Programa

Mariana Moraes

Gail Esterhuyse

Create invoices, take payments, issue purchase orders, manage tax, and sync with QuickBooks or Xero.

Financial Management

Connect your Programa account to QuickBooks to automatically sync invoices, payments, and financial data.

How to integrate Programa with QuickBooks

Common questions and troubleshooting for the QuickBooks integration.

QuickBooks integration FAQs

Understand what syncs, how it works, and what to expect when using the QuickBooks integration.

How Programa syncs with QuickBooks

Understand what syncs, how it works, and what to expect when using the Xero integration

How Programa syncs with Xero

Connect your Programa account to Xero to sync your financial data with your accounting software.

How to integrate Programa with Xero

Connect Programa Invoices to your account software.

 Accounting Integrations

Learn what Purchase Orders are, when to use them, where to find them in Programa, and watch a video walkthrough of the feature.

Purchase Orders in Programa: Overview and getting started

Create Purchase Orders to document vendor expenses, track project costs, and maintain organized records of all purchases.

How to create and issue a Purchase Order

Make changes to existing Purchase Orders and send updated versions to vendors when project requirements change.

How to edit and reissue a Purchase Order

Navigate and organize your Purchase Orders to track vendor expenses and project costs efficiently.

How to filter and sort your Purchase Order Dashboard

Learn how to create, issue and edit Purchase Orders in Programa

Purchase Orders

Send quote requests to suppliers directly from your Schedule. Request pricing for multiple products at once

How to request supplier quotes from your Schedules

Pricing & Quoting FAQs

Lexie Gillies

Quoting

Create a custom design with text, images, and links

Programa Dashboard

Create an Account

Book a call with our team

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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