Integrations

How do I view my Clients Status in Advisor Console?

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 export my transactions, expenses, and bills from OFX?

How do I update my QuickBooks Online Contact Mapping in OFX?

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

How does the Accounting Sync Workflow works with Xero?

This guide explains how to ensure my OFX account stays in sync with xero.

This article covers the topic of how can i retrieve or retrigger email requests sent to clients during onboarding?

This resource clarifies what the expected xero balance calculation? entails. the expected xero balance is calculating what balance your ofx account in xero will show accounting for the timing difference of ofx card transactions.

This article covers the topic of what's the difference between real time reconciliation and a bank feed?. a bank feed is when a cash receipt or cash spend is pushed by your financial institution into your bank account in xero.