read the error, and reconnect or retry |
| Setup started | QuickBooks Desktop setup or a sync is not finished | Continue on the QuickBooks Desktop computer in Wesley QBD Connector |
| Disabled or no badge | No saved connection exists | Choose Enable or Connect |
| Soon or Coming soon | The integration cannot be activated yet | Use an available file workflow or request the integration |
See Statuses and Glossary for record-level states.
Connect directly or ask the client
Firm users with the required client access can connect an integration from client settings. An active client-portal user can also authorize supported client integrations. Ask client to connect emails a secure, temporary connection link for the selected services. The recipient does not need to sign in or join the client portal. This link does not create client-portal access or firm membership.
For Bank Feeds (Plaid), the recipient can connect one bank, then choose Connect another bank or card to add another institution. The accountant can send another request even when bank feeds are already connected. After a session ends, the original recipient can request a new link from the connection page within seven days of the original request. Sending a new request to the same recipients replaces their previous request.
Use an existing bank connection's account-selection flow to add accounts under that same bank login. The temporary link only adds new connections; it cannot edit or disconnect existing bank feeds.
The current client-connection request supports Bank Feeds (Plaid), Stripe, Shopify, Square, and TikTok Shop. QuickBooks Online, QuickBooks Desktop, and Xero are not choices in this request picker; coordinate those setup paths separately from the relevant integration page.
Before sending a request, identify the exact institution, merchant, store, or seller account. A successful authorization to the wrong source is still the wrong connection.
Reconnect before you disconnect
Use Reconnect when access expired, permissions changed, or the page shows Needs attention. Reconnecting restores the connection while preserving existing client-book records and account mapping.
Disconnecting has different consequences for each integration:
| Integration | What Disconnect or Disable does |
|---|---|
| Bank Feeds (Plaid) | Removes the institution connection and imported transactions and can remove related journals, opening-balance entries, and accounts created only for the connection. Closed periods or later accounting activity can block removal. This is destructive. |
| QuickBooks Online | Removes Wesley's saved QBO connection. Imported Wesley records and records already in QBO remain; disconnect is not an import rollback. |
| QuickBooks Desktop | Removes the Wesley connection. Imported Wesley records remain, and the QuickBooks Desktop company file is not deleted or rolled back. |
| Stripe | Removes the Wesley connection. Existing Wesley A/R records, invoices already created in Stripe, and the Stripe account itself remain. |
| Shopify, Square, TikTok Shop | Removes the saved Wesley connection. Existing accounting records are not automatically deleted. |
Always read the confirmation, finish or cancel active sync work, and export or capture the evidence you need before disconnecting.
Recommended operating sequence
- Confirm the client and source account or company.
- Connect or send the client a secure connection request.
- Verify the displayed identity and connection state.
- Choose the date range and records to review, when applicable.
- Compare before applying changes to either system.
- Review partial failures, duplicates, and period-lock warnings.
- Reconnect for access problems; disconnect only when the relationship should end.
Continue with Bank Feeds, QuickBooks Online, QuickBooks Desktop, or Commerce and Payments.