Integrations

What do I do when my Bill subtotal has a rounding difference?

This resource clarifies what the process for onboarding new clients? entail? The onboarding process for new clients involves several critical steps to ensure compliance and proper account setup.

This article covers the topic of is there a way to bulk onboard multiple clients at once?. the platform does not support bulk onboarding of multiple clients simultaneously at this time.

This page provides an overview of connecting an OFX Global Business Account to QuickBooks Online, enabling a direct bank feed for automatic syncing of cash transactions. It highlights the regions where the integration is available and emphasizes the need to enable Multi-Currency in QuickBooks Online for proper functionality. The...

How do I update my Xero Contact Mapping in OFX?

This article covers the topic of what data is synced when i connect to QuickBooks. When you connect your OFX account to QuickBooks, the key accounting data is synchronized from QuickBooks into the ofx platform.

This article covers the topic of can i import expenses into QuickBooks?. You can import expenses into QuickBooks; however, QuickBooks does not support bulk uploading of expenses directly. instead, expenses must be imported as bills.

This guide explains how to connect my ofx account to QuickBooks?. connecting your ofx account to QuickBooks is a process designed to help you synchronize your financial data efficiently.

This guide explains how to create a new accounting client within the advisor console?. creating a new accounting client is a straightforward process designed to help advisors onboard clients efficiently. 1.

This article covers the topic of how to set up custom tax rates and categories?. xero users,your expense categorisation (including account codes, tracking categories, and tax options) will sync from xero.